Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Estimated 4m read
Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Estimated 4m read
Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Estimated 4m read
Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

Estimated 4m read
Whitepaper

U.S. Supreme Court weighs in on buy-sell agreements: What's next for business clients

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By Modern Life
June 21, 2024
By Modern Life
Jun 21, 2024
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Summary
1
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.
2
Explore alternative buy-sell structures, such as cross-purchase agreements and insurance LLCs, to mitigate the tax impact highlighted by the Connelly decision.
3
Equip yourself with a comprehensive checklist to discuss the Connelly decision with clients.
3

Discover insights from the latest Supreme Court ruling on buy-sell agreements with our whitepaper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
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.
2
Explore alternative buy-sell structures, such as cross-purchase agreements and insurance LLCs, to mitigate the tax impact highlighted by the Connelly decision.
3
Equip yourself with a comprehensive checklist to discuss the Connelly decision with clients.
4
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