Generational Split Dollar Lessons Learned

Jun 17, 2024

Trust and Estates Switch Dollar Article Image

The use of intergenerational split dollar, when implemented properly, can be a dynamic planning tool for every generation. A review of three recent cases, Levine, Cahill, and Morrissette, can be instructive.

The attached white paper from M Financial explores key takeaways from a close reading of these three cases and provides a roadmap to help guide legal counsel