Morrissette – Isn't It Ironic?

Leimberg Webinar Services
June 4, 2021
1:00 PM - 2:30 PM ET

Private Wealth Services Partner Brent Berselli will offer a webinar reviewing the U.S. Tax Court's decision in Morrissette v. Commissioner and discussing its planning implications. The court's decision emphasizes the importance of a valid, non-tax business purpose in intergenerational split-dollar planning and will likely affect the structure and viability of these arrangements. During this webinar, Mr. Berselli will explain the decision and analyze what lessons and concerns may arise from it.

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