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Structuring Buy-Sell Agreements: Analysis with Forms

Structuring Buy-Sell Agreements: Analysis with Forms

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Buy-sell agreements take many forms and perform many functions. Structuring Buy-Sell Agreements: Analysis with Forms, Second Edition examines how buy-sell agreements work and analyzes all the tax, legal, and business issues associated with these agreements. It also provides planning strategies as well as advice on avoiding the pitfalls that can arise in crafting these agreements and offers numerous sample agreements and checklists to assist practitioners in crafting these agreements for their clients. Extensive coverage of the estate planning implications and uses for these agreements is also provided.

In this Guide, you'll get comprehensive information and tools, including:

  • Income tax considerations and strategies associated with buy-sell agreements used by partners, LLC members, S corporation shareholders, and C corporation shareholders
  • Estate, gift, and GST tax considerations of such arrangements
  • Transfer restrictions, funding mechanisms, valuation methods, and other special considerations.
  • Sample agreements and related checklists for corporations and their shareholders, partnerships and their partners
  • Additional tools for LLCs and their members, including documentation for redemption, cross-purchase, hybrid, collateralized, "trusteed," and "wait-and-see" arrangements

  • Structuring Buy-Sell Agreements: Analysis With Forms - Zaritsky, Aghdami & Mancini
    • Chapter 1: Overview
    • Chapter 2: Income Taxation of Sales Under C Corporation Redemption Agreements
    • Chapter 3: Income Taxation of Sales Under C Corporation Cross-Purchase Agreements
    • Chapter 4: S Corporation Buy-Sell Agreements
    • Chapter 5: Income Taxation of Sales Under Partnership and LLC Buy-Sell Agreements
    • Chapter 6: Estate, Gift, and Generation-Skipping Transfer Tax Consequences of Buy-Sell Agreements
    • Chapter 7: Selecting and Enforcing Transfer Restrictions
    • Chapter 8: Funding Mechanisms for Buy-Sell Agreements
    • Chapter 9: Valuation Methods for Buy-Sell Agreements
    • Chapter 10: Voting Agreements, Restraints on Competition, and Other Special Provisions
    • Appendix Buy-Sell Agreement Forms
  • Structuring Buy-Sell Agreements: Analysis with Forms Sample View