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Fee Schedule 2014

$2,000       For Single Person:

  • Consultation with client and advisors and design of estate plan
  • Last Will and Testaments (with tax planning provisions)
  • Powers of Attorney
  • Advanced Health Care Directives and Appointment of Health Care Agents
  • Authorization for Release of Protected Health Care Information
  • Explanatory letter including direction on transferring assets
  • Chart explaining the way the tax planning trusts work
  • Summary of documents
  • Ancillary documents

$3,500       Estate Plan With Tax Planning Wills for Husband and Wife

Or;

 

$4,000        Revocable Living Trust Structure for Husband and Wife

$2,800        For Single Person:      

  • Consultation with client and advisors and design of estate plan
  • Revocable Living Trusts (with tax planning provisions and testamentary trusts)
  • Transfer Agreements
  • Explanatory letter including direction on transferring assets to trusts
  • Chart explaining the way the tax planning trusts work
  • Pour Over Wills
  • Summary letters and other ancillary documents
  • Powers of Attorney
  • Advanced Health Care Directives and Appointment of Health Care Agents
  • Authorization for Release of Protected Health Care Information

Additional fees may apply depending on the scope of attorney assistance required to fund the revocable trusts.

$2,000 - $3,500      Irrevocable Life Insurance Trust (ILIT)

(The complexities of the trust will determine the fee.)

  • Design of trust and integration into the client’s other estate planning documents
  • Irrevocable Life Insurance Trust Agreement and ancillary documents
  • Explanatory letter to trustees
  • Explanatory letter to client
  • Communications with trustees
  • Assisting with transfer or purchase of policy to or by the trustee
  • Contacts with insurance agent
  • Application for tax identification number for ILIT

Law Offices of Christine W. Hubbard, LLC is located in Annapolis Maryland and serves clients in the surrounding areas in the Baltimore–Washington metropolitan area.



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170 Jennifer Road, Suite 325, Annapolis, MD 21401
| Phone: 410-798-4533

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