The Connelly Decision’s Impact on Business Succession Planning

Without proper succession planning, execution of that planning, and following the directives set forth, even the most basic estate or business transition can become an adventure and attract scrutiny from the IRS. In this timely episode, we welcome Jon Whitacre, JD, CLU, ChFC, and director of Advanced Sales at Crump Life Insurance Services to explain why Connelly vs United States is so important to financial professionals, life insurance producers, and clients. He offers solutions to avoid what happened in this landmark case.