Episode 45: Business-succession planning after Connelly
Tune in to this episode of Hancock Talks as we explore the implications of the recent Supreme Court decision in Connelly v. U.S. on buy-selling planning. John Hancock’s Tracey Ullom joins Carly Brooks as they dive into the details, including:
- The critical importance of a formal, well-funded buy-sell plan
- The potential benefits and drawbacks of an entity-redemption buy-sell arrangement
- Key takeaways from the Connelly case and the Supreme Court’s decision
- Next steps in guiding your business-owner clients through this evolving landscape
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