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LOCATION:Webinar
UID:2765220250506T160000ZComplimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations 
DTSTAMP:20260409T202500Z
DESCRIPTION:\nJoin us for this complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors (NAIFA). Please note the special date and time. \n \nProgram Overview:\n \nThe United States Supreme Court's 2024 decision in Connelly v. U.S. has upended the buy-sell planning for every business owner potentially facing an estate tax. In this presentation, we will examine the tax, legal and practical implications of this decision, and provide analysis of several potential innovative decisions.\n \nYou will learn:\n How the U.S. Supreme Court decision in Connelly v United States affects business valuation and the use of life insurance in buy-sell planning   About several innovative buy-sell designs designed to avoid the outcome from Connelly Understand the impact of the transfer for value rule and exceptions to it on businesses that transfer ownership of life insurance as the result of a change their buy-sell structure Explain how family ownership of a business affects the ability of a buy-sell agreement to "lock-in" the value of the business for estate tax purposes  \nApril Caudill, JD, CLU®, ChFC®, AEP® (Distinguished) is a Director of Advanced Solutions at Principal Financial Group, providing tax and legal support for advanced business and estate planning cases. The Principal Advanced Solutions team offers consulting services in the business market, including informal business valuations, buy-sell agreement reviews, business succession planning, key employee benefits, and estate planning for business owners and their key employees. \n \n \n \nPrior to joining Principal in 2015, April was an advanced planning attorney for two other major carriers, and was the managing editor of Tax Facts at the National Underwriter Company, where she worked for 19 years. She was the national president of the Society of Financial Service Professionals in 2012, and the recipient of its Kenneth Black, Jr. Leadership Award in 2014.\n \n \n \nApril is a prolific author and three-time winner of the Ken Black Jr. Journal Author Award in 2002, 2018, and 2020. In 2024, she was inducted into the NAEPC Estate Planning Hall of Fame®. \n \n \n \nApril is a graduate of the University of Cincinnati and the Salmon P. Chase College of Law and licensed to practice law in Ohio.\n \n \n \nRegister through the National Association of Insurance and Financial Advisors website by clicking the "Register Now" button below. If you are not a NAIFA member choose "Continue as a Guest" when registering.\n \n \n \n[](https://belong.naifa.org/reshaping-buy-sell-planning-after-connelly-legal-and-practical-considerations)\n \n \n \nThank you to the [National Assocation of Insurance and Financial Advisors](https://belong.naifa.org/) for co-hosting this webinar with NAEPC.\n \n[](https://national.societyoffsp.org/)\n \n \n \n \n
SUMMARY:NAEPC Webinar - Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors (NAIFA) - Reshaping Buy-Sell Planning after Connelly: legal and practical considerations   
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