2026 Entity Purchase/Redemption Buy Sell Arrangements in a Post Connelly World: Business Law Section Meeting | KCBA CLE WEB CATALOG

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2026 Entity Purchase/Redemption Buy Sell Arrangements in a Post Connelly World

Business Law Section Meeting

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Price

$0 for KCBA In-House Counsel Section Member
$0 for KCBA Business Law Section Member
$40 for KCBA Member
$60 for Non-Member

60 minutes
Date Published

May 26, 2026

Publisher

King County Bar Association

Subjects

Business Law, In-House/Corporate Counsel

Questions

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Summary

Presentation: “Entity Purchase/Redemption Buy Sell Arrangements in a Post Connelly World” by James W. Thompson, RICP, Financial Advisor, Thompson Financial Group

This presentation will cover:

  • The Connelly decision introduces changes that may impact ownership transitions in closely held businesses. It highlights the need to align your agreements with current legal standards to safeguard your interests and mitigate risks.
  • A buy-sell agreement is crucial for business succession. The Connelly decision may expose vulnerabilities in outdated agreements. Moreover, a robust succession plan is essential for your client’s business continuity and stability.
  • Between 60% and 80% of privately held businesses do not have a buy-sell agreement in place. There is opportunity to provide legal counsel.
2087103

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Presenters

James W. Thompson
RICP, Financial Advisor - Thompson Financial Group

James W. Thompson, RICP, is a seasoned financial services professional with over 20 years of experience helping individuals,... Read More

Terri Getman, JD, CLU, ChFC, RICP, AEP (Dist
Vice President, Advanced Sales - Diversified Brokerage Services, Inc.

Terri L. Getman, JD, CLU, ChFC, RICP, AEP (Distinguished) received her undergraduate degree from the College of William and... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
2026 Entity Purchase Redemption Buy Sell Arrangements in a Post Connelly World mp4
Downloadable Files
2026 Entity Purchase Redemption Buy Sell Arrangements in a Post Connelly World PDF
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Credit

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