Stephen P. Dicke

Stephen P. DickeExpertise: Insurance Products

Steve’s practice at the firm centers primarily on insurance and financial product tax issues, particularly those for tax qualification of both fixed and variable life insurance and annuity contracts and riders, and issues arising from contract modifications and exchanges. He has worked extensively on product design issues for life insurance and modified endowment contracts, contracts with long-term care benefits, split-dollar and other benefit plans and estate-planning arrangements that use life insurance and annuity products for funding. He also has extensive experience on policy corrections with the IRS and policy restructurings for insurance companies in insolvency proceedings. Steve joined the firm in 1977, after spending 3 years with the Department of Treasury’s Office of Tax Legislative Counsel.

Stephen P. Dicke, admitted to bar, 1967, Pennsylvania; 1978, District of Columbia; 1973, U.S. Tax Court; 1980, U.S. Court of Federal Claims; 1980, U.S. Supreme Court; 1982, U.S. Court of Appeals for the Federal Circuit.  Education: Princeton University (A.B., cum laude, 1964); University of Pennsylvania School of Law (J.D., 1967).  Government Experience: Attorney-Advisor, Office of Tax Legislative Counsel, U.S. Treasury Department, 1974-1977.  Member: American Bar Association (Tax Section).