Agenda

11:00 am – Continuing Education course “Reshaping Buy-Sell Planning after Connelly: legal and practical considerations”, #6000194972.

The US Supreme Court’s 2024 decision in Connelly v. U.S. upended 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 solutions.

12:00 Noon – Networking, Lunch and Keynote Speaker

Our speaker this month is Alane Zanotti, CEO of the Stillwater Chamber of Commerce.

1:00 pm – Adjournment