Private Split Dollar Strategies for Tax-Busting Solutions

Strategies Using Intentionally Defective Trusts

Ironically, the U.S. Congress that initially imposed gift and estate taxation ALSO created alleviating rules allowing for Private Split Dollar strategies and other wealth-preservation planning methods, yet it seems as if the latter were implemented quietly and with a subtlety reserved for those with the diligence to look into the depths of the law to find them.

As a veteran advisor to some of the largest estates in the world, I took it upon myself, years ago, to study the rules and look for opportunities which I believe were given to anyone with the will to seek and find! As a veteran financial service professional, I can tell you that such opportunities are meant to be used and this is because they promote wealth and the preservation of hard-earned legacies as they should.

If you have any doubts as to your right to take advantage of Private Split Dollar strategies, the IDGT and the rest, you can put those doubts to rest, knowing that, for many years, I have helped the corporate moguls, superstar entertainers and titans of the sporting world use these very same methods to preserve their wealth. Similarly, for many decades and beyond, great houses of wealth owned and controlled by the likes of the Rockefellers and Carnegies have employed experts like me to implement trust strategies not unlike the ones in this book.