Intake form for FAMILY BUSINESS SUCCESSION

Intake form for FAMILY BUSINESS SUCCESSION
Name or ID
Enter the message as it's shown *
Today's date

Month Day Year
Email address *
E-mail repeat
Addess/street
Address/city-state-zip
Phone number
Date of Marriage *

Month Day Year
Issues we would like to address

Retirement of Principal Transfer of Real Property Transferr of ownership Employment contracts Estate planning Distribution to other children Long term preservation Future income for owners Bankruptcy
Here is my main concern (limited to 400 characters)
Are there MINOR children currently?

Yes NO All children are over 18 years old.
County of your residence.
Would you like a consult?

Yes, in person Yes, by phone Not at this time
Attach any document you want reviewed
Should be Empty: