Rob Tunheim to Present Webinar About New Developments for Buy/Sell Agreements

FMJ Attorney Rob Tunheim is joining Cory Parnell and Dyanne Ross-Hanson from BGM to discuss recent changes to the landscape of Buy/Sell Agreements.

Please click here to register for this free webinar on July 16, 2025 at Noon Central Time.

The recent U.S. Supreme Court case of Connelly v. U.S. has had a major impact on Buy/Sell agreements, particularly with regard to the design of the agreements and insurance funding alternatives. There are also major impacts on business valuation, estate tax inclusion, and other structures. The panel will call on their legal, accounting, and tax knowledge to discuss the following topics:

  • Overview of the Connelly Case and Its Impact
  • Basics of Buy Sell Agreements (including design and insurance funding alternatives)
  • Business Valuations: Why clear, up-to-date valuation methods are essential to avoid potential estate tax inclusion.
  • Who is Most Impacted by the Connelly Decision: Design structure, number of shareholders & life insurance structure.
  • What to do Now. Legal and practical considerations.

If your organization has a Buy/Sell agreement in place, this is an important program for you!

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Robert J. Tunheim

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