Business Succession Planning in Light of Connelly

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On June 6, 2024, the U.S. Supreme Court decided a case that will affect many business owners that have life insurance funded buy-sell agreements. In this presentation, Victor Ngai will discuss the business succession and estate planning implications of Connelly V. United States. He’ll also discuss some potential solutions to help your business owner clients moving forward. You won’t want to miss this timely presentation!