Primary Contacts

David Scott Sloan
Partner
Boston

David Scott Sloan assists high-net-worth clients to reach and maintain their financial and estate planning goals. From wealth management to lifestyle pursuits to philanthropic interests,...

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Edward "Ed" Koren
Partner
Tampa
Lakeland

Edward F. Koren Jr. leads Holland & Knight's Private Wealth Services group. His practice is heavily involved in wealth planning and protection for entrepreneurs and multi-generational...

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Articles & White Papers
Private Wealth Services

Split Dollar Life Insurance Funding: You Mean People Still Do That?
 
 August 30, 2007
 
Joshua Husbands - Portland
J. Alan "Alan" Jensen- Portland

Split dollar arrangements are now comprehensively governed by the Regulations issued back in 2003. To understand split dollar, you must understand these Regulations. This article analyzes the issues that should be raised with both older arrangements and those being put in place currently.

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Split Dollar Life Insurance Funding: You Mean People Still Do That?

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