2024-10-08 14:00News

Implications of Buy/Sell Agreements on Estate Taxes

We are pleased to present another Estate Planning Study by attorney Louis Mezzullo, “Connelly v. U.S.: Its Affect on Buy-Sell Agreements.”  This topic is drawn from Mr. Mezzullo’s larger work, “An Estate Planner’s Guide to Buy-Sell Agreements,” published by the American Bar Association Section of Real Property, Trust, and Estate Law.

Louis A. Mezzullo is Of Counsel with the International Law Firm of Withers Bergman LLP. His areas of practice include estate planning, business succession planning, and planning for distributions from qualified benefit plans and IRAs. He has written fourteen books and numerous articles on these subjects.

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TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and maintaining the trust and confidence of our clients. Founded more than sixty years ago in Quincy, Illinois, today, we have locations in five states and hold more than $16 billion in managed assets for individuals and institutions nationwide.


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Larry Shepherd
Executive Vice President, Personal Trust
Larry Shepherd