Estate Planning With Buy-Sell Agreements: Buy-Sell Plan Options, Key Provisions, Formulas, Valuation, Funding
Recording of a 90-minute CLE video webinar with 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
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
Mr. Dahl possesses a high degree of legal expertise and the critical problem solving skills necessary to develop effective, creative solutions to complex legal issues. He is one of less than 100 attorneys in the nation who is also a Certified Tax Coach. He has also successfully completed bilingual legal externships in Central and South America, and is a fluent Spanish-speaker. Mr. Dahl is active in the community as well, serving on boards and staying active with local non-profits.
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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
A native of Louisiana (and a double LSU Tiger), 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.
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