Please note that these questions are just a simple guideline that may be helpful as a starting point when

interviewing potential professionals whose services you may wish to engage such as general legal counsel, tax attorneys, CPAs, investment bankers, financial planners, or any expert whose advice upon which you would ever base important decisions. Feel free to add to or modify these questions as you see fit, and to do so depending upon your own personality or situation. Again these are just a starting point. Good luck and enjoy your new found wealth, The Call Squad 1. How long have you been in practice? 2. Is this what you do exclusively? 3. Ask for client references. (They may not feel comfortable to give individual names as references, but more often will provide companies for which they perform services) 4. Let them know an approximate range of wealth for which you are getting their advice, and ask if that is a range with which they are either experienced or is that the range of their typical client? (A pointer: dont say the $ amount of your wealth, but rather refer to it in general terms like: Less than 1 million: six figures; 1 to 10 million: seven figures; and, above 10 million: 8 figures and up 5. Ask if you followed their advice and if there would be a regulatory, tax, or legal problem, would they be there for you during the audits, meetings, or legal proceedings until the situation is resolved? (Your concern here is that they are just going to tell you to hire other lawyers or professional help so who needs them? You just might as well go to the people they would send you to anyway!) 6. Ask if their services/work or they themselves are insured, guaranteed, or bonded, and up to what limits? (Typically their answer would be some multiple of $millions of coverage) 7. Ask if they have had personal experience defending or arbitrating for clients who have been(audited, sued, find, prosecuted; pick the term that would fit best for the service for which you are interviewing) 8. In those situations did they prevail, or were they able to successfully represent or defend their clients? 9. Ask for their education, certificates, licenses, and/or certifications they have achieved or have earned. 10. Ask them for any professional memberships or associations in which they may be a member in good standing. Also, please note you can check out their standing with state bar associations or licensing bureaus. If your goals and/or investments will be not only in your current state but come under the jurisdictions of other states or countries, ask if they are licensed in these areas or do they have professional relationships in these areas where you will need these services?

*** New info added June 28, 2011: We have become aware that some of these professionals have other perks and incentives they do offer their preferred clients. As we begin to get more info as The Call Family gets out there talking to their professionals we will be sharing that info also. Stay well, Patriot