Nationally-known tax and estate attorney Lou Mezzullo and I will be conducting a teleconference sponsored by the Section of Real Property, Trust & Estate Law of the American Bar Association on Thursday, August 18th. The session is titled “Business and Valuation Issues That Will Keep Your Clients’ Buy-Sell Agreements From Working.”
Lou is the author of a number of guides for the American Bar Association, and, in particular, An Estate Planner’s Guide to Buy-Sell Agreements for the Closely Held Business, Second Edition. Lou brings his background and experience as a lawyer to the session. My background is as a businessman and a valuation guy. My latest book on the topic is Buy-Sell Agreements for Closely Held and Family Business Owners.
We have both prepared top-notch course materials and are ready for the 90 minute session. I will discuss what I believe to be the best valuation process to assure workable transactions for most successful, closely held and private businesses.
After this teleconference, you will have the knowledge and tools necessary to empower you to talk with those existing clients who have buy-sell agreements about strengthening their agreements so that they will work as intended once that inevitable trigger event happens.
Register online here. I hope to “see” you there! Course particulars, including times in your time zone, are reproduced below for reference.
Business and Valuation Issues That Will Prevent Your Clients’ Buy-Sell Agreements From Working
Event Code: RP1TSA
Thursday, August 18, 2011
Format: Teleconference and Live Audio Webcast
Duration: 90 minutes
Sponsor: The American Bar Association Section of Real Property, Trust & Estate Law
|1:00 PM – 2:30 PM Eastern||12:00 PM – 1:30 PM Central|
|11:00 AM – 12:30 PM Mountain||10:00 AM – 11:30 AM Pacific|