Confidential Estate Planning Worksheet (Page 2 of 4) in pdf

Confidential Estate Planning Worksheet Page 2

Questions to Consider in Advance of Conference

Do your children (or grandchildren) have any problems or handicaps which should

be considered in designing your estate plan? Do you support anyone other than

your spouse and children?

Do you wish to make any gifts or contributions of property or money to any charities,

friends or other relatives in your Will?

If you, your spouse, and all of your descendants (children, grandchildren, etc.) were

killed in a plane crash, whom would you want to have your property? (Have your

spouse answer this question separately.)

If you decided to name a guardian for your minor children (in case your spouse does

not survive) whom would you name? (Think about a successor to the original

guardian also.)

If you wanted an individual to serve as Personal Representative or Trustee (with or

without a Bank as Co-Executor or Co-Trustee), whom would you name? (Think

about a successor also.)

Do you or your spouse expect to receive any gifts or inheritances in the future?

Have you or your spouse made any gifts in excess of $10,000 to any person in any

one year? If so, was a Gift Tax Return filed?

Are you a beneficiary or the holder of a power of appointment under any trust?

Are you interested in a durable power of attorney or health care power of attorney

which expresses your desires in case of severe illness or condition?

10.

Are both you and your spouse a U.S. citizen?

David P. Sutherland, Esq.

Wakefield, Sutherland & Lubera, P.L.C.

Page 2

23100 Jefferson Avenue

St. Clair Shores, MI 48080

Direct Dial (586) 552-8777

Fax (586) 778-5802

E-Mail

Confidential Estate Planning Worksheet Page 2