[PODCAST] Planning Using Intergenerational Split Dollar After the Levine Decision from John Hancock

Join us for a fascinating conversation with attorney and tax expert Marty Shenkman about the practical lessons estate planning and other financial professionals can learn from the Levine case – a precedent-setting tax court decision. While the Levine case took an intergenerational split-dollar approach, lessons learned are helpful in other contexts. In this episode, we explore:

• Keys to the taxpayer’s victory in successfully structuring an intergenerational split-dollar arrangement 
• The importance of using “excess capital” for legacy-planning strategies, and the financial planner’s role in determining and documenting available excess capital 
• Why clients should be diligent in selecting qualified, competent legal counsel as part of a collaborative planning team

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