Estate Planning Lessons from the Levine Case

<p>On&nbsp;today’s episode,&nbsp;our host Mary&nbsp;Vandenack,&nbsp;CEO, Founder,&nbsp;and Managing Partner at&nbsp;Vandenack&nbsp;Weaver&nbsp;LLC,&nbsp;and&nbsp;Eryka&nbsp;Morehead,&nbsp;President and CEO of Collaborative Planning Group, Inc. discuss the Levine Case to demonstrate how transactions should be structured&nbsp;when using split-dollar insurance for estate planning.&nbsp;The case centers on the estate tax consequences of an intergenerational, split-dollar life insurance planning arrangement shortly before the decedent’s&nbsp;death.&nbsp;Mary and&nbsp;Eryka&nbsp;review the facts of the case, the IRS challenge, the role of&nbsp;a Trust,&nbsp;and the concept of legitimate business purpose.&nbsp;Listen in to hear key insights from this case.</p><p>A&nbsp;<a href="http://hurrdatmedia.com/" rel="noopener noreferrer" target="_blank">Hurrdat Media Production</a>. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.</p><p>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.</p>