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Intergenerational Split Dollar Life Insurance in the Complex Estate Plan, Part 2: Valuing the Receivable



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This webinar covers one of the most controversial valuation topics in tax practice today: how to value the receivable(s) held by the premium payers in intergenerational split-dollar life insurance arrangements.

Espen and Richard will discuss the background of these transactions and how this issue has become such a point of contention. Topics will include:

·The regulatory history

·The Morrissette case

·Common structures and provisions and how they impact valuations

·The difference between loan regime and economic benefit regime structures

·The main valuation inputs and techniques, including the discounted cash flow (DCF) method and The impact of life settlement transactions

·Examples of how the DCF method works will also be reviewed.

Note:There is no CE for this webinar



There will be no CE for this webinar


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