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Supreme Court Decides Connelly v. United States

On June 6, 2024, the Supreme Court of the United States decided Connelly v. United States, No. 23-146, holding that a corporation’s contractual obligation to redeem shares is not necessarily a liability that reduces a...more

Splitting the Difference: Why Careful Structuring and Regular Monitoring of a Split-Dollar Life Insurance Plan Might Benefit...

Split-dollar life insurance can serve a multitude of uses. In times of a tight and competitive hiring market, employers may consider split-dollar life insurance as one of many diverse strategies to attract and retain desired...more

Using Private Placement Life Insurance Policies as a Tax Minimization and Wealth Transfer Strategy

High net worth families constantly evaluate mechanisms for growing and transferring wealth in a tax-efficient manner. With increasing state and federal individual income tax rates, enacted and anticipated legislative tax...more

Switzerland Insurance Companies Admit to Conspiring With U.S. Taxpayers, Hiding Assets In Deferred Prosecution Agreement

In May, the U.S. Attorneys’ Office for the Southern District of New York announced that it had reached a deferred prosecution agreement (the Agreement) with Swiss Life Holding AG (Swiss Life), Swiss Life (Liechtenstein) AG,...more

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