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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 Trust | 1 & 2 for both, 5 & 7 |
| Life Partners Trust | 1, 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 Stacked | 1, 2, 5 & 11
Each identical - 5 & 11 |
| Trustee Services | 16 |
| Charitable Remainder/Lead Trust | 1, 2, 5 & 6 |
| Ultra Trust | 1, 2, 5 & 12 |
| The Ultimate Transaction | 1, 2, 5, 8, 9, 10 & 12 |
| Pension Limited Partnership | 8, 10 & 14 |
| International Variable Life Program | 15 |
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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