An Estate Planners Guide To Buy Sell Agreements For The Closely Held Business

Author : Louis A. Mezzullo
Publisher : American Bar Association
ISBN 13 : 9781590318379
Total Pages : 158 pages
Book Rating : 4.74/5 ( download)

DOWNLOAD NOW!

Download or read book An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2007 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : L. Paul Hood, Jr.
Publisher : Paul Hood Services
ISBN 13 : 1647043433
Total Pages : 254 pages
Book Rating : 4.38/5 ( download)

DOWNLOAD NOW!

Download or read book Buy-Sell Agreements written by L. Paul Hood, Jr. and published by Paul Hood Services. This book was released on 2021-04-28 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt: “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.

Author : Stephan R. Leimberg
Publisher : Kaplan Publishing
ISBN 13 :
Total Pages : 348 pages
Book Rating : 4.19/5 ( download)

DOWNLOAD NOW!

Download or read book The Corporate Buy-sell Handbook written by Stephan R. Leimberg and published by Kaplan Publishing. This book was released on 1992 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt: When an owner of a small corporation dies, is divorced, or sells the business, the remaining shareholders can ensure a smooth transition and stable succession through a buy-sell agreement. A buy-sell agreement long favored by savvy estate planners, ensures that surviving shareholders will have the cash necessary to purchase the heirs' interests; that surviving shareholders will pay a fair price for the stock; and that outsiders will be prevented from interfering in the management of the business. This essential book for every small and private corporation presents all the information needed to implement a buy-sell agreement: how to set it up and fund it; how to deal with estate and income taxation; whether to use life insurance, pension, ESOP, or some other funding scheme, and much more.

Author : Stephen R. Akers
Publisher : ALI-ABA
ISBN 13 : 9780831808211
Total Pages : 360 pages
Book Rating : 4.17/5 ( download)

DOWNLOAD NOW!

Download or read book A Practical Guide to Buy-sell Agreements written by Stephen R. Akers and published by ALI-ABA. This book was released on 2002 with total page 360 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Z. Christopher Mercer
Publisher :
ISBN 13 : 9780982536438
Total Pages : 272 pages
Book Rating : 4.37/5 ( download)

DOWNLOAD NOW!

Download or read book Buy-Sell Agreements for Closely Held and Family Business Owners written by Z. Christopher Mercer and published by . This book was released on 2010-08 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Frank B. Weisz
Publisher : Farrar Straus & Giroux
ISBN 13 : 9780878630653
Total Pages : 11 pages
Book Rating : 4.51/5 ( download)

DOWNLOAD NOW!

Download or read book An Estate Planner's Guide to Business Agreements and Estate Planning Documents written by Frank B. Weisz and published by Farrar Straus & Giroux. This book was released on 1981 with total page 11 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Louis A. Mezzullo
Publisher : American Bar Association
ISBN 13 : 9781604425024
Total Pages : 126 pages
Book Rating : 4.24/5 ( download)

DOWNLOAD NOW!

Download or read book An Estate Planner's Guide to Life Insurance written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2009 with total page 126 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Louis A. Mezzullo
Publisher :
ISBN 13 : 9781641056540
Total Pages : pages
Book Rating : 4.41/5 ( download)

DOWNLOAD NOW!

Download or read book An Estate Planner's Guide to Family Business Entities written by Louis A. Mezzullo and published by . This book was released on 2020 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "This fourth edition to An Estate Planner's Guide to Family Business Entities brings the second edition current through December 1, 2019 and is designed for the estate planner who is considering the most appropriate way to achieve his or her client's goal of transferring wealth to younger family members. Although it covers both tax and nontax considerations, its major emphasis is on the tax considerations, covering choosing the business entity and comparing the various entities that are available; highlighting recent developments concerning choice of entity; covering the application of the special valuation rules and other transfer tax issues, as well as the use of a grantor retained annuity trust to reduce the value of the gift when transferring an interest in a family-held entity, are discussed"--

Author : L. Paul Hood
Publisher : Self-Counsel Press
ISBN 13 : 9781770401440
Total Pages : 0 pages
Book Rating : 4.4X/5 ( download)

DOWNLOAD NOW!

Download or read book Buy-Sell Agreements (US) written by L. Paul Hood and published by Self-Counsel Press. This book was released on 2013-11-15 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you are opening or joining a business, congratulations! Believe it or not, it is now, at the start, that you should also be thinking about the possible end of the business arrangement.Many business owners rarely think about the day when their business arrangement may change or even end; however, the fact remains that in every multiple-owner business, buy-sell agreements (also called buyout agreements) are extremely important documents to consider. Unfortunately, they are often overlooked in a business plan.Buy-sell agreements can be one of the hardest documents to draft, which explains why so many are incomplete. So, where do you begin? Author L. Paul Hood Jr. is an expert on just such documents, and in this book, he guides readers through the process to create an agreement that will cover all the details.

Author : Ray D. Madoff
Publisher : CCH
ISBN 13 : 9780808092339
Total Pages : 844 pages
Book Rating : 4.32/5 ( download)

DOWNLOAD NOW!

Download or read book Practical Guide to Estate Planning 2009 written by Ray D. Madoff and published by CCH. This book was released on 2008-11 with total page 844 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.