HealthLaw HotSpot: David Hochman - Navigating Buy/Sell Agreements with Life Insurance Policies

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Host Ericka Adler and Roetzel attorney David Hochman dive into the topic of buy and sell agreements between shareholders/members and the impact of the recent United States Supreme Court decision in Connelly v. United States. David sheds light on the case details and the unexpected outcome that ensued. He also explores the importance of appraisals in structuring buy/sell agreements and why establishing a separate partnership or trust to own insurance policies on the lives of shareholders/members can be beneficial. David also shares insight on evaluating your buy/sell agreements funded with life insurance and ensuring the formulas remain relevant. Finally, David and Ericka discuss the significance of ongoing communication with financial and legal advisors to keep corporate agreements updated and consistent with business objectives. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/