Corporate-Owned Life Insurance (COLI) and Other Insurance Arrangements

Our attorneys have decades of experience with the use of corporate-owned life insurance and trust-owned life insurance in executive compensation programs.  We regularly assist clients in evaluating possible programs and alternatives and have designed a variety of arrangements that maximize the benefits of insurance.  Our attorneys are also familiar with the complex tax rules that must be met for nonqualified annuities, split dollar arrangements and variable life insurance to qualify for favorable treatment.