Morgan Scott – Court Case Reviews Regarding Intergenerational Split Dollar

Join Newton One (Steve Target and Mark Singer) and Morgan Scott, Head of M Financials’ Advanced Sales Team for a discussion about Intergenerational Split Dollar and the considerations and risks to be aware of when involved in such planning techniques. We also dive into some of the changes that have taken place concerning this type of planning due to the clarifications and court decisions made from the Morrissette, Cahill and Levine cases.