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Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

Mr. Siegel, who wrote, and uses for his clients, this Form, advises that these buy-sell agreements are now more attractive to clients. Specifically, he says:
"Since the 2017 Act repealed the corporate alternative minimum tax, the prior law making life insurance payments owned by a corporation and collected at death to facilitate a buy-sell an AMT tax preference is over. That discouraged some C corporation entity purchases. They may be more favorable now."

This is an entity purchase Stockholders’ Agreement whereby the Corporation is the purchaser of the stock of a deceased or disabled stockholder. The Agreement addresses a number of situations where a stockholder may wish to sell his or her stock, namely a sale to a third party, death and permanent disability. Article IV gives the corporation first, then the remaining stockholders, a right of first refusal to purchase the shares of a stockholder wishing to sell. Note that the price indicated here for the “insiders” to buy is the lesser of the third-party offered price or the agreed-upon price for the stock included in the Agreement. If desired, that could be changed to force the insiders to meet the offered price.
Spousal Lifetime Access Trust (SLAT) (10 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

This is a Form of a Spousal Lifetime Access Trust. With the increased transfer tax exclusion in 2018 and the concern that the law will sunset in eight years – and possibly sooner via political change, the SLAT is an excellent way for a person to make a transfer using this trust that names his or her spouse as the primary beneficiary without claiming the marital deduction, so that the donor spouse is assured of using the increased exclusion just in case it is reduced in the future.  


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