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

Date: Tuesday, November 19, 2024
Time: 7:45am - 9:45am
Location: Wolferts Roost Country Club, 120 Van Rensselaer Blvd, Albany, NY 12204
Speaker: L. Paul Hood, Jr., J.D., LL.M.

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Overview: Paul will discuss a panoply of important drafting and implementation issues surrounding buy-sell agreements, including:

  • types of buy-sell agreements.
  • advantages and disadvantages of buy-sell agreements.
  • possible purposes of buy-sell agreements.
  • the importance of coordinating the buy-sell agreement with other contracts and agreements.
  • the identity of the proper parties to buy-sell agreements.
  • triggering event selection.
  • detail the variety of possible responses to the occurrence of a triggering event.
  • valuation issues in buy-sell agreements.
  • buy-sell agreement funding issues.
  • issues pertaining to related properties in buy-sell agreements.
  • disability issues in buy-sell agreements.
  • special S corporation buy-sell agreement issues.
  • miscellaneous drafting pointers.
  • ethical issues surrounding the buy-sell agreement representation.

Continuing Education (2 CEs)

CPA - yes

CFP - expected

CLEApplication for New York accreditation of this program is currently pending.

 

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