Discover insights from the latest Supreme Court ruling on buy-sell agreements with our white paper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.
Download your copy to:
Download your copy to:
- Understand the Supreme Court ruling in Connelly v. United States and its implications on the treatment of life insurance proceeds in entity-purchase buy-sell agreements.
- Explore alternative buy-sell structures, such as cross-purchase agreements and insurance LLCs, to mitigate the tax impact highlighted by the Connelly decision.
- Equip yourself with a comprehensive checklist to discuss the Connelly decision with clients.
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