Frequently Asked Questions

What does it cost?

The cost of legal services vary depending on the facts of each case.  But these are some typical estimates:

  • Initial consultation or review of current plan- No charge
  • Revocable Trust Plan (fully funded) – $2,000
  • Separate Revocable Trusts – $2,500
  • 541 Trust™ for Asset Protection – $6,000
  • Subsidiary LLC Designed for Confidentiality – $1,000
  • Complex LLC for Discounting or Asset Protection – $2,000
  • Intentionally Defective Grantor Trust Plan (variation of 541 Trust™) $9,500 – $15,000

Because the costs vary with each plan, we recommend you begin with a free initial consultation. After the initial consultation, we can get you a proposal with an exact price.

How long does it take?

We typically complete a simple plan in 5 days and a complex plan in two to three weeks. We can do this much faster if necessary. We usually agree with the client on a deadline, and we always meet our deadlines.

Why don’t I do it myself, or find a less expensive alternative?

There are many situations in life where it pays to do something yourself or go with the lowest bidder.  When dealing with high voltage power lines, eye surgery, securities laws, tax planning, or asset protection planning, you may want to consider paying someone to do it right the first time.  I review many inexpensive plans for clients, and I can usually show the clients many reasons why the cheaper plan would not accomplish their objectives and may cause serious problems.  I would love a chance to show you the difference.

Can you work for out-of-state clients?

The model rules of professional conduct may allow me to assist a client in another state if I utilitze co-counsel in that state or if the services ”draw on the lawyer’s recognized expertise developed through the regular practice of law on behalf of clients in matters involving a particular body of federal, nationally-uniform, foreign, or international law.”Because of the co-counsel relationships that I have and the multijurisdictional nature of some of my practice areas, I do have many clients throughout the country.  Depending on your situation, I will let you know if I can help, or if you need to work exclusively with an attorney in your own state.

Can you work with my current attorney?

Absolutely. If you already have an attorney, we can usually work together to combine our expertise on your behalf with no additional cost to you.