Estate Planning With Buy-Sell Agreements: Buy-Sell Plan Options, Key Provisions, Formulas, Valuation, Funding

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Thursday, November 3, 2022

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

Early Registration Discount Deadline, Friday, October 7, 2022

or call 1-800-926-7926

This CLE webinar will guide estate planners on utilizing buy-sell agreements as part of an estate plan and critical considerations in structuring these agreements for tax and estate planning. The panel will discuss the types of buy-sell plans, key drafting considerations, valuation challenges and formulas, funding options, and other issues for estate planning with buy-sell agreements.

Description

A buy-sell agreement is essential to estate planning and business succession. Estate planners can ensure optimum succession planning and estate tax benefits by expertly structuring a buy-sell deal for family businesses.

The primary objective of a buy-sell agreement is to provide stability for a family business upon the owner's death, disability, or retirement. However, for estate planning purposes, these agreements can provide (1) a market for an illiquid asset, (2) liquidity to pay estate taxes, (3) provide for the surviving spouse and heirs, and (4) lock in the value of ownership interest for estate tax purposes.

To fully unlock the estate planning and tax benefits of a buy-sell agreement, estate planners must determine which type of buy-sell agreement to use, key terms when structuring or modifying these agreements, restrictions on transfers and other rights, funding options, and other vital issues.

Listen as our panel discusses drafting considerations, valuation challenges and formulas, and other critical issues for estate planning with buy-sell agreements.

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Outline

  1. Benefits of buy-sell agreements in estate planning
  2. Key provisions and considerations when structuring buy-sell agreements
  3. Types of buy-sell agreements
  4. Funding options
  5. Coordinating the buy-sell agreement with the estate plan
  6. Valuation

Benefits

The panel will discuss these and other key issues:

  • What are the critical considerations in utilizing buy-sell agreements in estate planning?
  • What factors impact which type of buy-sell agreement should be used?
  • What funding options are available, and what are the related challenges?
  • How can you ensure optimum estate planning and tax benefits of buy-sell agreements?
  • What valuation issues arise, and how does it impact the estate plan?

Faculty

Dahl, Tyler
Tyler Q. Dahl, CTC, LL.M

Owner & Principal Attorney
Law Offices of Tyler Q. Dahl

Mr. Dahl possesses a high degree of legal expertise and the critical problem solving skills necessary to develop...  |  Read More

Hood, Paul
L. Paul Hood, Jr., JD, LL.M, CFRE, FCEP

Consultant
Paul Hood Services

A native of Louisiana (and a double LSU Tiger), Mr. Hood obtained his undergraduate and law degrees from Louisiana...  |  Read More

Attend on November 3

Early Discount (through 10/07/22)

Cannot Attend November 3?

Early Discount (through 10/07/22)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

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