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Is YOUR Buy-Sell Agreement up to Par? Things to Remember in Buy-Sell Agreements

IS YOUR BUY-SELL AGREEMENT UP TO PAR? THINGS TO REMEMBER IN BUY-SELL AGREEMENTS

We've reached capacity for this webinar. To accommodate our members, we've opened up a limited number of extra spaces for a small fee. If you have already registered for this webinar, there is no need to pay this accommodation fee.
Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 29, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Course Description

Buy-sell agreements are essential documents that owners must have in place, yet the overwhelming majority of buy-sell agreements in place today have substantial defects in them. Join buy-sell agreements guru, Paul Hood, the author of the highly acclaimed and lauded Buy-Sell Agreements: The Last Will & Testament for Your Business (2021) for his can’t-miss, 90-minute session on buy-sell agreements.

During this webinar, Paul will discuss a panoply of important drafting and implementation issues surrounding buy-sell agreements. Listen to Paul’s best advice to closely held business owners and their advisors and learn his Fire Drill, which is an analytical tool for stress-testing and evaluating the buy-sell agreement before it inflicts any damage.

Paul will identify the three types of buy-sell agreements and lay out the advantages and disadvantages of buy-sell agreements in general as well as each of the three forms of buy-sell agreements. He will highlight the many possible purposes of buy-sell agreements and the importance of coordinating the buy-sell agreement with the entity’s other contracts and agreements.

You will learn who should be the proper parties to buy-sell agreements. Paul’s organized approach coordinates the triggering event selection decision with the possible responses to the occurrence of a triggering event. He does a deep dive into the myriad of valuation issues that lurk in buy-sell agreements and how to properly address each issue. Paul will discuss the issues involved in funding or financing purchases or redemptions under buy-sell agreements.

Paul will also discuss other issues including related properties in buy-sell agreements, disability issues in buy-sell agreements, special S corporation buy-sell agreement issues, and miscellaneous drafting pointers.

Learning Objectives: 


  • Identify the three types of buy-sell agreements

  • Recognize advantages and disadvantages of buy-sell agreements

  • Determine who should be the proper parties to buy-sell agreements

  • Identify issues involved in funding or financing purchases or redemptions under buy-sell agreements

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Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center. 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. Paul has authored or co-authored seven books and over 500 professional articles on estate and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, Paul is a highly sought-after speaker and consultant due to his innate ability to see through complexities and explain difficult and even boring subjects in understandable and entertaining language. He minces no words in doing so. Along the way, Paul’s been a father, husband, lawyer, trustee, director, president, partner, trust protector, director of planned giving, expert witness, agent, professor, judge, juror, and a defendant, and he uses his experience in these myriad roles to guide others.

About Our Presenter

Paul hood logo
As a frequent contributor to Leimberg Information Services since its inception, Paul is a highly sought-after speaker due to his innate ability to see through complexities and explain difficult and even boring subjects in understandable and entertaining language. He minces no words in doing so. Paul has been a featured speaker at many elite institutions including NYU, Georgetown University, Duke University, Notre Dame, LSU, Tulane, Loyola in New Orleans, AICPA, and more than 20 estate planning councils.