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ADVANCED PLANNING

Charitable Planning, Estate Tax Planning and Asset Protection Planning require Advanced Planning Tools.

Which tools we use depends entirely on your goals, your asset mix and your tolerance for complexity.

I quote my Advance Planning fees in Units of Value of $3,500 per unit, regardless of your net worth or the amount of the assets being planned for.

Fees include all charges such as photocopying, postage, messenger fees, faxes, phone calls and emails to and from clients and their reasonably knowledgeable advisors who I am authorized to communicate with regarding the planning.  Additional fees will be charged for services that must be rendered in response to a call or email beyond the scope of the agreed upon planning, for fees paid by me on the client’s behalf to third parties such as appraisers, accountants, courts or other governmental agencies.  I also charge for time spent educating advisors who are not reasonable knowledgeable, along with per diem fees and travel costs for meetings more then 50 miles away from my office.

  • Irrevocable Life Insurance Trust or Gifting Trusts …..…………………………………..... 1
  • Testamentary Charitable Trusts (TCLT, CLRT) …………………………………………..... 1
  • Multigenerational (GST) Irrevocable Life Insurance Trusts or Gift Trusts ..……….….... 2
  • Qualified Personal Residence Trusts …………………………………………………...... 2
  • Charitable Remainder Trusts (CRATS and CRUTS) .…………………………………….. 3 
  • Charitable Lead Trusts (CLATS and CLUTS)…………………………………………........ 3
  • Grantor Retained Trusts (GRATS and GRUTS)………………………………………….... 3
  • Private Annuities and Self Canceling Installment Notes - Planning and Set up…… 3
  • Family Limited Partnership - Planning and Set Up* ……………………….…………... 4
  • Limited Liability Company - Planning and Set Up* ……………………….…………... 4
  • Intentionally Defective Grantor Trusts (IDITS) .………………………………………....... 4
  • Restricted Management Account - Planning and Set Up* ………………………...... 5
  • Private Foundation or Supporting Organization ………………………………...…...... 5
  • Two Week Rush Premium ……………………………………………………...……..... 25%
  • Grant Deed Transfers (plus recording fees) ………………………………………..... $250

*Contemplates estate tax planning and gifting.  Entities for only asset protection and/or business management purposes may be priced less and are quoted on a case by case basis. 

All Advanced Planning with a projected fee of six units or more require a preliminary analysis and design fee, including financial projections, equal to one third of the projected fee, two thirds of which will be credited against the final fee when I have been retained to implement your Advanced Planning.