Sep

    Private Split Dollar Life Insurance: Alive and Kicking

    1 PM EDT

    Split dollar life insurance remains an underutilized strategy for those looking to purchase significant life insurance policies.

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      09/14/2022

    1.50 total credit hours including

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    1.50 total credit hours including

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      09/14/2023

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      12/30/2022

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      09/14/2023

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    1.50 total credit hours including

    • General

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      1.50 credit hours

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      09/14/2023

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      09/14/2022

    1.50 total credit hours including

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      09/14/2025

    1.50 total credit hours including

    • General

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      09/14/2022

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      09/14/2023

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      1.50 credit hours

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      09/14/2021

    1.50 total credit hours including

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      1.50 credit hours

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      09/14/2022

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

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      Applied for

      1.50 credit hours

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      09/14/2023

    1.50 total credit hours including

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      Available until:

      09/14/2022

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      09/14/2023

    1.50 total credit hours including

    • General

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      09/14/2023

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      1.80 credit hours

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      09/14/2023

    1.50 total credit hours including

    • General

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      1.50 credit hours

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      09/14/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      09/14/2023

    1.80 total credit hours including

    • General

      Status:

      Applied for

      1.80 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

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      Self apply

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      Available until:

      09/14/2022

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    • General

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      Approved

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      09/14/2023

    1.50 total credit hours including

    • General

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      Available for credit

      1.50 credit hours

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      09/14/2023

    1.80 total credit hours including

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      Reciprocity

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      09/14/2023

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      09/14/2025

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      09/14/2023

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      09/14/2023

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    • General

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      Approved

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      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

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      09/14/2023

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    • General

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      12/31/2020

    2.00 total credit hours including

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      2.00 credit hours

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      09/14/2023

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    • Substantive

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      1.50 credit hours

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      09/14/2023

    1.50 total credit hours including

    • General

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      Applied for upon completion

      1.50 credit hours

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      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      09/14/2022

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      09/14/2022

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      09/14/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      10/30/2020

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    • Law & Legal Procedure

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      09/14/2025

    1.80 total credit hours including

    • General

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      Applied for

      1.80 credit hours

      Available until:

      09/14/2023

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      09/14/2021

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      09/14/2023

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    This presentation will discuss:

    • The role of Split Dollar in trust owned life insurance
    • Split Dollar and buy-sell arrangements
    • The Economic Benefit Regime
    • The Loan Regime
    • When and how to switch regimes
    • Drafting tips

    The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit for this program in 50- minute states. Credit hours are estimated and are subject to each state's approval and credit rounding rules. Please visit americanbar.org/mcle for general information on CLE at the ABA.

    Event Details

    Duration

    90

    Format

    Web

    Date

    Sep 15, 2020

    2020-09-15T13:00:00-04:00 2020-09-15T14:30:00-04:00 Private Split Dollar Life Insurance: Alive and Kicking

    Split dollar life insurance remains an underutilized strategy for those looking to purchase significant life insurance policies.

    Speakers

    Donald Jansen

    The University of Texas System

    Eric Eklund

    M Financial Group

    Sponsors

    Section of Real Property, Trust and Estate Law

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