On June 6, the U.S. Supreme Court affirmed the 8th U.S. Circuit Court of Appeals’ decision in Connelly v. United States. This directly impacts the estate tax valuation of businesses engaged in stock redemption/entity purchase agreements funded with life insurance.
LTC BULLETIN: JANUARY 2024
California Long-Term Care Insurance Task Force Completes Actuarial Analysis Phase An updated LTC Bulletin has been published providing some background information on the state LTC activities in California.