[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