web analytics
AdvancedMarkets
Checklists SPECIMEN DOCUMENTS LIFE CHECKLISTS IMPLEMENTATION CHECKLISTS
Childbirth Checklist  Irrevocable Life Insurance Trust (One-Life Policy) 
Marriage/Remarriage Checklist  Irrevocable Life Insurance Trust (Survivorship Policy) 
Divorce Checklist  Limited Partnership Formation 
College Education Checklist  Partnership Entity-Purchase Agreement 
Home Purchase Checklist  Partnership Cross-Purchase Agreement 
Major Illness/Long-Term Disability Checklist  Corporate Stock Redemption Agreement 
Care of an Aging Parent Checklist  Corporate Cross-Purchase Agreement 
Retirement Checklist  Section 303 Stock Redemption Agreement 
Relocation Checklist  Split-Dollar (Endorsement Method) 
Preparing for Death Checklist  Split-Dollar (Collateral Assignment Method, Non-Equity) 
Responsibility of Surviving Relatives Checklist  Split-Dollar (Collateral Assignment Method, Equity, Term Loan) 
Business Start-Up Checklist  Split-Dollar (Collateral Assignment Method, Equity, Demand Loan) 
Business Succession Planning Checklist  Nonqualified Deferred Comp. Arrangement (Salary Continuation or SERP) 
Executor Checklist  Nonqualified Deferred Comp. Arrangement (True Deferral or Salary Reduction) 
Estate Planning Checklist  Executive Bonus (Section 162) Arrangements 
Inheritance Checklist  Charitable Giving Checklist 

Terms of Use