[WSBARP] Stock Restriction Agreement

[Paul Neumiller]

Thank you.  Much appreciated.


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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Robert Pampell
Sent: Thursday, May 18, 2023 4:40 PM
To: 'WSBA Real Property Listserv' <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Stock Restriction Agreement

Paul,
Here are a couple of items in my forms folders.  Apparently, the more complete ones are buried somewhere in client folders.  The agreement form is pretty brief and was based in another state, but I think it is mostly or all applicable in a MBCA state.  The other form contains language relating to insurance buy-sell provisions, as well as S Corp provisions.

If you need something more, you could try to find the excellent book 'Estate Planner's Guide to Buy-Sell Agreements' by Louis Mezzullo.

Hope this helps.

Bob Pampell

21st Century Law Office, PLLC
19125 Northcreek Parkway, Suite 120
Bothell, WA 98011
voice: 425-329-2629
fax: 877-640-6403
cell: 425-501-4784
email: rpampell at swcp.com<mailto:rpampell at swcp.com>
http://www.linkedin.com/in/robertpampell
www.21stLawOffice.com<http://www.21stlawoffice.com/>



From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> <wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com>> On Behalf Of Paul Neumiller
Sent: Thursday, May 18, 2023 3:37 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Subject: Re: [WSBARP] Stock Restriction Agreement

Anyone?


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From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> <wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com>> On Behalf Of Paul Neumiller
Sent: Wednesday, May 17, 2023 4:23 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Subject: [WSBARP] Stock Restriction Agreement

Listmates, after more years than I care to admit, I find myself again preparing a stock restriction agreement.  Small, closely held, Washington S-corporation has parent's transferring 50% of stock to son (I know, I know, I advised them to transfer only 49%) who will eventually take over the business.  Anyone have a recent sample stock restriction agreement I could take and edit to meet my situation?


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