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Noel C. Ice, Attorney At
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Guides and Articles |
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| WHAT I DO I have been practicing law for over 25 years. A quick trip to www.trustsandestates.net gives some idea of my areas of practice. My personal bio can be accessed from http://www.trustsandestates.net/Bio.htm. Each year, I believe, I have gotten a little better at what I do. During this period of practice I have developed considerable expertise and experience in a handful of related areas, which include: · Drafting Will and Trust Agreements, both simple and complex, addressing all forms of life insurance trusts, generation-skipping trusts, marital deduction planning, living trusts, bypass trusts, etc. Examples of my work product may be found at http://www.trustsandestates.net/wills_&_trust_forms.htm. · Preparing Marital Property Agreements (Ante-Nuptial and Post-Nuptial Contracts). My experience in this area can be found at http://www.trustsandestates.net/marital_property.htm. (I did not post my Marital Property Agreement forms, but I did post a three articles on community property law.) · Estate Planning for IRAs and Other Forms of Qualified and Nonqualified Plans, including advising clients on IRA minimum distribution planning I have written a 1000 page treatise on this subject which can be found at http://www.trustsandestates.net/Treatiseepqp.htm. I also have an article “IRA and Qualified Plan Distribution Rules in a Nutshell, which can be found at http://www.trustsandestates.net/Nutshell.htm, as well as an annotated IRA beneficiary designation form, annotated trust provisions dealing with the situation where a revocable living trust is named as beneficiary of an IRA, and a long technical article on the use of Roth IRAs all of which can be found at the present time at the very bottom of http://www.trustsandestates.net/Treatiseepqp.htm. (I intend to update these shortly and move them to a page of their own.) · Preparing Qualified and Nonqualified Plans, various forms of Welfare Benefit Plans, Cafeteria Plans, etc. · Making Financial Projections for Estate Planning Purposes. A dozen or so Excel Templates that I designed can be found at http://www.trustsandestates.net/Excel.htm. · Preparing all forms of split-interest gifts, including grantor retained annuity trusts (GRATs), grantor retained income trusts (GRITs), etc. · Preparing all forms of charitable documents, including charitable split-interest gifts, such as Charitable Remainder Unitrusts (CRUTs), Charitable Remainder Annuity Trusts (CRATs), charitable lead trusts (CLTs), Private Foundations and Public Charities. See my Charitable Giving Page at http://www.trustsandestates.net/charitable_giving.htm, where I have articles on just about all of the charitable documents described above, together with other useful information on planned giving. · Preparing Family Limited Partnerships. I have a webpage devoted to that subject, found at http://www.trustsandestates.net/flps.htm. WHAT IT COSTS What does a good estate plan cost? It depends. Personally, I think that some of the more expensive plans ($50,000 and up), being marketed by nonlawyers primarily, are a bit overpriced, or perhaps not, depending on value received. Doing a good job takes time, as well as knowledge and years of experience. Nevertheless, $5000 can purchase a very good basic estate plan. A more comprehensive and sophisticated plan will obviously cost more. I have tried to break down what is involved in the "Approximate Fee Schedule documents below. You might also want to look at one of the versions of the "Estate Planning Techniques" document below to get an idea about some of the various tools in the estate planners tool kit.
AppFeeSched.htm IceEPTechniques.pdf EngageL.pdf
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