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Key Employee Issues & Solutions

TABLE OF CONTENTS

• Key Employee Coverage Issues
• Methods of Valuing a Key Employee
• Financing the Replacement of a Key Employee
• Protecting Against the Loss of a Key Employee
• Employer-Owned Life Insurance
• Nonqualified Deferred Compensation Plan
• Nonqualified Deferred Compensation (Avoiding Constructive Receipt)
• Rabbi Trust
• Secular Trust
• Split-Dollar Arrangement
• Split-Dollar Arrangement – Deferred Compensation
• Split Dollar Arrangement – Endorsement Method
• Incentive Stock Option
• Non-Statutory Stock Option
• Executive Bonus Plan
• How an Executive Bonus Plan Works
• Executive Carve-Out Plan