Beneficiary's Asset Protected Trust Questionnaire

Questionnaire Date(Required)

Beneficiary's Asset Protected Trust(Required)

The purpose of this questionnaire is to collect the information needed to create one or more irrevocable trusts that hold assets contributed to the trust by the trust maker that the trustee holds for a beneficiary, which assets are protected from the beneficiary's creditors. ex-spouses, and a bankruptcy court.

Trust Maker's Legal Name(Required)

First Middle Last Suffix

Legal name of the person who is creating the trust.

Is the Trust Maker Married or Single?(Required)

Married

Single

Will Trust Maker's Spouse Also Be a Trust Maker?(Required)

Yes

Trust Maker's Spouse's Legal Name(Required)

First Middle Last Suffix

Legal name of the second person who will be a co-creator of the trust.

Beneficiary’s Asset Protected Trust Questionnaire