[REPLAY] The Impact of US vs. Connelly on Estate Valuation and Buy-Sell Agreements from North American
Recorded 07/11/2024
Lessons from Connelly Case
- Work with Experienced Centers of Influence- (i.e. Attorney, CPA, Valuation Specialist, Financial Professional)
- Existing Buy-Sell Agreements Should be Reviewed
- The Buy-Sell Agreement Must Comply with §2703
- Post Death Actions regarding Prior Buy-Sell Agreements Make a Difference
- Still Uncertain-You Can Always Consider a Cross Purchase Plan