The U.S. Supreme Court’s 2024 decision in Connelly v. United States has significantly altered the landscape of buy-sell planning for business owners facing potential estate tax exposure. As a result, financial professionals must now navigate new complexities in business valuation and the use of life insurance in these agreements. This landmark ruling presents both challenges and opportunities to reimagine how buy-sell structures are designed and implemented.
Join us for a webinar on Tuesday, May 6, 2025, from 12:00 to 1:00 pm Eastern, where we will examine the far-reaching tax, legal, and practical implications of this decision and provide analysis of innovative solutions that can help mitigate its impact.
This webinar will explore:
How the Connelly decision affects business valuation and life insurance strategies in buy-sell planning
Innovative buy-sell agreement designs that can help avoid the outcome seen in Connelly
The transfer-for-value rule and its exceptions when ownership of life insurance changes
The role of family business ownership in establishing estate tax valuations
April Caudill, JD, CLU, ChFC, AEP (Distinguished), Director of Advanced Solutions at Principal Financial Group, will lead the webinar and offer her expert perspective on how to adapt buy-sell planning strategies in light of this pivotal case.
Thanks to generous sponsorship by the National Association of Estate Planners & Councils (NAEPC), this webinar is free for both members and non-members.
Don’t miss this opportunity to stay ahead of a major shift in planning practices. Register today to gain valuable insights and practical tools for working with business owners in the post-Connelly environment.