Questions to consider

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* 1. I would like to keep private the value of my business and/or inherited family assets.

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* 2. I want to keep an inherited family asset and/or my business protected from a lawsuit.

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* 3. I want to choose the investment advisor managing my trust assets.

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* 4. I want my assets to be passed down to my kids in a confidential trust.

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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.

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* 6. I want to be able to decide when a beneficiary has access to their trust information.

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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.

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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.

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* 9. I do not want to depend on a prenuptial agreement to keep my assets separate from my spouse.

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* 10. I would like to have a trust that can be amended as my life and financial circumstances change.

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* 11. I want an infrastructure to protect my separate assets in case of marriage, divorce or a lawsuit.

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* 12. Address

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* 13. Please enter the name of the animal shown above.

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