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Business Planning BUYOUT AGREEMENT SPECIMEN DOCUMENTS SPLIT-DOLLAR LIFE INSURANCE EXECUTIVE BONUS ARRANGEMENTS
Sole Proprietorship Buyout Agreement  Partnership Entity-Purchase Buyout Agreement  Partnership Cross-Purchase Buyout Agreement  Optional Clauses for "Trusteed" Corporate Cross-Purchase Agreement  Corporate Stock Redemption Agreement  Optional Involuntary Lifetime Transfer Buyout Clause  Optional Termination of Employment Purchase Option  Corporate Cross-Purchase Agreement  Optional Clauses for "Trusteed" Partnership Cross-Purchase Agreement 
Split-Dollar Life Insurance Agreement (Endorsement Method, Employer—Pay-All, Non-Equity)  Beneficiary Designation-Endorsement Split-Dollar  Corporate Resolution for Endorsement Split-Dollar  Split-Dollar Life Insurance Agreement (Collateral Assignment Method, Non-Equity)  Split-Dollar Life Insurance Agreement (Collateral Assignment, Equity, Demand Loan)  Split-Dollar Life Insurance Agreement (Collateral Assignment, Equity, Term Loan)  Assignment of Policy as Collateral 
Executive Bonus (Section 162) Agreement-Single Bonus  Executive Bonus (Section 162) Agreement-Double Bonus  Restrictive Executive Bonus Agreement-Single Bonus  Restrictive Executive Bonus Agreement-Double Bonus  Board Resolution for Executive Bonus-Single Bonus  Board Resolution for Executive Bonus-Double Bonus  Board Resolution for Restrictive Executive Bonus Agreement-Single Bonus 
Section 303 Stock Redemption Agreement  LLC Entity-Purchase Agreement  Wait-and-See Corporate Buy-Sell Agreement  Optional "Wait-and-See" Buyout Clause  Optional Disability Buyout Clause  Optional Language for Split-Dollar Life Insurance with Cross-Purchase Agreement  Addendum to Buy-Sell Agreement  Stock Transfer Form  Consent Form for Spouse  Affidavit of Independent Counsel 
Corporate Resolution for Collateral Assignment for Split-Dollar  Promissory Note for Demand Loan  Promissory Note for Term Loan  Private Split-Dollar Life Insurance (Cross-Purchase Funding)  NON-QUALIFIED DEFERRED COMPENSATION Nonqualified Deferred Compensation Agreement (Salary Continuation or SERP Supplemental Executive Retirement Plan)  Nonqualified Deferred Compensation Agreement (True Deferral or Salary Reduction) 
Board Resolution for Restrictive Executive Bonus Agreement-Double Bonus  OTHER DOCUMENTS Death Benefit Only Arrangement  Key Person Life Insurance-Board Minutes & Resolutions  Articles of Limited Partnership  Certificate of Limited Partnership  Subscription and Acceptance by Limited Partner  Employer-Owned Life Insurance—Notice and Consent 
Election of Deferral  Notice of Discontinuance  Board Minutes & Resolutions  ERISA Reporting & Disclosure Stmt. (Unfunded Nonqualified Deferred Compensation Plans)  Rabbi Trust (IRS Form)  Secular Trust 

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