INSTANT DOWNLOAD: “Supreme Court Holding in Connelly…”

New SCOTUS Decision JeopardizesBuy-Sell Agreements Funded by Life Insurance!

If you’re an estate planning attorney,
CPA, financial advisor or insurance agent
read on…

For many years, whenever life insurance proceeds were used to fund an entity’s buyout of an owner’s interest at death, per a Buy-Sell Agreement, the proceeds and the buyout obligation offset each other for the estate tax valuation of the entity. Now, those insurance proceeds may increase the estate tax value, regardless of the Buy-Sell Agreement!

What do you now do with existing insurance-funded Buy-Sell Agreements and with new ones moving forward?

These and other critical questions are why we have turned to four of the nation’s leading tax and estate planning experts, Jonathan G. Blattmachr, Esq., Martin Shenkman J.D., CPA, MBA, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), and Professor Mitchell Gans to put together this very timely, 70-minute presentation entitled “Supreme Court Holding in Connelly Requires that Redemption Agreements Be Reconsidered”.

You need to know:

• Do “entity redemption” agreements make sense anymore?
• Should they be replaced with “cross-purchase” agreements?

• Should another type of entity – – an “Insurance LLC” be utilized?
• What are its pros and cons, and how would it work?

• Should more insurance be purchased, given not only this SCOTUS decision, but the sunsetting of the current estate tax exemption next year?
• What should you be telling your clients now?

• And much, much more!

Your purchase includes an instantly downloadable video and audio recording, along with PDF handout materials. A PDF transcript is available as an add-on for an additional fee.