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Hosted by  The Tampa Bay Estate Planning Council

Buy-Sell Agreements: Why Every Estate Planning Professional Should Pay Attention


Buy-Sell Agreements are a critical but often overlooked element of comprehensive estate and succession planning—especially for clients who own closely held businesses. While these agreements are legal documents, their implications extend far beyond the legal field. Financial advisors, accountants, insurance professionals, and trust officers all play a vital role in helping clients prepare for and navigate triggering events such as death, disability, divorce, or retirement.

This session will demystify Buy-Sell Agreements, focusing on how they function, common pitfalls, and why proactive coordination across disciplines is essential. Attendees will come away with a clearer understanding of how these agreements impact business continuity, valuations, liquidity, and the success of the overall estate plan—empowering them to better support their clients and collaborate effectively with legal counsel.


Agenda
5:15 PM - Professional Networking with Appitizers and Beverages
6:00 PM - Program Begins
7:10 PM - Program Concludes


Cost
This events is FREE for Tampa Bay Estate Planning Council members. $45 for non-members.


Registration Information
Please register by 5 PM on September 12. To let us know that you will be attending, please use one of the RSVP options on the right.

Wednesday, September 17, 2025
5:15 PM - 7:30 PM Eastern Time

Location
Hillsborough County Bar Association
Ferguson Law Center
1610 N Tampa St
Tampa   FL   33602
(813)221-7777
 
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Tampa Bay Council Members - $0
Non-Members - $45 $45.00
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Speaker Profiles

 


Robert H. Trudeau, JD, LLM
Shareholder
 Purcell Flanagan Hay & Greene

Robert H. “Bo” Trudeau is Florida Bar Board Certified in both (1) Taxation and (2) Wills, Trusts, and Estates. Bo’s practice focuses on the legal needs of business owners and high net worth individuals. Specifically, he focuses on the areas of estate planning, estate and trust administration, asset protection, taxation, business planning, and the preparation and negotiation of marital agreements for high net worth individuals.

Bo received his B.A. from Clemson University. He received his J.D., cum laude, from the University of South Carolina and was granted membership in the Order of the Wig and Robe and the Order of the Coif (each Order awarding membership for academic achievement). He received his LL.M. in Taxation from the University of Florida, and was admitted as a Graduate Tax Scholar. Bo graduated in the top 5% of his class in both his J.D. and LL.M. programs.

Bo frequently lectures on topics such as basic and advanced estate and tax planning, planning for owners of closely-held businesses (with a particular focus on buy-sell agreements), and asset protection. Bo is a past Chair of the Board Certification Committee (Taxation) for The Florida Bar, and he is a past President and board member for the Estate Planning Council of Northeast Florida. He is also a member of the Real Property, Probate & Trust Law and Tax sections of The Florida Bar.
Event ID  331