COMPLEX TRUST STRUCTURE
QUESTIONNAIRE
This Complex Trust Structure Questionnaire was created to assist start up and existing
companies to maximize profits and protect assets through proper structuring. To better
understand your needs, please respond to the following series of questions:
FREE PHONE CONSULTATION WITH TRUST SPECIALIST TO REDUCE YOUR TAX
LIABILITY, PROTECT 100% OF YOUR ASSETS, & MORE…
1) What is the current structure of your business?
a. Incorporated Inc.
b. S-corporation
c. LLC
d. Partnership
2) How many companies under your management?
a. Only one
b. Two
c. Multiple companies
3) How many states involved in your operation?
a. Local
b. Multiple states
c. International
4) What is the nature of your business?
a. Product sales
b. Service
c. Manufacturing
d. Investment Income
5) What tangible assets in operation?
a. Building
b. Equipment
c. Vehicles
d. Inventory
e. Rental Property
This Complex Trust Structure Questionnaire was created to assist start up and existing
companies to maximize profits and protect assets through proper structuring. To better
understand your needs, please respond to the following series of questions:
FREE PHONE CONSULTATION WITH TRUST SPECIALIST TO REDUCE YOUR TAX
LIABILITY, PROTECT 100% OF YOUR ASSETS, & MORE…
1) What is the current structure of your business?
a. Incorporated Inc.
b. S-corporation
c. LLC
d. Partnership
2) How many companies under your management?
a. Only one
b. Two
c. Multiple companies
3) How many states involved in your operation?
a. Local
b. Multiple states
c. International
4) What is the nature of your business?
a. Product sales
b. Service
c. Manufacturing
d. Investment Income
5) What tangible assets in operation?
a. Building
b. Equipment
c. Vehicles
d. Inventory
e. Rental Property
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