This lecture discusses the significance of buy-sell agreements in business succession planning. We will discuss background info on Buy-Sell agreements, as well as the impact of the recent Supreme Court decision in Connelly v. United States.06,06,24. This decision disrupts current assumptions about the estate tax implications of life insurance funding shareholder buy-sell agreements. All buy-sell agreements and insurance premiums should be reviewed to maximize their value and maintain their tax efficiency.

Click the link below for the replay featuring me and my co-presenter, Robert Barnett J.D. CPA., founding partner of Capell Barnett Matalon & Schoenfeld.