News & Analysis as of

Estate Planning Split Dollar Tax Planning

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Gerald Nowotny - Law Office of Gerald R....

Pra Dizer Adeus (To Say Goodbye) – A Homage to Sergio Mendes and a Little Bit About Tax Planning for PPLI for Trial Lawyers

Litigation attorneys have had the ability to defer contingency fees since 1994. You are hard pressed to find another profession that has this tax advantage. Hedge fund managers have been running and winning the “Death Race”...more

Gerald Nowotny - Law Office of Gerald R....

RETURN TO FOREVER - What Game Shall We Play Today?

Rediscover the use of Split Dollar life insurance. It offers tremendous amounts of gift and income tax leverage benefits! #splitdollar #premiumfinance #insurance #estateplanning #financialadvisor ...more

Gerald Nowotny - Law Office of Gerald R....

RETURN TO FOREVER - What Game Shall We Play Today?

Nowotny On Death and Taxes podcast episode #39 addresses using the planning power of split dollar life insurance for income and estate tax planning benefits. #splitdollar #taxplanning #estateplanning #financialadvisors ...more

Gerald Nowotny - Law Office of Gerald R....

ISLA DEL ENCANTO - INTRODUCING BORICUA SPLIT DOLLAR

Isla del Encanto - Boricua Split Dollar: The tropical paradise for tax planning! #splitdollar #taxplanning #estateplanning #financialadvisor #insurance ...more

Gerald Nowotny - Law Office of Gerald R....

THE WONDER YEARS WEBINAR

Loan Regime Method of Split Dollar Life Insurance - This webinar covers: What is Split Dollar? Loan Method versus Economic Benefit. Leverage Split Dollar Rollout. Planning examples using Split Dollar....more

Gerald Nowotny - Law Office of Gerald R....

HEAVEN CAN WAIT

Nowotny On Death and Taxes podcast episode #24, discusses using the Loan Method of Split Dollar in the After-Life!...more

Gerald Nowotny - Law Office of Gerald R....

THE WAY WE WERE

Using the Loan Method of Split Dollar to recreate the benefit of tax deferral for Hedge Fund Managers in lieu of carried interest in their offshore fund.#splitdollar #ppli #estateplanning #financialadvisors #finance...more

Gerald Nowotny - Law Office of Gerald R....

THE WAY WE WERE

Nowotny On Death and Taxes, episode #20, The Way We Were is about using the Loan Method of Split Dollar to recreate the benefit of tax deferral for hedge fund managers. #splitdollar #ppli #hedgefundmanagers #estateplanning...more

Gerald Nowotny - Law Office of Gerald R....

Mad Dogs and Panameños!

Nowotny on Death and Taxes episode 16 - Mad Dogs and Panameños! Relates to using the Leveraged Split Dollar Rollout (LSD™ Rollout) to terminate Loan Regime Split Dollar™ Plans. #splitdollar #ppli #taxstrategies...more

Gerald Nowotny - Law Office of Gerald R....

It's (Not) Too Late, Baby!

Late Start Split Dollar gives you the opportunity to convert any corporate owned or individual policy into a Split Dollar Arrangement. Converting Split Dollar into a Loan Regime Method of Split Dollar. This is an opportunity...more

Gerald Nowotny - Law Office of Gerald R....

It's (Not) Too Late, Baby!

Nowotny On Death and Taxes episode 15 titled It's (Not) Too Late, Baby!, speaks to using Late Start Split Dollar to create financial and tax leverage....more

Gerald Nowotny - Law Office of Gerald R....

Tales from the Crypt -- Post-Mortem Planning Using Private Placement Insurance Products

Overview - This article discusses the use of private placement products - private placement deferred variable annuities (PPVA) and private placement life insurance (PPLI)- in post mortem income tax and transfer tax...more

12 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide