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Making Sense of Connelly

Buy-Sell Planning for Business Owners and their Advisors after The Connelly Decision


by Eric Eklund, Esq., CEPA

Chief Operating Officer, Founding Partner, Advanced Concepts at The Ridgeback Group (a Yetworth partner)


On June 6, 2024, the United States Supreme Court issued its opinion in Connelly v. United States. The case addresses a split between Federal Circuit courts on whether a redemption obligation offsets the proceeds from a life insurance contract when calculating the value of the business and a decedent shareholder's federal estate tax liability.


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