The Split-Dollar Trust

At USB Group Inc., we understand that businesses are looking for ways to attract and retain top talent, particularly among their executive team. That's why we offer The Split-Dollar Trust, a benefit plan designed to provide tax-advantaged benefits to a select group of executives, including the business owner exclusively.

The Split-Dollar Trust allows businesses to provide valuable benefits to their executive team while also reducing their tax liability. This plan is designed to provide flexibility in benefit design, allowing businesses to tailor the plan to the specific needs of their executive team.

Our team of experts will work closely with the business to customize The Split-Dollar Trust to meet the unique needs of their organization and executive team. We understand that every business is different, which is why we take a personalized approach to designing benefit plans that meet the specific needs of each client.

The Split-Dollar Trust is designed to provide tax-advantaged benefits to a select group of executives, including the business owner exclusively. This plan can help reduce tax liability while also providing valuable benefits to executives, helping to attract and retain top talent.

At USB Group, Inc., we take pride in our ability to provide comprehensive and personalized benefit plans to businesses of all sizes. Contact us today to learn how to receive your detailed brochure.