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Senior & Hospice Discounts On Living Trust. Save $400 on a New Living Trust Package. Senior Discounts on Living Trust
Seniors & Hospice Discounts - Seniors Trust discount, Age 55 or Above YOU WILL RECEIVE A BIG $400 DISCOUNT FROM THE COMPLETE TRUST PACKAGE PRICE. THIS IS MY WAY OF THANKING OUR SENIOR CITIZENS FOR THEIR CONTRIBUTION TO THEIR FAMILY AND OUR COUNTRY. ACTIVE MILITARY ALSO RECEIVE THIS DISCOUNT.
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David A. Casey- Attorney Living Trust Planning Attorney, San Diego County 365 Broadway - Suite 203, El Cajon, California Telephone (619) 447-6780 - E-mail: Familylaw1@aol.com Serving San Diego County Senior Discounts On Living Trust. Save $400 Trust Package. Attorney Casey can arrange to travel to you all over San Diego County if you are unable to come into his office in El Cajon, CA. Ask about the travel fee and revocable living trust package. With a New Living Trust Package, Senior Discount is $400.
Attorney Drafted Living Trust? A-B Trust. Spendthrift Trust. * Up to a one hour office consultation with attorney to determine your Trust needs and what type of Living Trust you desire. This includes a review of your estate planning questionnaire and documents that you provide to my office. The heart of your Estate Planning packet is a Living Trust but no living trust is complete without supporting legal documents. * Revocable Living Trust (up to 40 pages in length) - Specifies who will manage the Trust and the beneficiaries after the death of each person. * Wills for each of you if you are married (up to 10 pages in length). In case you left assets out of your will for some specific reason, they can pour over into the trust after your death. Sometimes people forget to include property in the trust after the trust has been completed. A will acts as a vehicle to put the remaining assets into the trust to be managed. * Durable Power of Attorney for each of you (if you are married.) A durable power of attorney can be several pages for each of you. This appoints someone, such as a spouse or a trusted relative, to act for you as a financial manager if you are unable to do so for some reason. This could be a temporary or a long turn appointment. * HIPAA and Notice of Intent to Return Home documents. HIPAA is the Health Insurance Portability and Accountability Act of 1996. This statement authorizes the principal's medical information to be disclosed. All treating healthcare providers must provide the information. The Notice of Intent to Return document is a statement indicating the principal's wishes of their intent to return home. * Community property agreement if it is deemed to be in your best interest. This has a lot to do with tax basis of the property and potential capital gain responsibility to the IRS. * Health Care Power of Attorney - Also known as a Living Will. This appoints someone to make a trusted decision in the event you are unable to do so. This is a very important document since it gives the power to direct physicians to perform or withhold treatment. This person is usually a spouse or a trusted relative or friend who knows what your wishes are regarding medical treatment. * Physicians Directive- Directs your physician regarding your wishes for healthcare. * Deed to transfer California real property into the Trust. Additional fees are charged when there is more than one real property. *Letters of Instruction to bankers, stock brokers, IRA custodians, pension plan administrators, life insurance companies. A great Living Trust Package covering what you need! Entire trust packages includes the items listed above! If the estate is under 2.1 million the cost of the trust portfolio is between $1,200 to $1,400 [this includes senior or hospice discounts and for a married couple]. This discount also applies to active military. If you purchase the services separately, the total could be over $2,100.00. By providing all the services at once, it saves time. Since attorneys charge for their services by time, the savings are passed on to you. So call today for your quote! The entire trust package can be prepared for any one who is a resident in the state of California. Most of the time, the services can be performed via the telephone, e-mail, fax or over night express mail. You may not even have to come into the office if you have transportation problems, ill or just can't arrange the time during office hours. Notary Services Available on sight or will travel to your location! Trust package rates available. Reasonable travel fees. No need to go elsewhere. Other Trust services: - Grandchild's trust. - Special Needs Trust. This is a trust within your trust and is mainly used when the person is a physically or emotionally handicap child or adult who will be receiving the benefit from the trust and is also receiving state or federal assistance. This help to allows the child to continue to receive benefits for both as long as possible. - Basic Trust with pour over will. - Complex trusts with real property, a business, which will serve as the deed of the trustee. WILLS - WITHOUT A TRUST - Simple wills without a trust - $100.00 with up to a twenty minute consultation and questionnaire to be filled out by client. Complex wills with children from more than one relationship. ($25.00 for each additional child to be included or excluded from the will). TRAVEL TIME FOR AN IN HOME CONSULTATION FOR WILL OR TRUST - If necessary, if attorney travels to an agreed upon location, there is an additional charge based on the time expended and mileage. This must be paid in advance even if a trust or will is not prepared. Wills or trusts prepared for someone who is in a hospital, rest home or requires an attorney, or a legal assistant to make a personal visit to the location of the person making the will, an additional fee is normally between $150 to $300 is charged for up to two visits. If documents need to be notarized then those fees are charged by the mobile notary and are paid separately to the notary. Our mobile notary will give you senior discount when we draft the documents. (notary fees are paid directly to the notary.) DVD TAPING OF INTERVIEW OF CLIENT WHEN IT IS ANTICIPATED THE WILL MAY BE CONTESTED. - Other cases where there may be a need to video tape the interview, there is a fee of $40 per twenty minutes of interview. This includes the cost of the DVD. Senior Discounts On Living Trust. Save $400, Living Trust PROBATE - Probate. There is NO fee for an initial consultation up to 45 minutes. This is more than enough time to determine if there is a probate need. If the deceased left a will, there is no charge for the review of the will within the time frame indicated. Attorney fees are based on the amount that the State of California sets. Client is only responsible to pay the initial filling fee as required by law. The filling fees varies based on the gross amount of the value of the estate. Hopefully there is no need for probate if you have a valid living trust. Be sure to read the disclaimer for this website. This website is for informational purposes only. NO legal advice shall be construed by reading the information provided here or in the informational booklets/pamphlets. Buying any informational booklet does NOT create any attorney/client relationship. After a retainer agreement has been signed by the perspective client and attorney, then representation commences.Senior Discounts On Living Trust. Save $400 Trust Package DON’T WAIT UNTIL YOUR SITUATION GETS OUT OF HAND! For further information and consultation CALL (619) 447-6780, e-mail or fax your request for an appointment TODAY at the Law Office of David A. Casey.
Senior Discounts On Living Trust. Save $400 on Your Trust Package. |
