Review and Rewrite Virtually Every
Business Buy-Sell Agreement!
(Or learn to do it yourself right the first time!)
Very often, attorneys will simply pull out a form and draft a Buy-Sell Agreement, without much experience in implementing them or a real understanding of the issues and nuances involved.
And far too often, that “boilerplate” Buy-Sell Agreement later becomes the business litigator’s dream paycheck! And often it constitutes malpractice.
Wouldn’t it be nice to know the traps of Buy-Sell Agreements, before you fall into them? And wouldn’t it be nice to have a practical checklist of the top mistakes found in Buy-Sell Agreements, so you can quickly review existing ones - - and gain the attention and trust of high net worth business owners?
Whether you’re an attorney, CPA, financial advisor or insurance agent, you now have an opportunity to listen and learn from one of the nation’s renowned estate planning attorneys, L. Paul Hood, Jr., JD, LL.M., as he shares some of his unique insights in this presentation entitled, “Is Your Buy-Sell Agreement Up to Snuff? - - Things to Remember in Buy-Sell Agreements”
During this 72-minute presentation, Paul will cover:
- What a buy-sell agreement is, and the three types of buy-sell agreements.
- The right and wrong types of Buy-Sell Agreements for specific situations and purposes.
- The Fire Drill: A great and foolproof way to generate buy-sell agreement reviews and new buy-sell agreement engagements.
- Why a bad Buy-Sell Agreement often is worse than none at all!
- The “triggering events”- - not just death, disability or divorce - - that need to be considered and appropriately addressed.
- How to use Paul’s killer Buy-Sell Options Grid, which clients love and possibly is the greatest and most effective practice management tool in the buy-sell arena ever devised.
- How to choose the right response for each triggering event.
- Why failure to review all governance documents and other important contracts before drafting or amending buy-sell agreements is malpractice per se.
- Why and how to avoid “valuation hell” - - the right and wrong valuation methods and procedures.
- The crisis caused by improper funding approaches or worse - - none at all!
- Special hidden traps for S Corporations.
- Some of the thorny ethical issues lurking around Buy-Sell Agreements.
- And lots of other “potholes” for the unwary!
- PLUS, included in the presentation materials, you will receive modifiable versions of the following items:
- Whole Interest Transfer Agreement
- A Short Guide to the Interest Transfer Agreement
- The Buy-Sell Options Grid
- A Buy-Sell Agreement Drafting Checklist
- A Buy-Sell Agreement Review Checklist
Your purchase includes an instantly downloadable MP4 video and audio recording, PDF handout materials and Modifiable Checklists and Charts. You get all of this and more for your office for just $149. A PDF transcript is available as an add-on for an additional fee.
- Program Title: Is Your Buy-Sell Agreement Up to Snuff? – – Things to Remember in Buy-Sell Agreements
- Speaker: L. Paul Hood. Jr.
- Duration: 72 minutes
ABOUT THE SPEAKER
Paul is an author, speaker and consultant on tax, estate and charitable planning. 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. Paul has authored or co-authored nine books and over 500 professional articles on estate, charitable…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.