Strategies using split dollar funding techniques in estate planning. 12 October 2022

Host group
Host Left
Hosted by
STEP Colorado in Formation
Event Type
Web Event

STEP Colorado (CO) Formation will be hosting this event in a hybrid format, incorporating both virtual and in-person attendees. Due to venue capacity, there is limited space for in-person attendees.

Those who will attend virtually will be provided with joining instructions on the day of the event.

Those who will attend in-person will be provided with details on the venue and event.

via Webinar and In-Person


  • Larry Brody, Partner
  • Jay Cleary, President and CEO
  • Adam Clough, Director

Programme description:

Split Dollar Funding is a technique used for dealing with larger life insurance premiums in the high-net-worth marketplace. It is a specialty area with a meaningful degree of subtlety and complexity. Our presentation is designed to simplify the core concepts and help practitioners identify when a split dollar plan is appropriate, and when it is not. The speakers will cover various topics, including:

  • Review case studies where split dollar funding is appropriate
  • Evaluate the contrast of loan regime and economic benefit regime plans
  • Discuss approaches to resolve split dollar arrangements which have not been properly administered
  • Provide updates on recent tax court activity regarding split dollar plans

* This is not a solicitation from STEP USA or STEP Worldwide. If you have inquiries about STEP Colorado formation, please contact one of the hosts of this event.

Cost group
16:00 - 17:15 (U.S. Mountain Daylight Time)
Sarah Scofield
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