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Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements



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Is YOUR Buy-Sell Agreement Up to Snuff? Things to Remember in Buy-Sell Agreements
 
This 60 minute session will discuss a panoply of important drafting and implementation issues surrounding buy-sell agreements, including: 

1. Types of buy-sell agreements.

2. Advantages and disadvantages of buy-sell agreements.

3. Possible purposes of buy-sell agreements.

4. The importance of coordinating the buy-sell agreement with other contracts and agreements.

5. The identity of the proper parties to buy-sell agreements.

6. Triggering event selection.

7. Detail the variety of possible responses to the occurrence of a triggering event.

8. Valuation issues in buy-sell agreements.

9. Buy-sell agreement funding issues.

10. Issues pertaining to related properties in buy-sell agreements.

11. Disability issues in buy-sell agreements.

12. Special S corporation buy-sell agreement issues.

13. Miscellaneous drafting pointers.

14. Ethical issues surrounding the buy-sell agreement representation.

 


There will be no CE for this webinar


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A native of Louisiana (and a double LSU Tiger), Paul 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. Paul 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. The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation.  He was with The University of Toledo Foundation for over four years as Director of Planned Giving, leaving in January 2018. He can be contacted at 

paul@paulhoodservices.com



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