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Author: Comiter, Singer, Baseman & Braun

Company-Owned Life Insurance Proceeds On Deceased Shareholder Are Included In Their Estate Tax Calculation: The United States Supreme Court Weighs In

June 10, 2024 Business Entities and Transactions

The recent decision of the U.S. Supreme Court in Connelly v. United States, U.S., No. 23-146, 6/6/24, has thrown an enormous monkey wrench into traditional buy-sell planning for closely held businesses.  The Court held that the proceeds of life insurance on a deceased shareholder must be included in determining the…

Keith Braun and Christopher Weeg Speak at 2024 Heckerling Update at Estate Planning Council Breakfast

February 15, 2024 Events

Keith B. Braun and Christopher C. Weeg of Comiter Singer, LLP, recently shared their insights at the Palm Beach County Estate Planning Council’s February Speaker Breakfast Meeting. The event, which took place on Tuesday, February 13, 2024, at the North Palm Beach Country Club, featured a comprehensive 2024 Heckerling Update.

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