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Suite 209-308

Lawrenceville, GA 30044


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T: 678-775-3000

Toll Free: 800-541-1236
F: 678-775-3014​​

 

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© 2012 by W.S. Jones & Associates, Inc., All rights reserved

Personal Planning

Estate Planning Training
Minimize Estate Shrinkage
Prudential Estate Fact Finder
Trans Estate Fact Finder
Retirement Planning
Guarantees in Retirement
Charitable Gifting
Special Needs Trust
Irrevocable Life Trust
Blended Families Planning
Bypass Trust
Dynasty Trust
Family Limited Partnership
Defective Grantor Trust

Business Planning

Business Planning Guide
Comparison of Business Entities
Business Succession C Corp
Buy-Sell C Corp
Business Succession S Corp
Key Person Fact Finder
Deferred Compensation

Sample Documents

WILLS
TRUSTS

Simple Will, Self-Proving Affidavit, Will with Testamentary Trust, Will with Pourover to Living Trust, Codicil (Amendment to Will).

Irrevocable Life Insurance Trust (Single & Survivor Life), Flexible ILIT, Crummey Power Notice Letter, QTIP Marital Deduction & Credit Shelter Trust, Revocable Living Trust, Section 2503(c) Minor's Trust, Spousal Support Trust, Special Needs Trust, Amendment to Trust, Dynasty Trust.

RETIREMENT

Adoption of Qualified Retirement Plan, Qualified Retirement Plan Bene Designation & Spousal Waiver, Sample Minutes Adopting 403(b) Annuity Plan, 403(b) Annuity Purchase Agreement.

CHARITABLE GIFTING

Whether inter vivos or testamentary, sample CRATs, CRUTs, CLATs, CLUTs and CGAs are located in this link.  Add an IRA Charitable Rollover and other documents for a robust charitable giving document library.

OTHER DOCUMENTS

Living Will, Power of Attorney, Custodial Gift to Minor under UTMA, Qualified Disclaimer, Agreement to Waive Right of Inheritance, Section 6155 Election, Estate Planning Factfinder.

BUYOUT AGREEMENTS

Sole Proprietorship, Corporate & Partnership Agreements, Corporate Stock Redemption, Involuntary Lifetime Transfer, Termination of Employment Purchase Option, Section 303 Stock Redemption, Wait-and-See Corporate Buy-Sell, Stock Transfer Form, many more.

EXECUTIVE BONUS

Exec Bonus - Single & Double, Restrictive - Single & Double, Board Resolution, many more.

NQ DEFERRED COMP

Nonqualified Deferred Comp Agreement (Salary Continuation of SERP Supp Executive Retirement Plan), Election of Deferral, Notice of Discontinuance, Board Minutes and Resolutions, Rabbi Trust (IRS Form), Secular Trust, many more.

SPLIT-DOLLAR

Split-Dollar Life Insurance Agreement (Endorsement, Method, Employer - Pay-All, Non-Equity), Bene Designation, Corporate Resolution, Assignment of Policy as Collateral, Promissory Note, many more.

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