Shareholder agreements are most commonly associated with commercial arrangements amongst independent third parties. However, shareholder agreements or similar equity holder agreements can also be a useful tool for wealthy families to address their succession planning objectives.

This webinar looks at practical considerations of shareholder agreements in a succession planning context, including:

• Distinguishing succession planning agreements from more traditional buy-sell agreements

• Using equity participant agreements for non-corporate entities.

• Considering the key provisions that should be addressed in the agreement.

• Assessing the tax effectiveness of shareholder agreement arrangements.