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Long-term wealth transfer across generations

What is your primary goal to set up a trust? (choose multiple items from the following list):

1. The company stock was issued by a U.S. company with a value not exceeding $50 million at the time of acquisition and immediately thereafter.

2. The stock is held for at least 5 years.

3. The company conducts business in a sector that qualifies for government tax incentives, such as technology, manufacturing, or other eligible industries.

4. The stock was acquired directly from the issuing company, obtained either through purchase, exchange for non-stock property, or as compensation for services rendered. What assets do you want to put into the trust? (choose multiple items from the following list):

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