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2011 Advanced Planning Fee Schedule
For asset protection plans, tax plans, and estate plans that involve documents or strategies beyond living trusts, we quote the following fees. Our fees include all charges such as photocopying, post-age, messenger fees, faxes, and most importantly, follow-up calls or e-mails to us by our clients and all reasonably knowledgeable advisors they authorize to contact us. The only additions to our quoted fees will be for services that we must render in response to a call or e-mail, fees paid by us on our clients’ behalf to third parties such as appraisers, accountants, courts or other governmental entities, time spent teaching advisors who are not reasonably knowledgeable, and per diem fees and travel costs for meetings away from our offices. We quote fees in units of experience and expertise at $4,500 per unit (inflation-adjusted to 01/01/11), regardless of net worth or the amount of assets to be controlled by a particular trust, entity, or strategy.
PLAN, ENTITY OR STRATEGY                                        UNITS
Irrevocable Life Insurance Trust or Gift Trust ..........................................................1
Multigenerational (GST) Irrevocable Life Insurance Trust or Gift Trust...............2
Remainder Purchase Marital Trust ...........................................................................2
Family Limited Partnership set-up and planning*..................................................4
Limited Liability Company set-up and planning* ...................................................4
Restricted Management Account set-up and planning .........................................5
Charitable Remainder Trusts (CRAT, SCRUT, NIMCRUT or FLIPCRUT) ........3
Venture Capital Charitable Remainder Trusts........................................................4
Charitable Lead Trusts (CLAT or CLUT) .................................................................3
Pension Plan and IRA Stretch-Out Trust and Beneficiary Designation .............2
Private Annuity and Self-Canceling Installment Note set-up and planning.......3
Grantor Retained Annuity Trust or Unitrust..............................................................3
Intentionally Defective Grantor Trust (including the first sale to the trust) ........4
Qualified Personal Residence Trust........................................................................2
Split-Purchase Trusts .................................................................................................4
Private Foundation or Supporting Organization......................................................4
Testamentary Trusts (CLTs, CRTs, foundations, split-interest).........................1+
Custom or Jurisdictional (Alaska, Utah, or Delaware) Features ........................1+
Offshore Trust set-up and planning (plus costs) ..................................................6+
Two-Week Rush Premium (25% minimum surcharge)....................................25%
Grant Deed Transfers (plus recording fees).......................................................$250
For plans with a projected fee of six or more units, we can prepare a preliminary analysis, including financial projections, for a design fee equal to one-third of the projected fee, two-thirds of which will be credited against the fee when our clients authorize us to implement the plan.

*This fee includes gifting or selling LLC or partnership interests as part of an estate planning strategy. We charge fewer units when you are forming these entities for business purposes only rather than part of a gifting or sale strategy.
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