Join us on Thursday, January 23 for a special lunch program co-sponsored by the Lincoln Estate Planning Council!

"Supreme Shift: Connelly v. United States and Its Impact on Business Life Insurance"

Discover the game-changing implications of the Supreme Court's unanimous decision in Connelly v. United States for businesses with company-owned life insurance. This pivotal ruling redefines fair market value for estate tax purposes and challenges assumptions about share redemption obligations. Join us for an in-depth discussion on how this decision impacts estate planning, business valuation, and insurance strategies. Whether you're a business owner, financial advisor, or industry professional, this program provides essential insights to navigate the evolving landscape with confidence. Don’t miss this vital update!

About Our Speaker:  Chloe Russell is an associate with Husch Blackwell and practices in Columbia, MO.  She works with clients with net worths of up to $100 million, advising on tax planning, gifting strategies and generation-skipping transfer taxes, and optimum beneficiary designations. She regularly drafts wills, powers of attorney, and various trust agreements including special needs trusts, residence trusts, irrevocable gifting trusts, ILITs, SLATs, CRUTs, premarital agreements, nonjudicial settlement agreements, and trustee modifications. While Chloe’s primary focus is on estate planning and ensuring that clients and their families have the appropriate structures in place ahead of time, she also has experience with probate and trust administration.

REGISTER:  Online or via e-mail to Executive VP Joe Pittman at [email protected] or call 402-397-0280.  

This program is free for NAIFA and Lincoln EPC members and $20 for all non-members.  The program will provide one hour of CE for NE & IA Insurance, CFP, CLE (Legal) and CPE (Accounting), pending approvals.