Section 11.26 Buy/Sell Agreement Worksheet

• Library: Estate Planning 2013 Forms

Buy/Sell Agreement Worksheet

1. Format (choose one)

A. Entity Purchase _______

B. Cross-Purchase _______

C. Hybrid _______

2. Triggering Event/Restriction

A. Triggering Event/Result

Purchase

Event Option Obligation

Voluntary Transfer _________ _________

Involuntary Transfer _________ _________

Death _________ _________

Disability _________ _________

Retirement _________ _________

Other Termination of Employment _________ _________

B. Additional Restrictions

Yes No

1. Estate Planning Transfers Permitted _____ _____

2. All Transfers Prohibited _____ _____

3. Describe Other Permitted

Transfers:

3. Funding

A. Insurance Only Yes _____ No _____

B. Insurance Plus Deferral of Balance Yes _____ No _____

C. Deferral of Balance Yes _____ No _____

Terms

D. Collateral for Deferred Balance Yes _____ No _____

Describe

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