The topic for the presentation was Buy-Sell Agreements for Closely Held Businesses. The panel reviewed practical issues and tax considerations when assisting clients with succession planning and putting a buy-sell agreement in place for closely held business owners. Also discussed were valuation issues and funding mechanisms for practitioners to consider.
Shelby Wilson is the Vice Chair of the Closely Held Business Committee for the American Bar Association. She has also served on the Executive Committee of the Tax Section for the Connecticut Bar Association since 2010.