All Report – Financial Tax Strategies

Initial Intake Form

Type

Trust Name

Year Trust Effective

Month Trust Effective

Day Trust Effective

Who do you want to be your Trust Grantor/Settlor?

Name of Grantor/Trust Settlor

Trust Grantor/Settlor County & State

Grantor/Settlor Pronoun

Settlor Pronoun (he/she)

Settlor Pronoun (him/her)

Settlor Pronoun (his/hers)

Settlor Pronoun (his/her/their/its)

Trust PPA Physical Address

Trust PPA State

Trust Execution State

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We specialize in helping clients defer or eliminate capital gain taxes. Whether you’re selling investment real estate, a primary residence, a business, cryptocurrency, boats, airplanes, or anything else, our strategies can save you tens or even hundreds of thousands of dollars.

Reach us

Financial Tax Strategies
1313 N Milpitas Blvd
Suite 155
Milpitas, CA 95035

Toll-Free: (888) 977-1222
Email: info@deferthegainstax.com

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