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Course Details

Course Information
  • smart_display Format

    Live Online with Live Q&A

  • signal_cellular_alt Difficulty Level

    Intermediate

  • work Practice Area

    Estate Planning

Date & Time
  • event Date

    Thursday, July 17, 2025

  • schedule Time

    1:00 p.m. ET./10:00 a.m. PT

  • timer Program Length

    90 minutes

Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.

$297.00

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.

Faculty

L. Paul Hood
Consultant
Paul Hood Services, LLC

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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Description

A buy-sell agreement is essential to estate planning and business succession. Estate planners can ensure optimum succession planning and estate tax benefits by expertly structuring a buy-sell deal for family businesses.

The primary objective of a buy-sell agreement is to provide stability for a family business upon the owner's death, disability, or retirement. However, for estate planning purposes, these agreements can provide (1) a market for an illiquid asset, (2) liquidity to pay estate taxes, (3) provide for the surviving spouse and heirs, and (4) lock in the value of ownership interest for estate tax purposes.

To fully unlock the estate planning and tax benefits of a buy-sell agreement, estate planners must determine which type of buy-sell agreement to use, key terms when structuring or modifying these agreements, restrictions on transfers and other rights, funding options, and other vital issues.

Listen as our panel discusses drafting considerations, valuation challenges and formulas, and other critical 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?