Cryonic Suspension Trust

Cryonic Suspension Trust – Legal Services

By Rick Durfee

Cryonic Suspension Trust – Legal Services

Formation of a Cryonic Suspension Trust including but not limited to the following:

  • Attorney time for Consultation and Selection of material options
  • Trust may be Revocable or Irrevocable depending on client objectives and concerns
  • Cryonic Suspension TrustFuture Re-animated Self Dynasty Trust provisions
  • Customization as detailed on client specific diagram
  • “Full Tool Box” features such as Beneficiary Defective, GST, Special Needs, Dynasty, Protector, Alternative Dispute Resolution, etc.
  • Consultation for selection of Trust Protector
  • Consultation for selection of Successor Trustee
  • Consultation for selection of Investment Advisor
  • Establish a Family Foundation as a Charitable “Safety Valve” and related consultation
  • One original Trust document
  • Two original Certificates of Trust Power and Authority
  • Schedule of Assets Transferred to  Trust
  • “Loose Ends” Letter describing operation, use and funding of Trust
  • Action Items List for follow through action to fund and implement Trust
  • Letters of Instruction for Funding Trust
  • Applicable Schedules and attachments including Schedule of Trustees, Schedule of Special beneficiary, Schedule of Primary Beneficiary, Schedule of Secondary Beneficiary, Schedule of Protector, Schedule of Advisors, Schedule of Wishes
  • Educational and instructional articles and support documents
  • Client Original Trust Notebook (you may opt for electronic copies only)
  • Electronic Copies of Documents in pdf format
  • First Year Safe File Inventory Fee
  • Other  transfers of assets, properties or business entities may also be needed, and may result in an additional legal investment

 

This list is subject to change without notice, and the specific details in any client communications related to the particular planning will control over this list. The Legal Investment for establishing a Cryonic Suspension Trust – Legal Services will be as stated in a written Invoice or Quote. Other documents or services beyond this list may result in additional legal investment.

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About Rick Durfee