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SHOULD YOU CONSIDER A SOUTH DAKOTA TRUST?
Questions to consider
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1.
I would like to keep private the value of my business and/or inherited family assets.
(Required.)
Yes
No
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2.
I want to keep an inherited family asset and/or my business protected from a lawsuit.
(Required.)
Yes
No
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3.
I want to choose the investment advisor managing my trust assets.
(Required.)
Yes
No
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4.
I want my assets to be passed down to my kids in a confidential trust.
(Required.)
Yes
No
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5.
I do not want to be stuck with the same Bank Trust department doing the administrative
and investment management for my assets.
(Required.)
Yes
No
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6.
I want to be able to decide when a beneficiary has access to their trust information.
(Required.)
Yes
No
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7.
I do not want to pay state income taxes on income that is not being distributed to me or the beneficiaries of the trust.
(Required.)
Yes
No
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8.
I want to lower the trust cost structure by separating the duties of the investment management, distribution decisions and administrative responsibilities.
(Required.)
Yes
No
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9.
I do not want to depend on a prenuptial agreement to keep my assets separate from my spouse.
(Required.)
Yes
No
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10.
I would like to have a trust that can be amended as my life and financial circumstances change.
(Required.)
Yes
No
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11.
I want an infrastructure to protect my separate assets in case of marriage, divorce or a lawsuit.
(Required.)
Yes
No
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12.
Address
(Required.)
Name
Email Address
Phone Number
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13.
Please enter the name of the animal shown above.
(Required.)
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