01
Control
Who can decide, approve, remove, or veto?
Business trust readiness
Documents do not create structure. Decisions do.
Settle who controls what, what the trust owns, how value moves, and what happens next.
No confidential documents needed. About 12 minutes.
Structure
Control · Continuity
LaVonne Idlette
Olympian · MBA · JD
The readiness test
A trust is only as clear as the decisions behind it.
02
Ownership
What belongs inside, and what requires consent?
03
Economics
How do capital, compensation, and distributions move?
04
Continuity
What happens at incapacity, sale, dispute, or succession?
What the intake does
Make the first conversation useful.
The intake identifies the current structure, the intended job of the trust, the people who hold authority, the assets involved, and the coordination still required.
Clarifies purpose and timing
Maps people and control
Identifies assets and restrictions
Surfaces tax and risk coordination
Separates operations from ownership
Creates a practical next-step record
Start with clarity