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.
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Continuing Education (2 CEs) CPA - yes CFP - expected CLE - Application for New York accreditation of this program is currently pending. |
