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PROGRAM FEES -INCLUSIONS
Program |
Program Includes |
Simple Trust (Single) |
1, 2, 3 & 5 |
Simple Trust (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 & 20 |
Asset Protection (LLC + LP) |
8, 9, 10 & 20 |
Advanced (Simple Trust + Asset Protection) |
1, 2, 3, 5, 8, 9, 10 & 20 |
Advanced (AB + Asset Protection) |
1, 2, 3, 5, 8, 9, 10 & 20 |
Sale Agreement (Inst Sale -SCIN) |
17 |
Asset Protection Trust |
1, 2, 5 & 11 |
Trustee Services |
$16.00 |
Charitable Remainder/Lead Trust |
1, 2, 5 & 6 |
Ultra Trust |
1, 2, 5 & 12 |
The Ultimate Transaction |
1, 2, 5, 8, 9, 10, 12 & 20 |
Pension Limited Partnership (or Pension LLC) |
8, 10, 14 & 20 |
International Variable Life Program |
15 |
Foundation |
8, 10 & 18 |
Medicaid/Medi-Cal Irrevocable Trust |
1, 2, 5 & 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) |
Nevada entity first year’s fees, registration/registered agent fees/EIN and business license |
| 9) |
Management Contract |
| 10) |
Employment Agreement |
| 11) |
Asset Protection Trust |
| 12) |
Asset Protection Estate Tax Advantaged Intentionally Defective Grantor Trust (Ultra Trust) |
| 13 |
Nevada based Pension Limited Partnership or LLC |
| 14) |
Documents to establish custodian account plus documents transferring accounts to new custodian |
| 15) |
Domestic Non Grantor Insurance Trust, Barbados based Insurance Policy - Set up fees |
| 16) |
For being Trustee of record only. Acceptance $500.00 plus time @ $250.00 per hou |
| 17) |
Documents plus Actuary Calculation |
| 18) |
501(C)(3) filing with IRS |
| 19) |
Medicaid/Medi-Cal Irrevocable Trust |
| 20) |
Record book with certificates, minutes and Operating Agreement |
* Some States require a Business License -Call for pricing.
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