Complimentary White Paper
U.S. Supreme Court Weighs in on Buy-Sell Agreements: What's Next for Business Clients
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:
  • 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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