Professionals' Corner

We believe that there is no limit to the good we can do for people when skilled tax, legal and financial professionals cooperate. Our professionals’ corner creates a space where we can cooperate across disciplines to achieve great things with our clients.

 
Intersections
 
Each month, we publish and electronically distribute Intersections, a topical newsletter for tax, legal and financial professionals. Click here to sign up.
  

Tax and Legal Trends
 
MetLife’s Advanced Markets Attorneys provide monthly deep dives into the most important financial planning topics of the day.  Here are the most recent. Email us to request prior topics.
 
Specimen Documents
 
We do not draft legal documents, but we do provide samples of the most critical documents for business and estate planning.

These samples are provided for consideration by legal and tax counsel only. Always consult with your independent attorney and tax advisor for legal and tax advice, including the drafting of all legal documents.

 
We’re happy to send along samples. Other topics include:
 

Trust Specimen Agreements

  • ILIT Single Life Specimen Document
  • ILIT Joint Lives Specimen Document
  • CRUMMEY Letter & Checklist Specimen Document

Buy-Sell Specimen Documents

  • Buy-Sell Agreement Between Sole Proprietor & Key Employee  

Sole Proprietor Specimen Documents

  • Trusteed Buy-Sell Agreement Between Sole Proprietor & Key Employee.
Closely Held Business Agreements  
  • Buy-Sell Stock Redemption Agreement - Closely Held Corporation 
  • Buy-Sell Cross Purchase Agreement - Closely Held Corporation
  • Trusteed Buy-Sell Cross Purchase Agreement - Closely Held Corporation 
Partnership Agreements
  • Buy-Sell Entity Purchase Agreement - Partnership
  • Buy-Sell Cross Purchase Agreement - Partnership 
  • Trusteed Buy-Sell Cross Purchase Agreement - Partnership

 

These are sample documents that can be made available to you.
Please contact us and we can provide the appropriate documentation.