What’s the difference between will and trust?
How much does 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
- A basic irrevocable trust or revocable living trust: $1,000, a real property and a bank account included.
- 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.
- First hour discussion regarding the trust is free.
- Optional: additional consultation hourly rate is $350 per hour.
The price for the following trusts may vary depending on their complexity.
Advanced Estate Planning
- Asset Protection Trust
- Credit Shelter Trust
- Dynasty Trust
- IRA Trust
- Irrevocable Life Insurance Trust
- Qualified Personal Residence Trust
Business-Interest Trusts
- Grantor Retained Annuity Trust
- Grantor Retained Unitrust
- Qualified Subchapter S Trust
- Electing Small Business Trust
- Sale to Intentionally Defective Grantor Trust
Charitable Trusts
Marital Trusts
- ABC Trust
- Spousal Lifetime Access Trust
- Qualified Domestic Trust
- Qualified Terminable Interest Property Trust
Trusts for Specific Individuals
Trusts for Special Circumstances
Relevant Legal Documents: $100 per page
Up to four modifications within four weeks, after that, $100 per each modification event.
- Will with testamentary trust
- Prenuptial Agreement
- Postnuptial Agreement
- Community Property Agreement
- Guardianship of Minor Children
- General Power of Attorney
- Limited Power of Attorney
- Springing Power of Attorney
- Revocation of Power of Attorney
- Durable Power of Attorney for Finance
- Durable Power of Attorney for Healthcare
- HIPAA (Health Insurance Portability and Accountability Act) Authorization
Probate Court Appearance / Special Appearance: $350 per hour
Piercing the Trust Veil / Setting Aside a Trust: $350 per hour
