Use the STANDARD TRUST WORKSHEET if your answers to all the questions below are “NO”. Otherwise, choose the ADVANCED TRUST WORKSHEET.
• Do you own your own business entity such as a Corporation or LLC?
• Have you been married more than once with children from the prior marriage?
• Do you need to reduce your tax liability for your beneficiaries?
• Do you own properties in more than one state?
• Do you have children with special educational or health-related needs?
• Do you have a business that is a target or presents a high risk potential litigation?
• Do your beneficiaries present a risk of debtor liability from their creditors?
• Is your estate worth more than 5 million dollars?