CBExP

Is Your Client's Buy-Sell Agreement Up to Snuff? Issues Exit Planners Need To Review


Description
This course reviews a panoply of important drafting and implementation issues surrounding buy-sell agreements, including:

1. Types of buy-sell agreements.

2. Advantages and disadvantages of buy-sell agreements.

3. Possible purposes of buy-sell agreements.

4. The importance of coordinating the buy-sell agreement with other contracts and agreements.

5. The identity of the proper parties to buy-sell agreements.

6. Triggering event selection.

7. Detail the variety of possible responses to the occurrence of a triggering event.

8. Valuation issues in buy-sell agreements.

9. Buy-sell agreement funding issues.

10. Issues pertaining to related properties in buy-sell agreements.

11. Disability issues in buy-sell agreements.

12. Special S corporation buy-sell agreement issues.

13. Miscellaneous drafting pointers.

14. Ethical issues surrounding the buy-sell agreement representation.
Content
  • how to take this course
  • video lecture
  • Is Your Client's Buy-Sell Agreement Up to Snuff?
  • ppt deck
  • Is Your Client's Buy-Sell Agreement Up to Snuff?
  • final exam
Completion rules
  • All units must be completed