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

If you are human, leave this field blank.

There are no views with that ID

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

IMPORTANT LINKS

SUBSCRIBE

Subscribe to our profiles on the following social networks.

Designed by Matt Nye.