Thomas J. Perrone, CLU, CIC
Connelly was a hard case to digest as most of us who have been around the planning world for an exceptionally long time. We took the consequences of funding a stock redemption agreement as very normal. As normal as “cutting the end of the ham first.”
We are now forced to rethink this situation after the ruling, care must be taken when arranging the Buy and Sell Agreement and funding of a company, to avoid the results we have seen in Connelly.
Today I will bring you through a few options that advisors and business owners may consider when planning the transition of business interests.
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