• Episode 45: Business-succession planning after Connelly

  • Aug 22 2024
  • Length: 36 mins
  • Podcast

Episode 45: Business-succession planning after Connelly

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  • Summary

  • 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

    INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC.

    Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.

    MLINY081524604-4
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