Web Content Viewer

Private Split Dollar

A private split dollar arrangement is typically an agreement between an individual and an irrevocable life insurance trust, designed to provide estate tax protection while minimizing the value of gifts to fund the trust.

This arrangement is ideal for people with an estate tax problem who are reluctant to enter into a traditional irrevocable life insurance trust (ILIT) due to its apparent lack of flexibility.

t150317034l

Small Banner Web Content Viewer