Stranger-Owned Life Insurance: The Rewards: a Fictional Case StudyBy Stephen M. Margolin and Valerie J. FreireichNovember 2009Article, Page 568An elderly - and wealthy - person lets investors buy insurance on his life in return for cash, and everyone makes money. Or do they?
A Primer on Qualified Pension and Profit-Sharing PlansBy Stephen M. Margolin and Harvey S. ShifrinJuly 2007Article, Page 376Pension and profit-sharing plans are more valuable than ever. Here's an overview for business advisors.
Dynasty Trusts and the Rule Against PerpetuitiesBy Stephen M. Margolin and Mitchell D. WeinsteinMarch 1999Article, Page 134Dynasty trusts can be just the estate planning device your client needs, but take care not to run afoul of rule against perpetuities and the Internal Revenue Code.
