Your Asset Protection Blueprint It s Taken Years to Accumulate Your Assets. Now it s Time to Protect Them!

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It’s Taken Years to

Accumulate Your Assets.

Your Asset Protection

Blueprint

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The Legal Team

JURIS DOCTORATE

University of Utah, 1983

MASTERS OF LAW

IN TAXATION

Washington School of Law, 1989

JURIS DOCTORATE

University of Tulsa, College of Law, 1998

LONDON LAW

CONSORTIUM

Post-graduate studies

Over 30 years experience specializing in Asset Protection law.

Clients include Hollywood celebrities, professional athletes, CEOs of large corporations, world-renowned doctors, and hundreds of small business owners.

They have been credited with saving their clients (in all 50 states) over one hundred million dollars.

They have authored numerous articles and books including “The Asset

Protection Bible.”

JURIS DOCTORATE

Boston College, 1973

MASTERS OF LAW

IN TAXATION

Boston University, 1975

B.A., HARVARD

Cum Laude, 1970

Scott L. Soelberg, JD, LLM

Chris B. Turner, JD

Robert K. Dowd, JD, LLM

Confidential

Questionnaire

1

STEP

You will receive your customized blueprint within five business days of the law firm receiving your

completed questionnaire. Next, you will be contacted to set up a time for a telephone conversation

with the attorney from the legal team who created your blueprint. The blueprint will clearly illustrate

the legal entities you need to best protect your assets and is customized and tailored to your

profession, assets, goals, and the state in which you live. He will explain the blueprint in detail to make

sure you understand it clearly and he will answer any questions you and your advisors may have.

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Name

Name

1. Do you currently have a Revocable Living Trust? Yes No

4. Have you ever been a defendant in any lawsuit?

5. Are you a U.S. citizen?

6. Please rank the importance to you of the following topics (1 being the most important, 8 the least): Is your spouse a U.S. Citizen?

Yes No Yes No

Yes No

Yes No

Yes No

If yes, does it require any changes?

2. Do you want some portion of your estate to be used for charitable purposes? Please explain.

3. Any expected inheritance?

Are you involved—directly or indirectly—in any current or potential litigation? If yes, please explain:

Asset Protection from lawsuits, claims, etc. Estate Planning Probate Avoidance Business Planning Charitable Planning Estate Taxes Income Taxes Other: If no, do either or both plan on becoming U.S. citizens? If yes, when?

Relationship Age Comments (disabled, previous marriage, no inheritance) Children/Beneficiaries (use a separate page if necessary):

Street Address

City/State/Zip County

Phone# Home: Work: Cell: Fax:

Email Address(es) Spouse’s Name

(Maiden Name) Any prior marriages?

Year of Birth Occupation

CONFIDENTIAL QUESTIONNAIRE

AM ER I C A N SO C I E T Y f or A S SE T PR O TE CT IO N P E AC E O F M I ND A S A P

Please complete and fax to:

1-702-974-1292

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American Society Asset Protection (asap)

7. Values of Assets to Protect (Estimated): Cash

ASSETS:

LIABILITIES:

TOTAL LIABILITIES

TOTAL INSURANCE

NET WORTH

TOTAL ASSETS

Date:

Please return to:

Signature(s):

ADDITIONAL DETAILS, GOALS, OTHER CONCERNS:

$ Value Type of EntityHow Titled/ Money Market Accounts

Savings Accounts & CD’s Stocks Mutual Funds Bonds Home Mortgage Insurance on You Insurance on Spouse Last Survivor Insurance Other R/E Mortgages Other

Other Other Other Metals (gold, silver...)

Home(s) *

Investment Real Estate * Investment Real Estate * Business Interests ** Business Interests ** Automobiles IRA Assets

Other Retirement Assets Other Assets

Other Assets

* Please provide details on each property below (e.g., how titled, how used, amount of equity, etc.) ** Please provide details below (type of entity, nature of business, offices held, percentage ownership, etc.)

I/We certify that to the best of my/our knowledge the foregoing is true, correct and complete. You may rely on this information in providing advice and preparing documents for estate and business plans. By my/our signature(s) below, I/we hereby provide attorneys with informed consent to share my/our information with representatives from American Society for Asset Protection and acknowledge that I/we understand that this consent represents a waiver of any attorney/client privilege otherwise available.

AM ER I C A N SO C I E T Y f or A S S E T PR O TE CT IO N P E AC E O F M I ND A S A P

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State to File in: Tennessee

Assets Owned: Dental Practice

Ownership: 50/50 by John and

Jane

Tax: Taxed as S

Corporation

Dental Practice, PLLC

State to File in: No State Filing Required. Sign and Notarize

Assets Owned: Interest in Dental Practice, PLLC, Management, LLC,

and Family Limited Partnership Automobiles

Personal Property Not in Entities Tax: No tax return required

The John and Jane Doe Revocable Living Trust

State to File in: Tennessee

Assets Owned: Dental Building

Ownership: Owned by

Management, LLC

Tax: Disregarded Entity, No Tax Return

Single Member LLC

State to File in: Virginia

Assets Owned: Virginia Rental

Ownership: Owned by

Management, LLC

Tax: Disregarded Entity, No Tax Return

Single Member LLC

State to File in: Tennessee

Assets Owned: Tennessee Rental

Ownership: Owned by

Management, LLC

Tax: Disregarded Entity, No aTax Return

Single Member LLC

State to File in: Alaska

Assets Owned: Primary Residence

Ownership: Owned by

Management, LLC

Tax: Disregarded Entity, No Tax Return

Single Member LLC

State to File in: Alaska

Assets Owned: Interest in Each

Single Member LLC

Ownership: 50/50 by John and

Jane

Tax: Taxed as C

Corporation

Management, LLC

State to File in: Alaska

Assets Owned: All Safe Assets

(gold, art, jewelry, stocks, etc.)

Ownership: John 1% GP 49% LP

Jane 1% GP 49% LP

Tax: Taxed as

Partnership

Family Limited Partnership

Amount of equity in primary residence protected from creditors by state law $7,500 unmarried

$12,500 unmarried $20,000 married and one spouse 62+ $25,000 married and both spouses 62+

Tenn. Code Ann. § 26-2-30

Sample Blueprint*

(for John and Jane Doe)

Single Member LLCs are “disregarded” for federal tax filing purposes. This means that no tax returns are required. Any income/loss activity appears on the return of the entity owner, which is Manage-ment, LLC

Retirement principal is 100% exempt from creditors by Tennessee state law – Tenn. Code Ann. §26-2-105 Single Member LLCs Note:

Holds insurance policies for the life of John Irrevocable Life Insurance Trust:

* For Illustration Purposes Only - You will receive your customized blueprint based on your assets and the state in which you live. Retirement Assets:

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AM ER I CA N SO C I E T Y for A S SE T PR O TE CT I O N P E AC E O F M I ND A S A P

Asset Protection is Security

and Financial Peace of Mind

“I am writing this letter to endorse the American Society for

Asset Protection (ASAP). My only regret is that I did not have this

service available to me 30 years ago. ASAP offers a quality

service and an excellent product for protecting your assets and

estate planning. I have had the pleasure to work with the

director of legal services and the attorney. They are both very

professional and responsive.”

–W. Michael Y., M.D.

“Thank you for delivering excellent service and personal

attention to my clients. I have worked with numerous law firms

and attorneys over the years and you are the first I have wanted

to thank. It is refreshing to know that you will do what you say

for my clients, on time. It is also comforting to know that my

clients are having this important aspect of their wealth

management planning done by competent attorneys who

specialize in asset protection planning.”

–M. Shannon D., CFP

American Society

for

Asset Protection (asap)

1350 East Flamingo Road, Suite 813 Las Vegas, NV 89119

Phone: (800) 848-9238 • Fax: (702) 977-1000

Support@AmericanSocietyForAssetProtection.com

www.AmericanSocietyForAssetProtection.com

“The firm has worked with our family to structure our holdings

to assure maximum protection for the practice, our rental

properties, and our other investments. The attorney has been a

delight with a high degree of professionalism that gives us great

confidence in our asset protection and estate planning. The ASAP

team has been excellent in following up and keeping us on track

to get our data to the law firm. The attorney is very thorough

and easy to get in touch with whenever necessary.”

–Dr. Jo C.

Client Comments

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References

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