Shane Swanson, drafting attorney for the Levine Case and PartnersFinancial member Jason Prather join the podcast to talk about:

• How the Levine Case came about and what made it the perfect fit for intergenerational split dollar

• The considerations that went into both the insurance design and the split dollar agreement to try to ensure success for the Levine family

• What they learned from this case, that will apply to future cases where they utilize intergenerational split dollar