Thank you for thinking of The Bielski Law Office, Ltd., for your estate planning needs. In order for us to achieve your estate planning goals, it is necessary to have a complete understanding of your personal and financial background. To accomplish this, you must complete this questionnaire before our first meeting.
This questionnaire is confidential. We do not discuss any information about you to anyone without your express approval. We do maintain these records in our office to comply with our code of professional ethics.
This questionnaire is not legal advice. Completing this questionnaire does not create an attorney-client relationship. Such a relationship will only be created by a written engagement letter between you and the firm.
By completing this questionnaire, you confirm that such information is correct and complete. You also confirm that we cannot be responsible for information that is not disclosed to us.
1. Principal of Children’s Trust:Until the trust is distributed to the child or children, the Trustee is typically instructed to pay only so much of the principal of the trust as is necessary for the child’s health, maintenance in reasonable comfort, education (including post-graduate), and best interests of any such child.
2. Income from Children’s Trust:Until the trust is distributed, the principal of the trust will generally earn income. The trust can be drafted so that the income is either rolled over into principal (the most common alternative) or so that the income, or at least a portion of it, is paid to the child or children on a consistent (e.g., quarterly) basis. Indicate your wishes below:
3. Principal Distribution of Children’s Trust:Ultimately, the principal of the trust must be distributed to the child or children. Although the balance may be distributed in one lump sum upon the child’s attaining a specified age, typically the distribution is done in two or three installments (e.g., one third at age 21, one third at age 25, and one third at age 30) to protect the child from losing or spending all of his or her inheritance at an early age. Indicate your wishes with respect to the principal distribution of the trust below:
We have prepared this form with the understanding that it will be relied on for estate planning advice, and any material omissions, overstated or understated amounts, or inaccurate ownership information may cause that advice to be inappropriate. We verify that the information furnished is complete and accurate and understand that you will not be making an independent investigation to confirm the data.
When you are ready to get started, simply fill out the form or
give us a call at (312) 583-9430 to request your initial
Bielski Law Office, LTD. is a full service Estate Planning practice that provides
comprehensive planning in the areas of wills, trusts, powers of attorney,
health care directives, guardianship, probate and trust administration, real estate
law, business formation, business succession, asset protection, estate tax planning,
charitable planning and special needs planning. Bielski Law Office, LTD. serves clients
and their families all throughout Chicago, IL and the surrounding areas of Oakbrook Terrace,
Hinsdale, Clarendon Hills and DuPage County.
Bielski Law Office, LTD. |
(312) 583-9430 |