Buy-Sell Agreements in Estate Planning: Overcoming Suitability, Tax, Valuation and Funding Issues
Recording of a 90-minute CLE/CPE webinar with Q&A
This CLE course will educate estate planning counsel on creating and implementing one of the most powerful tools in business succession—the buy-sell agreement. Our experienced panel of estate planning counsel will offer structuring techniques with regard to tax, valuation, funding issues and more.
- Types of buy-sell agreements
- Financing/funding the buy-out
- Valuation of the business interest
- Tax implications
The panel will review these and other key questions:
- What drafting techniques should be implemented to maximize the smooth transition of a closely held business interest?
- How should counsel determine the suitability for each type of buy-sell agreement?
- What are the tax consequences of each type of buy-sell agreement? How should they be leveraged?
- What considerations must be made to choose the most effective funding vehicle?
- What valuation techniques should be implemented?
Brian M. Annino
Annino Law Firm
Mr. Annino is a litigation and transactional attorney whose practice focuses on business law, franchise law, real... | Read More
Mr. Annino is a litigation and transactional attorney whose practice focuses on business law, franchise law, real estate law, travel law, and estate planning/probate. In the estate planning portion of his practice, he represents personal representatives, beneficiaries, and heirs in probate proceedings. He has expertise in devising estate plans, assisting clients in forming new business entities and joint ventures, and a myriad of other transactional matters.Close
Donna Ray Berkelhammer
Ms. Berkelhammer practices in the areas of contract and commercial law, business formation, employment law, commercial... | Read More
Ms. Berkelhammer practices in the areas of contract and commercial law, business formation, employment law, commercial real estate, mergers and acquisitions, licensing, trademark and copyright prosecution and other areas of corporate legal interest. She focuses much of her practice on counseling business leaders through transactions during the entire life of the company, including formation; growth; sale, merger, or winding-up; and business succession planning.Close
Gregory F. Monday
Reinhart Boerner Van Deuren
Mr. Monday is a shareholder in the firm’s Business Law and Trusts and Estates practice areas. His primary... | Read More
Mr. Monday is a shareholder in the firm’s Business Law and Trusts and Estates practice areas. His primary focus is family business law, including succession planning for family businesses and estate planning and trust administration. He is also an adjunct professor with the University of Wisconsin Law School, where he teaches business law.Close