Advanced Planning’s David Szeremet and Jim Barbee discuss Connelly v. United States, a recent U.S. Supreme Court case involving a family business and the federal estate tax. Learn how Connelly may significantly change the planning landscape as it relates to life insurance used in business succession planning.This podcast is a must if you work with business owners. Learn how Connelly potentially creates a tax trap for buy-sell plans funded with life insurance - and learn how to navigate the new ruling with a few simple planning moves.This podcast can arm you with the knowledge and Advanced Planning support necessary to potentially help avoid a “million-dollar problem.” 

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