ST Alpha - "Yes. We ended up with an 8 inch binder each full of documents detailing everything." (Reading a Post)

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In response to "do you mind sharing - was it SUPER expensive? -- nm" by JenBro

Yes. We ended up with an 8 inch binder each full of documents detailing everything.

Posted by TWuG Mar 17 '09, 09:57

Around $10k, IIRC. But we have a fair number of assets that needed to be moved into trust.

Responses:

Thanks ... I have clients asking about this more and more frequently ( and one thing they may not have told you ... - JenBro Mar 17, 10:06 2
- WE have an umbrella policy that covers us, the trust, etc. -- nm - TWuG Mar 17, 10:10 1
  - Excellent - my companies will even add the trusts to the Umbrella policies - so that the trusts as property owners have the same high limit and legal - JenBro Mar 17, 10:13

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