Stock Purchase Agreements in Estate Planning, with Forms

Stock Purchase Agreements in Estate Planning, with Forms PDF Author: Addis E. Hull
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 216

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Book Description

Stock Purchase Agreements in Estate Planning, with Forms

Stock Purchase Agreements in Estate Planning, with Forms PDF Author: Addis E. Hull
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 216

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Book Description


The Insured Stock Purchase Agreement with Sample Forms

The Insured Stock Purchase Agreement with Sample Forms PDF Author: Lawrence Brody
Publisher: American Bar Association
ISBN: 9781590318751
Category : Business & Economics
Languages : en
Pages : 120

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Book Description
Learn how a stock purchase agreement can be a successful tool for ensuring the harmonious continuation of the closely held corporation and solving the estate planning problems of its stockholders. This guide explains the most commonly used types of stock purchase agreements: stock redemption, cross-purchase, combination of redemption and cross-purchase, and wait-and-see buy-sell.

An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business

An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business PDF Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781590318379
Category : Business & Economics
Languages : en
Pages : 158

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Book Description
Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.

Structuring Buy-sell Agreements

Structuring Buy-sell Agreements PDF Author: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN: 9780791339640
Category : Sale of business enterprises
Languages : en
Pages :

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Book Description


A Practical Guide to Buy-sell Agreements

A Practical Guide to Buy-sell Agreements PDF Author: Stephen R. Akers
Publisher: ALI-ABA
ISBN: 9780831808211
Category : Business & Economics
Languages : en
Pages : 360

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Book Description


West's Legal Forms: Estate planning

West's Legal Forms: Estate planning PDF Author:
Publisher:
ISBN:
Category : Actors
Languages : en
Pages : 522

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Book Description
For drafting forms related to business organizations, divorce, retirement plans, bankruptcy, employment, estate planning, commercial transactions, real estate financing, numerous other general practice areas & specialties. Where appropriate, coverage includes the tax consequences to be considered when drafting specific forms.

Buy-Sell Agreements

Buy-Sell Agreements PDF Author: L. Paul Hood, Jr.
Publisher: Paul Hood Services
ISBN: 1647043433
Category : Business & Economics
Languages : en
Pages : 254

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Book Description
“Paul's book is written in plain language that even a client can understand, yet it still manages to cover virtually all of the key issues that a business owner needs to address…. Buy this book.” —Howard M. Zaritsky, Esq., co-author, Structuring Buy-Sell Agreements: Analysis with Forms, Second Edition. “Paul is extremely knowledgeable about buy-sell agreements, valuation and estate planning for the business owner. He clearly has a passion for the topic and depth of experience that shows throughout the breadth of the work.” —Edwin P. Morrow III, J.D., LL.M., CFP®, Huntington National Bank, co-author, The Tools & Techniques of Estate Planning (19th Ed.) A buy-sell agreement (BSA) must set the rules of transition for a closely-held business. Author L. Paul Hood, Jr. shares 30+ years of experience writing BSAs to help business owners avoid the ugly consequences of a poorly drafted BSA. You’ll learn about: Types of BSA agreements BSA trigger events Tax consequences of BSAs Best practices for best outcomes Filled with expert information, handy checklists, and useful templates, Buy-Sell Agreements: The Last Will & Testament for Your Business will help you prepare a quality BSA as well as be the lifeline for your business in times of transition.

Buy-Sell Agreements for Closely Held and Family Business Owners

Buy-Sell Agreements for Closely Held and Family Business Owners PDF Author: Z. Christopher Mercer
Publisher:
ISBN: 9780982536438
Category : Business & Economics
Languages : en
Pages : 272

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Book Description
Buy-sell agreements are among the most common yet least understood business agreements and many are destined to fail to operate like the owners expect. Many, in fact, are ticking time bombs, just waiting for a trigger event to explode. If you are a business owner or are an adviser to business owners, this book is designed for you, providing a road map for business owners to develop or improve their buy-sell agreement.

Estate Planning

Estate Planning PDF Author: Gerald S. Susman
Publisher: Law Journal Press
ISBN: 9781588520029
Category : Law
Languages : en
Pages : 486

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Book Description
This book provides the practitioner with a model succession plan to assist the next generation in receiving both business and nonbusiness assets with the lowest possible tax cost.

Case Studies in Estate Planning

Case Studies in Estate Planning PDF Author: Wayne M. Gazur
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 406

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Book Description
Now you can help your students learn the principles of estate planning by working on the kind of problems clients actually present. Case Studies in Estate Planning with Abridged Student Forms gives students hands-on experience that will prepare them for practice. the authors make their book both efficient and effective: Case studies in every chapter emphasize problems that arise in the estate planning process. the principles of estate planning are first introduced, then demonstrated through short exercises and simulated client situations. Exercises and case studies explore a broad variety of issues for great flexibility in teaching. Each chapter begins with an overview, then moves to more detailed discussion of legal doctrines and principles. an electronic forms supplement on CD supports a drafting component To The course. the book progresses from fundamental to more sophisticated topics. Organization presents a life-cycle progression, reflecting the changing needs of clients from youth through old age. Coverage of federal tax issues can be omitted at the professor's discretion. End-of-chapter bibliographies provide extensive reference sources. Can be used with a variety of other material. to capture student attention, The book presents high-interest materials, such as: Client conflicts of interest in diverse circumstances. Medical care directives, organ and tissue donations, and final arrangement instructions. Marital agreements. Transfer on death deeds. Asset protection techniques. Section 529 plans and other educational savings gift structures. Tax planning for retirement assets. Spend some time examining this new casebook and see for yourself how skillfully the authors help you lead students to enlightenment.