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AdvancedMarkets
AdvancedMarkets Specimen Documents

"We are in bondage to the law so that we might be free." - Marcus Tullius Cicero

  Estate Planning

Looking for a sample ILIT to share with a client's attorney? How about a living will or a durable power of attorney? Samples of a variety of estate planning documents can be found here.

  Charitable Giving

Whether inter vivos or testamentary, sample CRATs, CRUTs, CLATs, CLUTs and CGAs are located in this section. Add an IRA Charitable Rollover and other documents for a robust charitable giving document library.

Additional Information

 ♦ More Information and Checklists   ♦ Updates 

  Business Planning

This section contains a vast assortment of documents covering buy-sell agreements, split-dollar agreements, nonqualified deferred compensation and other executive compensation arrangements.

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