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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) |
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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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