Legal & Documentation

Keep up with the laws and regulations that dictate how you do business – and find the forms and guidelines you need to demystify the process, including:

Primary market resources

  • Forms of Credit Agreements and LevFin Model Credit Agreement Provisions
  • Guidance on OFAC, KYC, FCPA and flood insurance regs
  • Liability management transactions drafting guidance
  • Sustainability frameworks and guidance
  • Market advisories

Secondary trading resources

  • Trade confirmations, incl. Par, Distressed and Primary Allocation
  • Participation Agreements for Par and Distressed
  • Market advisories
  • Drafting guidelines and best practices

Other resources

Related LSTA websites

Relevant other content areas

Recent media

This video walks you through the Green Loan Drafting Guidance and Engagement Letter Inserts documents recently published in final form.
LSTA’s Form of Purchase and Sale Agreement and Settling a Distressed Trade presented by David Hoyt and Kenneth Rothenberg of Alston & Bird LLP and Amanda Segal and Stacy Tecklin of Katten Muchin Rosenman LLP....
LSTA Form of Distressed Participation Agreement and Collateral Annex podcast is presented by Justine Block of Hahn & Hessen LLP and Michael Fransella and Jennifer Mink of Morrison & Foerster LLP....
In this podcast, Paul B. Haskel, Partner, Richards Kibbe & Orbe LLP and Mark Pesso, Partner, Clifford Chance US LLP discuss the LSTA’s Form of Distressed Trading Confirm....
In this podcast, Nicholas Laveris, Of Counsel of Orrick, and Amy Pasacreta, Senior Associate of Orrick, discuss the LSTA’s Form of Proceeds Letter Agreement which can be used to settle a distressed trade where the borrower is a debtor in a case under Chapter 11 of the Bankruptcy Code....

Recent publications/releases

This Practice Note examines Article 12’s new digital‑asset collateral rules, control‑based perfection, and the jurisdictional risks still shaping digital‑asset finance.
This Note highlights first‑half 2026 loan‑market trends—from bifurcated leveraged lending and private‑credit stress to updates on UCC Amendments, CRD VI, LMTs, and loan‑term negotiations.
This table refers to leveraged and certain structured loans and should be read only as illustrative of common controls.
This note offers an illustrative overview of what that process looks like in practice.
This Guidance Note examines the "reverse solicitation" exemption under CRD VI, providing practical guidance and sample language for loan market documentation.
The 14th edition of the Global Legal Group guide offers expert analysis and practical guidance on the trends, regulations and best practices specific to lending and secured finance – and is dedicated to the memory of our own Bridget Marsh.

Key subject matter experts

Tess Virmani

General Counsel and EVP/Head of Policy

Elizabeth Yazgi

Assistant General Counsel

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