Publications and Presentations
Offit Kurman's Meghan McCulloch to Moderate Panel Discussion at Howard County Estate Planning Council Meeting
Meghan McCulloch, Esq., Principal and Practice Group Leader in the Estates and Trusts Practice at Offit Kurman, will serve as the moderator for the upcoming panel discussion at the Howard County Estate Planning Council Membership Lunch Meeting. The event, titled "Connelly v. U.S.: Analysis and Discussion and Why It Matters for Your Clients," will take place on Thursday, September 12, 2024, from 12:00 pm to 1:45 pm at Cured 18th and 21st in Columbia, Maryland.
Event Overview:
The panel will delve into the implications of the recent U.S. Supreme Court decision in Connelly v. U.S., which determined that life insurance proceeds received by a corporation to fund a buy-sell agreement for a deceased stockholder's shares must be included in the corporation's value for federal estate tax purposes. The discussion will provide insights and practical guidance for estate planning professionals on how to navigate these changes effectively.
Event Schedule:
- 12:00 pm: Registration, networking, and buffet lunch
- 12:30 pm: Program begins
- 1:45 pm: Program ends
RSVP Information:
Members are encouraged to bring prospective guests, with first-time member-hosted guests attending at no charge. To RSVP or learn more, please click here. Don't miss this opportunity to hear from industry leaders and gain valuable insights into the latest estate planning developments.
