The Connelly Case: Estate and Financial Planning Implications

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The recent SCOTUS decision in Connelly v. United States has significant repercussions for estate and financial planning, especially for clients with closely held businesses, furthe r exacerbated by the impending sunset of TCJA's estate tax provisions. The implications run deep for a wide range of clients. What do you need to do now to revise existing plans and how do you adjust your tactics long-term to avoid unintended tax liability? How has planning for life insurance proceeds changed? This practical legal update will prepare you for the inevitable client questions and help you adjust your tactics to prevent tax problems. Register today! Analyze the details of the case and the language of the SCOTUS decision. Sum up short-term and far-reaching implications for planning with life insurance and pass-through entities. Learn what to look for when revising existing buy-sell agreements. Come away better prepared to guard your clients' assets. Show more