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At EPIC Wealth Advisors, we have a proprietary planning tool for analyzing Split-Dollar plans. For a fee, we will present owners, advisors, and fiduciaries with objective advice about their options and the corresponding risks. The 2004 deadline for rolling out of these plans is looming, and now is the time to act.
In order to provide a thorough analysis of the impact of Notice 2002-8 and the Proposed Split Dollar regulations on a client's Split Dollar arrangement, the following materials should be assembled:
- A Copy of original and current Split Dollar agreement, including any appendices
- A Copy of original Split Dollar illustration
- What was the original intent of the agreement?
- What are the client's current objectives?
- A Premium payment history (employer and employee or other)
- An in-force policy illustration
- A Cash value (and death benefit) quote as of specified date
- Date of potential 1035 Exchange
- Determination of employee equity position as of 12/31/03
- Confirm insured's:
- Date-of-birth
- Smoker/Non-Smoker Status
- General Insurability Status
- Personal Marginal Tax Bracket
- Corporate Tax Bracket
- Determine the possible sources of any future premium payments
Read about our other Fee-Only Services or contact us for more information.
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