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 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.
Outline
- Benefits of buy-sell agreements in estate planning
- Key provisions and considerations when structuring buy-sell agreements
- Types of buy-sell agreements
- Funding options
- Coordinating the buy-sell agreement with the estate plan
- 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
Griffin H. Bridgers
Member
Hutchins & Associates
Mr. Bridgers' practice encompasses all areas of private wealth and family business. In addition to estate... | Read More
Mr. Bridgers' practice encompasses all areas of private wealth and family business. In addition to estate planning and estate administration, he is experienced in mergers and acquisitions, taxation, business transactions, franchising, commercial contracts, asset protection, executive compensation, employee benefits, qualified and non-qualified retirement plans, and nonprofit organizations. He counsels closely-held and family businesses, and nonprofit organizations, with their planning, succession, and liquidity needs in a variety of industries including tech, restaurant and retail, healthcare, manufacturing, construction, real estate, financial services, consulting, and professional staffing.
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L. Paul Hood, Jr., JD, LL.M
Consultant
Paul Hood Services
Mr. Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from... | Read More
Mr. Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. He has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. Mr. Hood has authored or co-authored seven books and over 500 professional articles on estate, charitable and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, he is a highly sought after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language and mince no words in doing so. Mr. Hood is an author, speaker and consultant on tax, estate and charitable planning. He also is a Vice-President with Thompson & Associates, a charitable estate planning firm. Mr. Hood's website is www.paulhoodservices.com.
CloseEarly Discount (through 06/20/25)