Buy and Sell Agreements

Buy & Sell Agreements               

Concept: Plan for the buyout of a private shareholder at death

Need: Shareholders of a private corporation willing to plan for future funding needed today Desire to ensure smooth transition of business at death Want to implement shareholders’ agreement with buy-sell provisions

Benefits: Funds available exactly when needed Insurance proceeds received tax free
Flexible structure:
– Promissory note
– Redemption
– Crisscross

If corporate owned:
– Premiums paid with cheaper after-tax dollars
– Proceeds generate credit to Capital Dividend Account

Strategy: Shareholders of a private corporation are insured under a life insurance policy proceeds are used to fund the buy-out at death.

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