Membership Lunch Meeting - Connelly v. U.S.: Analysis and Discussion and Why It Matters For Your Clients
Members are encouraged to bring prospective member guests; first-time member-hosted guests may attend at no charge.
About the Program:
In a recent decision, the U.S. Supreme Court held that life insurance proceeds received by a corporation to fund an obligation to purchase a deceased stockholder’s shares under a buy-sell agreement must be included in the corporation's value for federal estate tax purposes and is not reduced by the contractual purchase obligation. Come hear a discussion key takeaways from our multidisciplinary panel of industry leaders on what you need to know about the implications of Connelly.
About the Panelists:
Robert W. Carter, MS, CPA/CFF/ABV, CVA, CFE, CEPA, is the Managing Member of Paradigm Forensics and has been performing valuation services for over 15 years. He provides expert opinions regarding business valuations, performs forensic accounting and fraud investigations and serves as a financial expert witness in legal maters. Additionally, he performs succession planning and value growth advisory services.
Meghan McCulloch, Esq., is a Principal, Practice Group Leader – Estates and Trusts at Offit Kurman, where she represents clients throughout the state of Maryland, focusing on creating and developing estate plans, administering probate estates and trusts, guardianships, special needs planning, and elder law. Meghan works with her clients to create and tailor customized estate plans to meet their individual goals and objectives. Through her work, Meghan has experience navigating complex family dynamics in both the context of planning and in probate and trust administration and is regarded by her clients as a trusted and compassionate advisor. Her experience in administering estates and trusts allows her to effectively advocate for her clients both in representing fiduciaries as well as beneficiaries.
Christopher B. Walter, Esq. leads Davis, Agnor, Rapaport & Skalny’s Estate Planning Practice Group with a blend of expertise and strategic planning. He realizes that estate planning is the easiest thing in the world to put off, and that’s why he’s committed to making the process comfortable, easy, and accessible. Whether it’s making sure the right people are in charge of caring for your children, drafting trusts for special needs beneficiaries, engaging in complex estate tax planning, or crafting documents to account for any number of unique circumstances, Chris has worked with thousands of Maryland individuals, families, and businesses to put together the right plan for them. Chris focuses his practice on estate planning to help his clients prepare for the unexpected, and estate administration, to help make sure a loved one’s wishes are carried out. He is also skilled in the specialized intersection of estate planning, business succession planning, and income tax planning required to help business owners preserve their legacies. Prior to joining the firm, Chris spent six years at a boutique estates and trusts firm in Baltimore County.
Schedule:
12:00 pm - Registration, networking and buffet lunch
12:30 pm - Program begins
1:45 pm - Program ends
