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Janet L. Dobrovolny 2000 Powell Street Suite 1605 Attorney-at-Law Emeryville California 94608 Tel 510-653-3878 Fax 510-654-9851 ESTATE PLANNING QUESTIONNAIRE Date Please fill out the following pages as completely as possible. 3 If there are children under the age of 30 who are beneficiaries the Successor Trustee invests trust assets and determines the appropriate distributions for their education support and medical care. Name and address of the transfer agent for the company that issued the...
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