Side Fund Split-Dollar Solution™:
A New Technique for Split-Dollar - Parts 1 and 2
Lawrence Brody, JD, DAEP and Michael D. Weinberg, JD, AEP
The Side Fund Split-Dollar Solution™ is an innovative technique
that—despite the split-dollar Regulations—allows clients
and their families to acquire life insurance on a tax-favored
basis that minimizes both income and transfer taxes.
Brody is a partner of Bryan Cave LLP, an international law firm,
resident in the St. Louis office. He is the leader of the firm's
Private Client Service Group and is a member of its Entrepreneurial,
Technology & Commercial Practice Client Service Group. Mr.
Brody is also a Fellow of the American College of Trust and
D. Weinberg, JD, AEP, is the President of The
Weinberg Group, Inc., a life insurance design and consulting
firm in Denver (www.theweinberggroup.com).
He is a former co-chair of the Insurance Committee of the Real
Property, Probate and Trust Law Section of the ABA and is the
editor emeritus of The Insurance Counselor primer series
published by that ABA Section. His e-mail address is email@example.com.
do not express any opinion on the investment, legal, or tax consequences
of this plan, and you are responsible for consulting your own investment
advisors, legal counsel, and accountants for all such advice.