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Contact an AZ LLC attorney: 480-664-7478|rk@keytlaw.com
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Confidential Trust Questionnaire

Confidential Trust QuestionnaireRichard Keyt2017-02-26T07:28:01+00:00
If you purchased or intend to purchase a Confidential Trust from LLC and estate planning lawyer Richard Keyt, you must complete this Questionnaire so that Richard has the information he needs to prepare your trust.

    Complete this Questionnaire to hire Richard Keyt to form a custom drafted trust the sole purpose of which is to own interests in one or more Arizona LLCs or corporations.

  • Name of the Confidential Trust. It can be anything you want, but it must end with the word Trust. Trust names are not regulated by the government. If your trust were named the Laguana Beach Trust then the Arizona Corporation Commission's public records will show that the owner of the LLC is the Laguana Beach Trust.

  • Legal name of the person for whom the Confidential Trust will be prepared. This is the person who will be the ultimate owner of the LLC. Note: There can be two trust makers, but they must be married to each other. If a married couple will both be creating the trust then enter their legal names. Example: Homer A. Simpson and Marge B. Simpson.

  • Trustmaker's phone number.

  • Beneficiary Information

    In this section you will name the person, married couple, trust or company that will be the current beneficiary of the Confidential Trust. The beneficiary is the ultimate owner of the LLC interest. The beneficiary should be the person, couple, company or trust that would own the LLC interest if the Confidential Trust were not being used. Warning: If there will be more than one beneficiary, the limit is two and they must be married to each other.

  • Is the trustmaker a current beneficiary or if there are two trustmakers are they both current beneficiaries?

  • Legal name of the current beneficiary.

  • What is the relationship of the current beneficiary to the trustmaker(s)?

  • What is the name of the trustmaker's spouse?
  • Will the married trustmaker own the LLC interest held in trust as community property (each spouse owns 1/2) or separate property (trustmaker owns all of the LLC and the trustmaker's spouse owns none)?

    When all current beneficiaries are deceased, who will become the beneficiary or beneficiaries of the trust? Click on the appropriate button to name the future beneficiary or beneficiaries.

  • Who will become the beneficiary or beneficiaries if all current beneficiaries die?

  • What is the name of the trustmaker's existing trust created for estate planning purposes?

  • Name(s) of the person or people who are trustees of your estate planning trust?

  • What is the date of your existing trust agreement you created for estate planning.

  • What is the name of the company that will be the beneficiary?

  • In what state was the entity formed?

  • Trustee(s)

    Enter the name of the trustee(s) of the Confidential Trust.

  • Who will be the initial trustee(s) of the confidential Trust? The trustee is the legal owner of the LLC interest and must comply with the legal obligations in the trust agreement.

  • Who should become the trustee if the initial trustee or both initial trustees were to die or become incapacitated or refuse to serve as trustee?

  • Optional, but Recommended: Who should become the trustee if the initial trustee or both initial trustees were to die or become incapacitated and the first successor trustee were to die, become disabled or refuse to serve as trustee?

    Do you have any other information you want Richard Keyt to know?

  • Enter any additional information you want Richard Keyt to know about you, the trustee, beneficiary or the trust.

  • How to Pay for Your Confidential Trust

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Richard Keyt (father)
Direct Phone: 480-664-7478
Email: rk@keytlaw.com

Richard C. Keyt (son)
Direct Phone: 480-664-7472
Email: rck@keytlaw.com

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