Split Dollar Life Insurance
September 18, 2012 4:51 pm
Covers recent cases, rulings, regulations, and legislation dealing with all forms of split dollar life insurance. Bob interviews attorney Michael Goller who discusses the new Covered Opinion Proposed Regulations. This is a very important development focusing on Section 10.37 – dealing with tax opinions and how attorneys must comply. Also stressed in this interview is section 10.35, which requires competence and 10.36 dealing with management oversight proceedures and standards.
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