ESTIMATED FEE SCHEDULE
The following fees are guidelines only. Actual fees may vary depending on the complexity of each case.
ESTATE PLANNING
A. SIMPLE WILLS (Outright Bequests) |
|
Single Individual |
$ 575 |
Couple |
$ 795 |
B. COMPLEX WILLS (eg. with trust/contingencies) |
|
Single Individual |
$ 800 |
Couple |
$ 950 |
C. REVOCABLE LIVING TRUST (Includes trust, abstract of trust, pour-over wills, durable powers of attorney, funding documents, living wills, instructions, summaries) |
|
Simple Living Trust |
$ 1,950 |
Marital A/B (Credit Shelter) Trust |
$ 3,250 |
Marital A/B/C (Qtip) Trust |
$ 3,750 |
Non-Citizen (Qdot) Trust |
$ 3,850 |
Generation Skipping Trust |
$ 3,850 |
Transfer of assets to trust |
$ 395/hr |
D. IRREVOCABLE TRUSTS |
|
Gift to Child Trust |
$ 2,250/ea |
Trust for Gifts to Multiple Children |
$ 2,850 |
Special Needs Trust |
$ 2,250 |
Life Insurance Trust |
$ 2,500/ea |
Qualified Personal Residence Trust |
$ 3,850/ea |
E. DURABLE POWERS OF ATTORNEY |
|
For Property Management |
$ 395 |
For Health Care + Living Will |
$ 395 |
F. PROBATE & CONSERVATORSHIPS |
|
Probate Proceeding |
Statutory Fee |
Joint Tenancy Termination |
$ 395/hr |
Community Property Set Aside |
$ 395/hr |
A/B Trust Split (After 1st Death) |
1% of combined estate or $ 395/hr |
BUSINESS PLANNING
A. CORPORATIONS |
|
Incorporation |
$ 1,800 + costs |
Annual Meeting Minutes |
$ 395/hr |
Amendment to Articles |
$ 395/hr+costs |
Dissolution of Corporation |
$ 2,500 |
B. LIMITED LIABILITY COMPANIES |
|
Organization of Company |
$ 1,800 + costs |
C. PARTNERSHIPS |
|
General Partnership Agreement |
$ 395/hr |
Limited Partnership Agreement |
$ 395/hr |
Limited Liability Partnership |
$ 395/hr |
D. BUY/SELL |
|
Buy/Sell & Stock Redemption |
$ 3,250 or $395/hr |
Private Annuities |
$ 395/hr |
Sale of Business |
$ 395/hr |
E. BUSINESS AGREEMENTS |
|
(Negotiations & Documents) |
$ 395/hr |
CHARITABLE PLANNING
A. CHARITABLE TRUSTS |
|
Charitable Remainder Trust |
$ 3,500 |
Charitable Lead Trust |
$ 3,500 |
B. WEALTH REPLACEMENT TRUSTS |
|
Irrevocable Replacement Trust |
$ 2,500 |
C. GRANTOR RETAINED TRUSTS |
|
Unitrust or Annuity Trust |
$ 3,500 |
D. CHARITABLE ENTITIES |
|
Private Foundation |
$ 6,000-$9,000 |
Pooled Income Fund |
$ 8,500 |
Non-Profit Corporation |
$ 6,800 |
ASSET PROTECTION
A. BANKRUPTCY PROTECTION |
$ 395/hr |
B. MARITAL AGREEMENTS |
|
Pre or Post-Nuptial Agreement |
$ 2,750 or $395/hr |
C. IRREVOCABLE TRUSTS |
|
Trust for Gifts to Children |
$ 2,250/ea |
Life Insurance Trust |
$ 2,500/ea |
Grantor Retained Income Trust |
$ 3,850 |
D. FAMILY ENTITIES |
|
Family Limited Partnership |
$ 5,250 + costs |
Family Limited Liability Company |
$ 2,850 + costs |
E. MEDI-CAL PROTECTION TRUSTS |
|
Trusts for Medi-Cal qualification |
$ 3,250 + costs |
F. OFF-SHORE TRUSTS |
|
Foreign Asset Protection Trusts |
quote required |