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Family and Estate Planning for Shareholders

This shareholder agreement template modifies our standard version with specific changes to share transfer rules. It includes a right of first refusal for current shareholders before outside sales, with exceptions for family transfers and in cases of shareholder death or incapacity, ensuring control and anti-dilution while providing for fair share valuation and addressing potential complications with inheritances and their impact on the business.

Family and Estate Planning for Shareholders is part of Corporate. Just £38.50 + VAT provides unlimited downloads from Corporate for 1 year.

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