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May 15, 2008

PROGRAM - INCLUSIONS 
Simple Trust (Single)
Simple Trust (Married)
1, 2, 3 & 5
1 & 2 for both, 3 & 5
AB Trust1 & 2 for both, 5 & 7
Life Partners Trust1, 2, 4, & 5 for both
Single Entity (Corp, LLC, LP)8 & 10
Asset Protection (LLC + LP)8, 9 & 10
Advanced (Simple Trust + AP)1, 2, 3, 5, & 8 thru 10
Advanced (AB + AP)1, 2, 5, 7, & 8 thru 10
Sale Agreement (Pvt Annty - Inst Sale - SCIN)17
Nevada Asset Protection Trust Stacked1, 2, 5 & 11
Each identical - 5 & 11
Trustee Services16
Charitable Remainder/Lead Trust1, 2, 5 & 6
Ultra Trust1, 2, 5 & 12
The Ultimate Transaction1, 2, 5, 8, 9, 10 & 12
Pension Limited Partnership8, 10 & 14
International Variable Life Program15

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 (Corp/LLC/LP) plus first year's fees, registration/registered agent fees/EIN
9)Management Contract
10)Employment Agreement
11)Nevada Asset Protection Trust
12)Asset Protection Estate Tax Advantaged Intentionally Defective Grantor Trust (Ultra Trust)
13)Nevada based Pension Limited Partnership
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. Time billed @ $250.00 per hour
17)Documents plus Actuary Calculation


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