Your Name (required)

Your Email (required)

SELECT ARTICLES BELOW:

“The Split-Dollar Legacy Trust” (with Martin Shenkman and Lawrence Brody) Trusts & Estates, Aug 2012“Substituting a Life Insurance Policy in an Irrevocable Trust” Trusts & Estates, Apr 2012“A Look Back at Life Insurance” (with Melvin A. Warshaw) — Trusts & Estates, Jan 2012“Borrowing to Finance Life Insurance Premiums – What Professionals Need to Know” — Wealth Strategies Journal, Sept 14, 2011“Richard Harris: Life Insurance Premium Financing Gone Bad, a Cautionary Tale” — Steve Leimberg’s Estate Planning Newsletter, Sept 1, 2011“Transferring Life Insurance by Gift or Sale: The Valuation Issue” — Trusts & Estates, Apr 2011“Hedging Your Bets – Using life insurance assets to stabilize an investment portfolio” — Trusts & Estates, Jan 2011“Private Split-dollar Arrangements: They’re not dead; they’re just different” (with Larry Brody) — Trusts & Estates, May 2010“Understanding Split-Dollar Life Insurance” Three-Part Series (with Lawrence Brody and Martin Shenkman) — Journal of Practical Estate Planning, Beginning April/May 2010“Split-Dollar Loan to Grantor Irrevocable Life Insurance Trust” — Estate Planning, Dec 2009“Split-Dollar Insurance and Closely Held Business” (with Larry Brody and Martin Shenkman) — American Bar Association e report, Oct 2009“Life Insurance and Wealth Management: A Perfect Combination for the Ultra-Affluent” — Journal of Wealth Management, Spring 2009“Split-Dollar Arrangements for Life Insurance – an Overview” (with Martin Shenkman) — Wealth Strategies Journal, November 2007“Show Me the Money” — Private Wealth, June-July 2007“Is Stranger Owned Life Insurance a Split-Dollar Arrangement?” — Steve Leimberg’s Estate Planning Newsletter, Nov 16, 2006“Life Insurance and the Ultra-Affluent: How to Be Successful in This Lucrative Market” — Financial Advisor, Oct 2006“Split Dollar Opportunities” — Trusts & Estates, May 2006“The FMV of Life Insurance Contracts” — Trusts & Estates, May 2005“The Problems with Private Placement Life Insurance” — Trusts & Estates, May 2004“Q&A on Valuation of Life Insurance Regulations” — Steve Leimberg’s Employee Benefits and Retirement Planning Newsletter, Mar 29, 2004“IRS Friday the 13th Offering to the Life Insurance Community” — Steve Leimberg’s Employee Benefits and Retirement Planning Newsletter, Feb 20, 2004“Reverse Split-Dollar Entered Into Before Notice 2002-59: Legitimate or Not?” — Estate Planning, Feb 2004“Split-Dollar: 12th Hour Review and Checklist” — Steve Leimberg’s Estate Planning Newsletter, Dec 10, 2003“Shelter from the Storm” — Trusts and Estates, September 2003“The Trust-Owned Life Insurance Problem” — Trust and Estates, May 2003“Paralyzed Over Split Dollar” — Trusts & Estates, Mar 2003“Life Insurance Servicing After Purchase” — Financial Advisor, Jan 2002