Lessons from the Connelly case on buy-sell agreements
The Connelly decision may generate questions about buy-sell agreements from clients and their tax and legal teams.
Andrew Rinn, JD, CFP, CLU, ChFC, is assistant vice president of advanced sales strategy at Sammons Financial Group. He has been a NAIFA member since 2018, and he is president-elect of the Society of Financial Service Professionals. Contact him at [email protected].
