web analytics
AdvancedMarkets
More Information and Checklists SPECIMEN DOCUMENTS MORE INFORMATION LIFE CHECKLISTS IMPLEMENTATION CHECKLISTS
Private Split-Dollar Life Ins. Agreement (Endorsement, Non-Equity)  Private Split-Dollar Life Ins. Agreement (Restrictive Collateral Assignment with ILIT) 
Childbirth Checklist  Marriage/Remarriage Checklist  Divorce Checklist 
Irrevocable Life Insurance Trust (One-Life Policy)  Irrevocable Life Insurance Trust (Survivorship Policy) 
Private Annuity Agreement  College Education Checklist  Limited Partnership Formation 
Unsecured Promissory Note  Home Purchase Checklist  Partnership Entity-Purchase Agreement 
Independent Contractor Agreement  Major Illness/Long-Term Disability Checklist  Partnership Cross-Purchase Agreement 
Confidentiality Agreement  Care of an Aging Parent Checklist  Corporate Stock Redemption Agreement 
Indemnity Agreement  Retirement Checklist  Corporate Cross-Purchase Agreement 
Producer Medicaid Agreement  Relocation Checklist  Section 303 Stock Redemption Agreement 
Client Refusal to Follow Recommendation  Preparing for Death Checklist  Split-Dollar (Endorsement Method) 
Responsibility of Surviving Relatives Checklist  Business Start-Up Checklist  Business Succession Planning Checklist 
Split-Dollar (Collateral Assignment Method, Non-Equity)  Split-Dollar (Collateral Assignment Method, Equity, Term Loan) 
Executor Checklist  Split-Dollar (Collateral Assignment Method, Equity, Demand Loan) 
Estate Planning Checklist  Inheritance Checklist 
Nonqualified Deferred Comp. Arrangement (Salary Continuation or SERP) 
Charitable Giving Checklist  Nonqualified Deferred Comp. Arrangement (True Deferral or Salary Reduction) 
Executive Bonus (Section 162) Arrangements 

Terms of Use