Questionnaire: Proposed Asset-Protection Restructuring (PAPR) Plan(TM)

This questionnaire will provide us with the information we need to prepare your PAPR Plan and to schedule your Strategy Session to discuss the plan. The PAPR Plan will include a visualization of the organizational structure we believe best suits your needs, based on the information you provide us.

We do our best work when we have accurate and complete information about your existing assets and businesses. And even though we have not established an attorney-client relationship with you, you can rest assured that your information will be kept strictly confidential. If you do not know how to answer a question, you may leave it blank and we will discuss it with you.

Please list your first name.

Please list your last name

What is your spouse or partner's full name (if any)?

List Mailing Address

Please list mailing address



Zip Code

What is your email address?

What yu spouse or partner's email address (if any)?

What is your cell-phone number?

Are any of your assets currently held in a trust or business organization (e.g., LLC, Corporation, LP, revocable trust, land trust, etc.)?

Please list your trusts and business organization(s) in the space provided below. Business name and state of incorporation Trust name and state of formation, if known

Please list the addresses of all real estate held for long-term or short-term rental.

Please list the addresses of all real estate or identify other investment assets you want us to know about.

Please list any other assets you may have that may need protection, such as another business, business vehicles, brokerage accounts, large cash savings accounts, oil & gas or other mineral interests, family property, hunting lease, etc.

Do you have any questions or anything you would like to tell us that might help us prepare your PAPR Plan?