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Beneficiary’s Asset Protected Trust Questionnaire
Beneficiary’s Asset Protected Trust Questionnaire
On the Net
2021-06-26T16:25:39-07:00
Questionnaire Date
(Required)
MM slash DD slash YYYY
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
No
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.
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