Intake form - Frazer Ryan Goldberg & Arnold, LLP

Name (first and last)(Required)

Email(Required)

Phone

Preferred Contact Method

Address

How did you learn about the OCLAT planning strategy or attorney Jonathon Morrison?

Trusted person

Article

Internet search

Other

If by a "trusted person" or "other," please describe:

Is it your intention to leave your estate primarily to individuals, such as children or other family members? (If you plan to leave most of your estate to charity, the OCLAT is probably not the right vehicle for you.)

The OCLAT has a Lock-Up Period during which you can invest the funds but cannot withdraw, borrow or otherwise access the funds for many years (much like a retirement account). Are you OK with that requirement?

Your Age

U.S. citizen?

Do you have any major health issues?

In what state do you live for tax purposes?

In a typical year, what is the total of your charitable donations?

Are you married?

If yes, for how long?

Spouse's Name

Spouse's Age

Is your spouse a U.S. citizen (or green card holder)?

Does your spouse have major health issues?

Do you and your spouse have a prenuptial agreement?

Do you and your spouse consider your assets to be "50/50" community property?

If "no," please describe how your assets are owned

Number of children

Age range

Are all children from your current marriage?

If "no," please provide details:

What are your major sources of taxable income? (Check all that apply)

In a typical year, ordinary income

For this year, your long-term capital gains income

Estimated net worth

Estimated cash

Value of securities and other non-cash liquid assets

Briefly describe the makeup of your estate (i.e., major assets). Are you mostly liquid? Illiquid?

Do you expect your estate to grow in value?

Do you have a strong estate planning attorney?

Do you have a trusted financial planner or investment advisor?

Do you have a strong CPA or tax professional?

If your CPA or financial advisor should receive our analysis, please provide their name and email address

Comment or Questions (optional)

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