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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)

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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) 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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