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PROGRAM FEES -INCLUSIONS

Program Program Includes
Simple Trust (Single) 1, 2, 3 & 5
(Married) 1 & 2 for both, 3 & 5
AB Trust 1 & 2 for both, 5 & 7
Life Partners Trust 1, 2, 4 & 5 for both
Single Entity (Corp, LLC, LP) 8, 10 & 19
Asset Protection (LLC + LP) 8, 9, 10 & 19
Advanced (Simple Trust + Asset Protection) 1, 2, 3, 5, 8, 9, 10 & 19
Advanced (AB + Asset Protection) 1, 2, 3, 5, 8, 9, 10 & 19
Sale Agreement (Inst Sale -SCIN) 16
Asset Protection Trust 1, 2, 5 & 11
Trustee Services 15
Charitable Remainder/Lead Trust 1, 2, 5 & 6
Ultra Trust 1, 2, 5 & 12
The Ultimate Transaction 1, 2, 5, 8, 9, 10, 12 & 19
Pension Limited Partnership (or Pension LLC) 8, 10, 14 & 19
International Variable Life Program 20
Foundation 8, 10 & 17
Medicaid/Medi-Cal Irrevocable Trust 1, 2, 5 & 18
with an entity 1, 2, 5, 8, 9, 10, 18 & 19
Special Needs Provision Can be added to trust
QDOT Provision Can be added to trust
Irrevocable Life Insurance Trust (ILIT) ?

Program Includes

1)

Durable Powers of Attorney - Health and Assets

2)

Pour Over Will

3)

Revocable Trust

4)

Revocable Living Trust for each of them

5)

Transfer documents

6)

CRT/CLT Trust with Actuary Calculation

7)

Revocable AB Trust

8)

Entity first year’s fees, registration/registered agent fees/EIN

9)

Management Contract

10)

Employment Agreement

11)

Asset Protection Trust

12)

Asset Protection Estate Tax Advantaged Intentionally Defective Grantor Trust (Ultra Trust)

13

Pension Limited Partnership or LLC

14)

Documents to establish custodian account plus documents transferring accounts to new custodian

15)

For being Trustee of record only. Acceptance fee plus hourly fee

16)

Documents plus Actuary Calculation

17)

501(C)(3) filing with IRS

18)

Medicaid/Medi-Cal Irrevocable Trust

19) Record book with certificates, minutes and Operating Agreement

20)

Domestic Non Grantor Insurance Trust, Barbados based Insurance Policy - Set up fees

* Some States require a Business License -Call for pricing.


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