Webinar: Buy-Sell Planning after Connelly

The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more than ever, effective buy-sell planning requires well-written legal documents, deep knowledge of income and estate tax implications, and practical experience with a wide range of planning concerns. Special attention will be given to the planning implications of this ruling for business owners with entity purchase or wait and see buy-sell agreements. We will discuss what went wrong, how the result might have been avoided, and innovative strategies to consider for cross purchase designs.