Jun 15, 2022 | Firm Overview Articles, Employee Benefits & ERISA News
Executive Summary This article explores the key legal and practical elements involved in the establishment and operation of a multi-member entity, including: type of entity; taxation; reporting; corporate and member liability; distributions; compensation, operating v.... read more
May 24, 2022 | Firm Overview Articles, Employee Benefits & ERISA News
I work with corporate clients on a daily basis regarding executive benefit plans and overall brainstorming on ways to best meet their short-term and long-term needs. One of the most discussed areas in the past few years has undoubtedly centered on deferred... read more
Mar 28, 2022 | Firm Overview Articles, Employee Benefits & ERISA News
This article is co-authored by Emily Langdon, Partner at Fraser Stryker PC LLO, and Jacob Bosacki, Senior Consultant at Mullin Barens Sanford Financial. Executive Summary This article explores how a company can use a deferred compensation plan (“DCP”) as a tool to... read more
Dec 9, 2021 | Firm Overview Articles, Employee Benefits & ERISA News
Background In a recent estate plan review with a corporate client, I was introduced to a very unique and lucrative concept. As an employee benefits attorney, I regularly draft documents to support buy-sell agreements, executive benefit plans, and nonqualified deferred... read more
Oct 27, 2021 | Firm Overview Articles, Employee Benefits & ERISA News
What is split-dollar life insurance? Split-dollar life insurance is a contract between two or more parties to split the ownership and benefits of a permanent life insurance policy with a cash value component. Split-dollar contracts are most often used by companies to... read more
Oct 14, 2021 | Firm Overview Articles, Employee Benefits & ERISA News
What is Corporate-Owned Life Insurance (“COLI”)? Corporate-owned life insurance (“COLI”) refers to life insurance that is purchased by a corporation for its own use. The corporation can be either the full or partial beneficiary on the insurance... read more
