Estate Planning With Buy-Sell Agreements: Buy-Sell Plan Options, Key Provisions, Formulas, Valuation, Funding

Mr. Bridgers is a Member of Illumine Legal LLC, contributing his extensive experience in estate planning, business succession, and taxation. With over 16 years of experience as both a practicing attorney and outsourced consultant, he advises on complex wealth transfer issues in a strategic capacity while also dedicating significant time to professional education and content creation for the broader estate planning community. Mr. Bridgers practice encompasses not just the drafting and maintenance of general estate planning structures, but also complex transfers of liquid and illiquid assets through structures such as defective grantor trusts, spousal lifetime access trusts, decanting, sales, qualified small business stock (QSBS), non-grantor trusts, and split-interest trusts. He also acts in a co-counsel or outsourced capacity to review proposed or existing trusts and wealth transfer plans, as well as transfer tax returns such as Forms 706, 709, 706-GS(D), and 706-GS(T).

A native of Louisiana (and a double LSU Tiger), Mr. Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. He has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. Mr. Hood has authored or co-authored seven books and over 500 professional articles on estate, charitable and tax planning and business valuation. A frequent contributor to Leimberg Information Services since its inception, he is a highly sought after speaker and consultant because of his innate ability to see through the complexity and explain difficult and even boring subjects in understandable and entertaining language and mince no words in doing so. Mr. Hood is an author, speaker and consultant on tax, estate and charitable planning. He also is a Vice-President with Thompson & Associates, a charitable estate planning firm. Mr. Hood's website is www.paulhoodservices.com.