How a New Supreme Court Ruling Could Affect Business Owner Clients

Analysis June 11, 2024 at 02:17 PM
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What You Need To Know

  • The court held that an estate had to include the life insurance proceeds when it valued a family-owned business.
  • One concern was the structure of the stock redemption agreement used.
  • The impact of the ruling may depend on what kind of advice a client gets, succession planners say.
The U.S. Supreme Court