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A. Introduction Several years ago, Practical Drafting mentioned three pending cases relati...
Intergenerational Split-Dollar Life Insurance – Lexology
A. Introduction Several years ago, Practical Drafting mentioned three pending cases relating to intergenerational split-dollar life insurance. The last of the three, Estate of Marion Levine, et al. v. Comm’r, 158 T.C. No. 2 (2022), has been…