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. Although the Levine case involved intergenerational split dollar, lessons learned from the case are helpful in other planning contexts.

In this episode, we explore:

• Keys to the taxpayer’s victory in successfully structuring the 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 capita
• Why clients should be diligent in selecting qualified, competent legal counsel as part of a collaborative planning team

For financial professional use only. Not intended for use with the general public.

Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. 

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