Webinar | Buy-Sell Planning after Connelly v US

Watch the Mutual of Omaha webinar dated August 21, 2024 at 2:00 pm Central.

Join us as we delve into the critical implications of this landmark case and explore the future of buy-sell arrangements.

Topics we’ll cover include:

• Are Entity Buy-Sell Arrangements Dead?
  Understanding the impact of Connelly v US on traditional buy-sell agreements.
• Without an Estate Tax Issue, Does Connelly Present a Problem?
  Evaluating the relevance of Connelly in the absence of estate tax concerns.
• If I Have an Entity Buy-Sell, What Should I Do?
  Practical steps and considerations for those currently using an entity buy-sell structure.
• Alternatives to the Entity Buy-Sell Structure
  Exploring alternative strategies that may better serve your clients’ needs in light of recent developments.

This webinar is a must-attend for anyone involved in estate planning, business succession, or tax law! Gain insights from and ensure you’re prepared to navigate the changing landscape of buy-sell arrangements.