Trust

What’s the difference between will and trust?

How much will probate cost if you don’t have will or trust?

Difference between revocable and irrevocable trust?

How does trustor enjoy assets in irrevocable trust if trustor gives up control?

Estate Planning Tools Worth Considering Even If You Will Never Exhaust the $15M Exemption

Basic Trust

  1. A basic irrevocable trust or revocable living trust: $1,000.
  2. Customized sections: $200 each.
  3. Optional: documents submissions at the San Diego recording office: $100.
  4. Optional: Pour Over Will (it means all assets that are unaccounted for in the trust will go to the trust at the moment of death): $200.
  5. First hour discussion regarding the trust is free.
  6. Optional: additional consultation hourly rate is $330 per hour.

The price for the following trusts may vary depending on their complexity.

Advanced Estate Planning

  1. Asset Protection Trust
  2. Credit Shelter Trust
  3. Grantor Retained Annuity Trust
  4. Irrevocable Life Insurance Trust
  5. Qualified Personal Residence Trust
  6. Sale to Intentionally Defective Grantor Trust

Charitable Trusts

  1. Charitable Lead Trust
  2. Charitable Remainder Trust

Marital Trusts

  1. AB Trust
  2. Spousal Lifetime Access Trust
  3. Qualified Domestic Trust
  4. Qualified Terminable Interest Property Trust

Trusts for Specific Individuals

  1. Special Needs Trust
  2. Spendthrift Trust
  3. Generation-skipping Trust
  4. Grantor-retained Income Trust

Trusts for Special Circumstances

  1. Funeral Trust
  2. Pet Trust
  3. Private Land Trust
  4. Testamentary Trust

Piercing the Trust Veil / Setting Aside a Trust: $330 per hour.

Attorney-Client Relationship Formation

Relevant Legal Documents: $100 per page

Up to four modifications within four weeks, after that, $100 per each modification event.

  1. Will
  2. Prenuptial Agreement
  3. Postnuptial Agreement
  4. Community Property Agreement
  5. Guardianship of Minor Children
  6. General Power of Attorney
  7. Limited Power of Attorney
  8. Springing Power of Attorney
  9. Durable Power of Attorney for Finance
  10. Durable Power of Attorney for Healthcare
  11. Revocation of Power of Attorney
  12. HIPAA (Health Insurance Portability and Accountability Act) Authorization

Probate Court Appearance / Special Appearance: $330 per hour