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Individual Irrevocable Trust

Name: Individual Irrevocable Trust
SKU: 228617
Price: 499.95 USD
Availability: InStock

$499.95

Why the irrevocable trust?

An Individual Irrevocable Trust is an unalterable legal entity designed for potential estate tax benefits. Unlike a Revocable Living Trust, offering flexibility but lacking asset protection from estate tax, the Irrevocable Trust necessitates relinquishing some control for potential tax advantages.

By selecting this option, you commence your estate plan with a deliberate emphasis on tax efficiency. This trust, crafted for a flat fee, assures peace of mind and provides an additional layer of financial security.

Categories: Irrevocable, Trusts Tags: asset protection, planning, trusts

Description

Considering an Irrevocable Trust?

Legal Structure: A fixed legal entity that cannot be modified, amended, or revoked.
Tax Efficiency: Geared towards minimizing potential estate tax obligations.
Control Relinquishment: Requires ceding some control to unlock potential tax advantages.
Strategic Positioning: Strategically positions assets for long-term planning and tax efficiency.
Transparent Pricing: Offered at a flat fee of $499.95 for predictable costs.
Peace of Mind: Assures sound financial planning and an additional layer of asset protection.

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PERSONAL

First *

Last *

Email Address *

Primary Phone *

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

TRUST INFORMATION

Name Of Trust

State *

Settlor

Co-Settlor

Trustee

Co-Trustee

Successor-Trustee

Est. Value of Trust Assets

SPECIFIC GIFTS FROM THE TRUST

BENEFICIARIES OF YOUR TRUST

RECIPIENTS

Name *

Country of Citizenship

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Relationship to Settlor *

Describe Gift(s)

BENEFICIARIES

Name of Beneficiary 1 *

Country of Citizenship

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Relationship to Settlor *

PercentageBeneficiary 1's Percentage of Residual of Trust (after Specific Gift, if any)

SELECT SHIPPING INFORMATION AND OPTIONSTrust Packages are available for pick up at any of our office or may be shipped to you via Ground (2-3 business day) Service for a charge of $17.95 or via Overnight Delivery for a charge of $30.95 within the U.S.A. Please select the appropriate shipping options available for your area:

Select here for shipping inside the United StatesRegular Service - $17.95Next Day Service - $30.95Office Pick-up - (no charge)

Select here for shipping to CanadaRegular Service to Canada (approximately 6 - 8 business days service) - $69.95International Economy to Canada (approximately 5 - 6 business days service) - $74.95International Priority to Canada (approximately 2 - 4 business days service) - $99.95

Select here for shipping to EuropeInternational Economy to Europe (approximately 6 - 8 business days service) - $99.95International Priority to Europe (approximately 2 - 4 business days service) - $124.95Unless I check this box, I authorize delivery to my shipping address without a recipient's signature or if I check this box I understand that my order will be shipped to me signature required upon receipt. There is a $3 charge for this service.

SELECT SPEED OF SERVICE OPTIONS

REGULAR PRIORITY SERVICEYesNot SureYour order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your Trust and ancillary documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is approximately two weeks after receipt of payment.

3 BUSINESS DAY PRIORITY SERVICEYesNot SureYour order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is 3 business days after receipt of payment of an additional $75.

NEXT BUSINESS DAY PRIORITY SERVICEYesNot SureYour order will be marked for special handling, a member of the Spiegel & Utrera, P.A. staff will be assigned to actively monitor the status of your Trust and other ancillary documents. Your documents will be hand-delivered to you (if requested by you, your signature will be required upon receipt) to insure confidentiality via Federal Express, U.P.S. or other delivery service or electronic mail. The preparation and processing time for your Trust and ancillary documents is next business day after receipt of payment of an additional $150.

WE DO NOT SHIP TO P.O. BOXESWe apologize for any inconvenience but we do not ship to P.O. Box addresses. If you selected our Office Pickup option above, skip this section and click continue to proceed with your order.

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Legal Aesthetics

Living trusts, prized for probate avoidance and streamlined asset distribution, see increasing popularity as individuals seek alternatives to conventional wills. Recognizing the advantages of heightened control, flexibility, and privacy in estate management, people are drawn to these trusts. Stay informed for optimal estate planning.

Individual Irrevocable Trust

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Individual Irrevocable Trust

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SPECIFIC GIFTS FROM THE TRUST

BENEFICIARIES OF YOUR TRUST

MONTHLY

Subscribe to our newsletter for new developments and our points of interest across wide range of law.

Success!

Pour Over Last Will & Testament

Last Will & Testament

Advanced Health Care Directive

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