{"id":5102,"date":"2013-04-13T14:39:36","date_gmt":"2013-04-13T21:39:36","guid":{"rendered":"http:\/\/www.keytlaw.com\/azllclaw\/?page_id=5102"},"modified":"2017-02-26T07:28:01","modified_gmt":"2017-02-26T14:28:01","slug":"ct-questionnaire","status":"publish","type":"page","link":"https:\/\/www.keytlaw.com\/azllclaw\/ct-questionnaire\/","title":{"rendered":"Confidential Trust Questionnaire"},"content":{"rendered":"<script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof 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gform.doHook(\"filter\",o,arguments)},removeAction:function(o,r){gform.removeHook(\"action\",o,r)},removeFilter:function(o,r,e){gform.removeHook(\"filter\",o,r,e)},addHook:function(o,r,e,t,n){null==gform.hooks[o][r]&&(gform.hooks[o][r]=[]);var d=gform.hooks[o][r];null==n&&(n=r+\"_\"+d.length),gform.hooks[o][r].push({tag:n,callable:e,priority:t=null==t?10:t})},doHook:function(r,o,e){var t;if(e=Array.prototype.slice.call(e,1),null!=gform.hooks[r][o]&&((o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==r?t.apply(null,e):e[0]=t.apply(null,e)})),\"filter\"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}});\n\/* ]]> *\/\n<\/script>\n\n                <div class='gf_browser_gecko gform_wrapper gform_legacy_markup_wrapper gform-theme--no-framework' data-form-theme='legacy' data-form-index='0' id='gform_wrapper_3' style='display:none'>\n                        <div class='gform_heading'>\n                            <p class='gform_description'>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.<\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data'  id='gform_3'  action='\/azllclaw\/wp-json\/wp\/v2\/pages\/5102' data-formid='3' novalidate>\n                        <div class='gform-body gform_body'><ul id='gform_fields_3' class='gform_fields top_label form_sublabel_below description_below validation_below'><li id=\"field_3_42\" class=\"gfield gfield--type-date gfield--input-type-date gfield--input-type-datepicker gfield--datepicker-no-icon gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_42'>Questionnaire&#039;s Date<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_date'>\n                            <input name='input_42' id='input_3_42' type='text' value='07\/14\/2026' class='datepicker gform-datepicker dmy datepicker_no_icon gdatepicker-no-icon'   placeholder='dd\/mm\/yyyy' aria-describedby=\"input_3_42_date_format\" aria-invalid=\"false\" aria-required=\"true\"\/>\n                            <span id='input_3_42_date_format' class='screen-reader-text'>DD slash MM slash YYYY<\/span>\n                        <\/div>\n                        <input type='hidden' id='gforms_calendar_icon_input_3_42' class='gform_hidden' value='https:\/\/www.keytlaw.com\/azllclaw\/wp-content\/plugins\/gravityforms\/images\/datepicker\/datepicker.svg'\/><\/li><li id=\"field_3_32\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Our Fee to Prepare a Confidential Trust<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_32'>\n\t\t\t<li class='gchoice gchoice_3_32_0'>\n\t\t\t\t<input name='input_32' type='radio' value='We charge $497 to prepare a revocable living trust that can be used to keep your name off the official records of the Arizona Corporation Commission.  This trust can be the owner\/member of one or more Arizona LLCs so the trust\u2019s name (not the person who created the trust) is shown as the LLC\u2019s member on the ACC\u2019s website.  On the death of a sole current beneficiary or the death of both current beneficiaries the assets in the trust will pass automatically and outright to the person, people or entity named in the trust agreement.  Assets in the trust will not be held in the trust for future beneficiaries.' checked='checked' id='choice_3_32_0'    \/>\n\t\t\t\t<label for='choice_3_32_0' id='label_3_32_0' class='gform-field-label gform-field-label--type-inline'>We charge $497 to prepare a revocable living trust that can be used to keep your name off the official records of the Arizona Corporation Commission.  This trust can be the owner\/member of one or more Arizona LLCs so the trust\u2019s name (not the person who created the trust) is shown as the LLC\u2019s member on the ACC\u2019s website.  On the death of a sole current beneficiary or the death of both current beneficiaries the assets in the trust will pass automatically and outright to the person, people or entity named in the trust agreement.  Assets in the trust will not be held in the trust for future beneficiaries.<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_3_3\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_3'>Trust Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_3'><p>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.<\/div><div class='ginput_container ginput_container_text'><input name='input_3' id='input_3_3' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_3\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_38\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Who Will be the Trustmaker(s) \/ Trustee(s)?<\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_38'>\n\t\t\t<li class='gchoice gchoice_3_38_0'>\n\t\t\t\t<input name='input_38' type='radio' value='Two people who are married to each other'  id='choice_3_38_0'    \/>\n\t\t\t\t<label for='choice_3_38_0' id='label_3_38_0' class='gform-field-label gform-field-label--type-inline'>Two people who are married to each other<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_38_1'>\n\t\t\t\t<input name='input_38' type='radio' value='One person who is married'  id='choice_3_38_1'    \/>\n\t\t\t\t<label for='choice_3_38_1' id='label_3_38_1' class='gform-field-label gform-field-label--type-inline'>One person who is married<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_38_2'>\n\t\t\t\t<input name='input_38' type='radio' value='One person who is not married'  id='choice_3_38_2'    \/>\n\t\t\t\t<label for='choice_3_38_2' id='label_3_38_2' class='gform-field-label gform-field-label--type-inline'>One person who is not married<\/label>\n\t\t\t<\/li><\/ul><\/div><div class='gfield_description' id='gfield_description_3_38'><p>The trustmaker is the person who will create the confidential Trust and be its initial trustee. The trustmaker is the person who would be the owner of the LLC if there were no confidential Trust. If a trustmaker is married, the trustmaker's spouse can also be a trustmaker and initial trustee.\n\n<p><p>Legal name of the person for whom the trust will be prepared.  This is the person who will be the ultimate owner of assets in the trust.  <b>Note<\/b>:  There can be two trust makers, but they must be married to each other.\n\nIf a married couple will both be creating the trust then enter their legal names.  <b>Example<\/b>:  Homer A. Simpson and Marge B. Simpson.<\/div><\/li><li id=\"field_3_39\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_39'>Legal Name of the Trustmaker \/ Trustee<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_39' id='input_3_39' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_39\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><div class='gfield_description' id='gfield_description_3_39'><p>Legal name of the person who will create the trust and be its initial trustee.<\/div><\/li><li id=\"field_3_25\" class=\"gfield gfield--type-phone gfield--input-type-phone gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_25'>Trust Maker&#039;s Phone<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_25'><p>Trustmaker's phone number.<\/div><div class='ginput_container ginput_container_phone'><input name='input_25' id='input_3_25' type='tel' value='' class='medium'   aria-required=\"true\" aria-invalid=\"false\" aria-describedby=\"gfield_description_3_25\"  \/><\/div><\/li><li id=\"field_3_4\" class=\"gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Trustmaker&#039;s Email Address<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_complex ginput_container ginput_container_email gform-grid-row' id='input_3_4_container'>\n                                <span id='input_3_4_1_container' class='ginput_left gform-grid-col gform-grid-col--size-auto'>\n                                    <input class='' type='email' name='input_4' id='input_3_4' value=''    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                                    <label for='input_3_4' class='gform-field-label gform-field-label--type-sub '>Enter Email<\/label>\n                                <\/span>\n                                <span id='input_3_4_2_container' class='ginput_right gform-grid-col gform-grid-col--size-auto'>\n                                    <input class='' type='email' name='input_4_2' id='input_3_4_2' value=''    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                                    <label for='input_3_4_2' class='gform-field-label gform-field-label--type-sub '>Confirm Email<\/label>\n                                <\/span>\n                                <div class='gf_clear gf_clear_complex'><\/div>\n                            <\/div><\/li><li id=\"field_3_40\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_40'>Legal Name of the Trustmaker&#039;s \/ Trustee&#039;s Spouse<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_40' id='input_3_40' type='text' value='' class='medium'     aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_41\" class=\"gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Email Address of the Trustemaker&#039;s \/ Trustee&#039;s Spouse<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_complex ginput_container ginput_container_email gform-grid-row' id='input_3_41_container'>\n                                <span id='input_3_41_1_container' class='ginput_left gform-grid-col gform-grid-col--size-auto'>\n                                    <input class='' type='email' name='input_41' id='input_3_41' value=''    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                                    <label for='input_3_41' class='gform-field-label gform-field-label--type-sub '>Enter Email<\/label>\n                                <\/span>\n                                <span id='input_3_41_2_container' class='ginput_right gform-grid-col gform-grid-col--size-auto'>\n                                    <input class='' type='email' name='input_41_2' id='input_3_41_2' value=''    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                                    <label for='input_3_41_2' class='gform-field-label gform-field-label--type-sub '>Confirm Email<\/label>\n                                <\/span>\n                                <div class='gf_clear gf_clear_complex'><\/div>\n                            <\/div><\/li><li id=\"field_3_2\" class=\"gfield gfield--type-address gfield--input-type-address gfield_contains_required field_sublabel_below gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label gfield_label_before_complex' >Trustmaker&#039;s Address<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label>    \n                    <div class='ginput_complex ginput_container has_street has_street2 has_city has_state has_zip ginput_container_address gform-grid-row' id='input_3_2' >\n                         <span class='ginput_full address_line_1 ginput_address_line_1 gform-grid-col' id='input_3_2_1_container' >\n                                        <input type='text' name='input_2.1' id='input_3_2_1' value=''    aria-required='true'    \/>\n                                        <label for='input_3_2_1' id='input_3_2_1_label' class='gform-field-label gform-field-label--type-sub '>Street Address<\/label>\n                                    <\/span><span class='ginput_full address_line_2 ginput_address_line_2 gform-grid-col' id='input_3_2_2_container' >\n                                        <input type='text' name='input_2.2' id='input_3_2_2' value=''     aria-required='false'   \/>\n                                        <label for='input_3_2_2' id='input_3_2_2_label' class='gform-field-label gform-field-label--type-sub '>Address Line 2<\/label>\n                                    <\/span><span class='ginput_left address_city ginput_address_city gform-grid-col' id='input_3_2_3_container' >\n                                    <input type='text' name='input_2.3' id='input_3_2_3' value=''    aria-required='true'    \/>\n                                    <label for='input_3_2_3' id='input_3_2_3_label' class='gform-field-label gform-field-label--type-sub '>City<\/label>\n                                 <\/span><span class='ginput_right address_state ginput_address_state gform-grid-col' id='input_3_2_4_container' >\n                                        <input type='text' name='input_2.4' id='input_3_2_4' value='AZ'      aria-required='true'    \/>\n                                        <label for='input_3_2_4' id='input_3_2_4_label' class='gform-field-label gform-field-label--type-sub '>State \/ Province \/ Region<\/label>\n                                      <\/span><span class='ginput_left address_zip ginput_address_zip gform-grid-col' id='input_3_2_5_container' >\n                                    <input type='text' name='input_2.5' id='input_3_2_5' value=''    aria-required='true'    \/>\n                                    <label for='input_3_2_5' id='input_3_2_5_label' class='gform-field-label gform-field-label--type-sub '>ZIP \/ Postal Code<\/label>\n                                <\/span><input type='hidden' class='gform_hidden' name='input_2.6' id='input_3_2_6' value='' \/>\n                    <div class='gf_clear gf_clear_complex'><\/div>\n                <\/div><\/li><li id=\"field_3_6\" class=\"gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><h2 class=\"gsection_title\">Beneficiary Information<\/h2><div class='gsection_description' id='gfield_description_3_6'><p>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.  <b>Warning<\/b>: If there will be more than one beneficiary, the limit is two and they must be married to each other.<\/div><\/li><li id=\"field_3_7\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gf_list_2col gfield_contains_required field_sublabel_below gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Type of Beneficiary<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_7'>\n\t\t\t<li class='gchoice gchoice_3_7_0'>\n\t\t\t\t<input name='input_7' type='radio' value='One person' checked='checked' id='choice_3_7_0'    \/>\n\t\t\t\t<label for='choice_3_7_0' id='label_3_7_0' class='gform-field-label gform-field-label--type-inline'>One person<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_7_1'>\n\t\t\t\t<input name='input_7' type='radio' value='Married couple'  id='choice_3_7_1'    \/>\n\t\t\t\t<label for='choice_3_7_1' id='label_3_7_1' class='gform-field-label gform-field-label--type-inline'>Married couple<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_7_2'>\n\t\t\t\t<input name='input_7' type='radio' value='Existing trust created for estate planning'  id='choice_3_7_2'    \/>\n\t\t\t\t<label for='choice_3_7_2' id='label_3_7_2' class='gform-field-label gform-field-label--type-inline'>Existing trust created for estate planning<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_7_3'>\n\t\t\t\t<input name='input_7' type='radio' value='LLC, Corporation or Partnership'  id='choice_3_7_3'    \/>\n\t\t\t\t<label for='choice_3_7_3' id='label_3_7_3' class='gform-field-label gform-field-label--type-inline'>LLC, Corporation or Partnership<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_3_9\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gf_list_2col gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Trustmaker the Current Beneficiary?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_9'><p>Is the trustmaker a current beneficiary or if there are two trustmakers are they both current beneficiaries?<\/div><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_9'>\n\t\t\t<li class='gchoice gchoice_3_9_0'>\n\t\t\t\t<input name='input_9' type='radio' value='Yes' checked='checked' id='choice_3_9_0'    \/>\n\t\t\t\t<label for='choice_3_9_0' id='label_3_9_0' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_9_1'>\n\t\t\t\t<input name='input_9' type='radio' value='No'  id='choice_3_9_1'    \/>\n\t\t\t\t<label for='choice_3_9_1' id='label_3_9_1' class='gform-field-label gform-field-label--type-inline'>No<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_3_8\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_8'>Current Beneficiary&#039;s Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_8'><p>Legal name of the current beneficiary.<\/div><div class='ginput_container ginput_container_text'><input name='input_8' id='input_3_8' type='text' value='' class='large'  aria-describedby=\"gfield_description_3_8\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_10\" class=\"gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_10'>Beneficiary&#039;s Relationship to Trustmaker(s)<\/label><div class='gfield_description' id='gfield_description_3_10'><p>What is the relationship of the current beneficiary to the trustmaker(s)?<\/div><div class='ginput_container ginput_container_text'><input name='input_10' id='input_3_10' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_10\"    aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_11\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_11'>Spouse&#039;s Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_11'>What is the name of the trustmaker's spouse?<\/div><div class='ginput_container ginput_container_text'><input name='input_11' id='input_3_11' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_11\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_13\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gf_list_2col gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Community or Separate Property<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_13'><p>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)?<\/div><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_13'>\n\t\t\t<li class='gchoice gchoice_3_13_0'>\n\t\t\t\t<input name='input_13' type='radio' value='Community Property' checked='checked' id='choice_3_13_0'    \/>\n\t\t\t\t<label for='choice_3_13_0' id='label_3_13_0' class='gform-field-label gform-field-label--type-inline'>Community Property<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_13_1'>\n\t\t\t\t<input name='input_13' type='radio' value='Separate Property'  id='choice_3_13_1'    \/>\n\t\t\t\t<label for='choice_3_13_1' id='label_3_13_1' class='gform-field-label gform-field-label--type-inline'>Separate Property<\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_3_28\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gf_list_2col gfield_contains_required field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Future Beneficiary or Beneficiaries<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_28'>\n\t\t\t<li class='gchoice gchoice_3_28_0'>\n\t\t\t\t<input name='input_28' type='radio' value='Spouse'  id='choice_3_28_0'    \/>\n\t\t\t\t<label for='choice_3_28_0' id='label_3_28_0' class='gform-field-label gform-field-label--type-inline'>Spouse<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_28_1'>\n\t\t\t\t<input name='input_28' type='radio' value='all of trustmaker&#039;s children equally'  id='choice_3_28_1'    \/>\n\t\t\t\t<label for='choice_3_28_1' id='label_3_28_1' class='gform-field-label gform-field-label--type-inline'>all of trustmaker's children equally<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_28_2'>\n\t\t\t\t<input name='input_28' type='radio' value='all of trustmaker&#039;s grandchildren equally'  id='choice_3_28_2'    \/>\n\t\t\t\t<label for='choice_3_28_2' id='label_3_28_2' class='gform-field-label gform-field-label--type-inline'>all of trustmaker's grandchildren equally<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_28_3'>\n\t\t\t\t<input name='input_28' type='radio' value='none of the above'  id='choice_3_28_3'    \/>\n\t\t\t\t<label for='choice_3_28_3' id='label_3_28_3' class='gform-field-label gform-field-label--type-inline'>none of the above<\/label>\n\t\t\t<\/li><\/ul><\/div><div class='gfield_description' id='gfield_description_3_28'><p>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.<\/div><\/li><li id=\"field_3_29\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_29'>Describe Future Beneficiaries<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_29' id='input_3_29' type='text' value='' class='large'  aria-describedby=\"gfield_description_3_29\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><div class='gfield_description' id='gfield_description_3_29'><p>Who will become the beneficiary or beneficiaries if all current beneficiaries die?<\/div><\/li><li id=\"field_3_12\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_12'>Existing Trust Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_12'><p>What is the name of the trustmaker's existing trust created for estate planning purposes?<\/div><div class='ginput_container ginput_container_text'><input name='input_12' id='input_3_12' type='text' value='' class='large'  aria-describedby=\"gfield_description_3_12\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_14\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_14'>Trustee Name(s)<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_14'><p>Name(s) of the person or people who are trustees of your estate planning trust?<\/div><div class='ginput_container ginput_container_text'><input name='input_14' id='input_3_14' type='text' value='' class='large'  aria-describedby=\"gfield_description_3_14\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_15\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_15'>Trust Date<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_15'><p>What is the date of your existing trust agreement you created for estate planning.<\/div><div class='ginput_container ginput_container_text'><input name='input_15' id='input_3_15' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_15\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_16\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_16'>Company Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_16'><p>What is the name of the company that will be the beneficiary?<\/div><div class='ginput_container ginput_container_text'><input name='input_16' id='input_3_16' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_16\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_17\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_17'>Formation State<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_17'><p>In what state was the entity formed?<\/div><div class='ginput_container ginput_container_text'><input name='input_17' id='input_3_17' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_17\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_26\" class=\"gfield gfield--type-select gfield--input-type-select gfield_contains_required field_sublabel_below gfield--no-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_26'>Entity Type<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_select'><select name='input_26' id='input_3_26' class='medium gfield_select'    aria-required=\"true\" aria-invalid=\"false\" ><option value='LLC' selected='selected'>LLC<\/option><option value='corporation' >corporation<\/option><option value='limited partnership' >limited partnership<\/option><option value='limited liability limited partnership' >limited liability limited partnership<\/option><option value='limited liability limited partnership' >limited liability limited partnership<\/option><\/select><\/div><\/li><li id=\"field_3_20\" class=\"gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><h2 class=\"gsection_title\">Trustee(s)<\/h2><div class='gsection_description' id='gfield_description_3_20'><p>Enter the name of the trustee(s) of the Confidential Trust.<\/div><\/li><li id=\"field_3_21\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_21'>Initial Trustee<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_21'><p>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.<\/div><div class='ginput_container ginput_container_text'><input name='input_21' id='input_3_21' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_21\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_22\" class=\"gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_22'>1st Successor Trustee<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='gfield_description' id='gfield_description_3_22'><p>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?<\/div><div class='ginput_container ginput_container_text'><input name='input_22' id='input_3_22' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_22\"   aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_23\" class=\"gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_23'>2nd Successor Trustee<\/label><div class='gfield_description' id='gfield_description_3_23'><p>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?<\/div><div class='ginput_container ginput_container_text'><input name='input_23' id='input_3_23' type='text' value='' class='medium'  aria-describedby=\"gfield_description_3_23\"    aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_3_31\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gf_list_2col gfield_contains_required field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Any Additonal Information?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_31'>\n\t\t\t<li class='gchoice gchoice_3_31_0'>\n\t\t\t\t<input name='input_31' type='radio' value='No' checked='checked' id='choice_3_31_0'    \/>\n\t\t\t\t<label for='choice_3_31_0' id='label_3_31_0' class='gform-field-label gform-field-label--type-inline'>No<\/label>\n\t\t\t<\/li>\n\t\t\t<li class='gchoice gchoice_3_31_1'>\n\t\t\t\t<input name='input_31' type='radio' value='Yes'  id='choice_3_31_1'    \/>\n\t\t\t\t<label for='choice_3_31_1' id='label_3_31_1' class='gform-field-label gform-field-label--type-inline'>Yes<\/label>\n\t\t\t<\/li><\/ul><\/div><div class='gfield_description' id='gfield_description_3_31'><p>Do you have any other information you want Richard Keyt to know?<\/div><\/li><li id=\"field_3_24\" class=\"gfield gfield--type-textarea gfield--input-type-textarea field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_3_24'>Additional Information<\/label><div class='gfield_description' id='gfield_description_3_24'><p>Enter any additional information you want Richard Keyt to know about you, the trustee, beneficiary or the trust.<\/div><div class='ginput_container ginput_container_textarea'><textarea name='input_24' id='input_3_24' class='textarea medium'  aria-describedby=\"gfield_description_3_24\"    aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/li><li id=\"field_3_33\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Important Facts About Your Confidential Trust<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_33'>\n\t\t\t<li class='gchoice gchoice_3_33_0'>\n\t\t\t\t<input name='input_33' type='radio' value='&lt;p&gt;The Confidential Trust that you are purchasing is not a trust created for estate planning. The sole purpose of the Confidential Trust is to hold title to one or more Arizona limited liability companies, limited partnerships or corporations so that the names of the person or the people who create the trust and who are its sole beneficiaries will not be disclosed on the public records of the Arizona Corporation Commission or the Arizona Secretary of State.&lt;\/p&gt; &lt;p&gt;My Confidential Trust has the following characteristics:&lt;\/p&gt; &lt;p&gt;1. It is revocable, which means it can be amended or terminated by a trustmaker at any time before the death or incapacity of the trustmaker.&lt;\/p&gt; &lt;p&gt;2. The person or married couple named in this questionnaire as trustmakers are the creators (aka grantors) of the trust.&nbsp; If a trustmaker is married, that trustmaker may name his or her spouse as a co-trustmaker.&lt;\/p&gt; &lt;p&gt;3. The beneficiary or beneficiaries are named in the field called &quot;Current Beneficiary&#039;s Name.&quot;&nbsp; A beneficiary is the person, trust or entity for whom the trustee(s) hold title to trust assets and manage those assets for the &quot;benefit&quot; of the beneficiary.&nbsp; If two people are named as current beneficiaires they must be married to each other.&lt;\/p&gt; &lt;p&gt;4. If one person is the beneficiary, that person will be the sole beneficiary while he or she is alive. If the current beneficiaires are a married couple, then they will be co-beneficiaries. If a co-beneficiary were to die, the other co-beneficiary would become the sole beneficiary.&lt;\/p&gt; &lt;p&gt;5. The initial trustee or trustees are name in the field called &quot;Trustmakers Names.&quot;&nbsp; The trustee or co-trustees have control over all assets owned by the trust.&lt;\/p&gt; &lt;p&gt;6. You must name one or more successor trustees to take over as trustee after a single trustee or both co-trustees die or become incapacitated.&lt;\/p&gt; &lt;p&gt;7. On the death of current beneficiary or both co-beneficiaries the successor trustee or co-trustees is\/are directed to distribute all of the assets held in the trust at that time to the estate of the last beneficiary to die or to the future beneficiaries you have designated in the questionnaire.&lt;\/p&gt; &lt;p&gt;8. You may add additional assets to the trust.&lt;\/p&gt; &lt;p&gt;9. Because the trust is a revocable trust, the trust does not need a separate federal identification number (EIN) from the IRS. If you want to open a bank account in the name of the trust, give the bank a copy of your trust agreement and your SSAN. All income and expenses of the trust each year will be reported on your federal income tax return.&lt;\/p&gt; &lt;p&gt;The Confidential Trust is not intended to do and does not do any of the following:&lt;\/p&gt; &lt;p&gt;A. Provide asset protection for any beneficiary.&lt;\/p&gt; &lt;p&gt;B. Allow for assets to be held in trust other than for a short period of time after the death of a sole intial beneficiary or the death of the surviving beneficiary if there are two initial beneficiaries. &lt;\/p&gt; &lt;p&gt;C. Hold the assets in trust for future beneficiaries who are children of the trustmaker(s) until the children reach a specified age.&lt;\/p&gt; &lt;p&gt;D. Contain standby provisions that would cause the trust to become a special needs trust is a beneficiary ever becomes a special need person.&lt;\/p&gt; &lt;p&gt;E. Reduce or eliminate any federal or state estate or inheritance taxes on the death of a trustmaker.&lt;\/p&gt; &lt;p&gt;If you want a trust that accomplishes any of the purposes listed in A - E, do not use my Confidential Trust, but use a comprehensive estate planning trust instead. I can prepare such a trust, but it costs more and would require you to sign an engagement letter.&lt;\/p&gt;' checked='checked' id='choice_3_33_0'    \/>\n\t\t\t\t<label for='choice_3_33_0' id='label_3_33_0' class='gform-field-label gform-field-label--type-inline'><p>The Confidential Trust that you are purchasing is not a trust created for estate planning. The sole purpose of the Confidential Trust is to hold title to one or more Arizona limited liability companies, limited partnerships or corporations so that the names of the person or the people who create the trust and who are its sole beneficiaries will not be disclosed on the public records of the Arizona Corporation Commission or the Arizona Secretary of State.<\/p> <p>My Confidential Trust has the following characteristics:<\/p> <p>1. It is revocable, which means it can be amended or terminated by a trustmaker at any time before the death or incapacity of the trustmaker.<\/p> <p>2. The person or married couple named in this questionnaire as trustmakers are the creators (aka grantors) of the trust.&nbsp; If a trustmaker is married, that trustmaker may name his or her spouse as a co-trustmaker.<\/p> <p>3. The beneficiary or beneficiaries are named in the field called \"Current Beneficiary's Name.\"&nbsp; A beneficiary is the person, trust or entity for whom the trustee(s) hold title to trust assets and manage those assets for the \"benefit\" of the beneficiary.&nbsp; If two people are named as current beneficiaires they must be married to each other.<\/p> <p>4. If one person is the beneficiary, that person will be the sole beneficiary while he or she is alive. If the current beneficiaires are a married couple, then they will be co-beneficiaries. If a co-beneficiary were to die, the other co-beneficiary would become the sole beneficiary.<\/p> <p>5. The initial trustee or trustees are name in the field called \"Trustmakers Names.\"&nbsp; The trustee or co-trustees have control over all assets owned by the trust.<\/p> <p>6. You must name one or more successor trustees to take over as trustee after a single trustee or both co-trustees die or become incapacitated.<\/p> <p>7. On the death of current beneficiary or both co-beneficiaries the successor trustee or co-trustees is\/are directed to distribute all of the assets held in the trust at that time to the estate of the last beneficiary to die or to the future beneficiaries you have designated in the questionnaire.<\/p> <p>8. You may add additional assets to the trust.<\/p> <p>9. Because the trust is a revocable trust, the trust does not need a separate federal identification number (EIN) from the IRS. If you want to open a bank account in the name of the trust, give the bank a copy of your trust agreement and your SSAN. All income and expenses of the trust each year will be reported on your federal income tax return.<\/p> <p>The Confidential Trust is not intended to do and does not do any of the following:<\/p> <p>A. Provide asset protection for any beneficiary.<\/p> <p>B. Allow for assets to be held in trust other than for a short period of time after the death of a sole intial beneficiary or the death of the surviving beneficiary if there are two initial beneficiaries. <\/p> <p>C. Hold the assets in trust for future beneficiaries who are children of the trustmaker(s) until the children reach a specified age.<\/p> <p>D. Contain standby provisions that would cause the trust to become a special needs trust is a beneficiary ever becomes a special need person.<\/p> <p>E. Reduce or eliminate any federal or state estate or inheritance taxes on the death of a trustmaker.<\/p> <p>If you want a trust that accomplishes any of the purposes listed in A - E, do not use my Confidential Trust, but use a comprehensive estate planning trust instead. I can prepare such a trust, but it costs more and would require you to sign an engagement letter.<\/p><\/label>\n\t\t\t<\/li><\/ul><\/div><\/li><li id=\"field_3_34\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' >Pay $497 with a Major Credit Card<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_radio'><ul class='gfield_radio' id='input_3_34'>\n\t\t\t<li class='gchoice gchoice_3_34_0'>\n\t\t\t\t<input name='input_34' type='radio' value='To pay for your Confidential Trust with your Visa, MasterCard, Amex or Discover credit card go to our\u00a0&lt;a href=&quot;https:\/\/keytlaw.infusionsoft.com\/app\/orderForms\/trust&quot; target=&quot;_blank&quot;&gt;secure order form&lt;\/a&gt; 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