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Tax Free Corporation or Limited Liability Company Ownership Trust
$749.95
Complete, ready for immediate signing.

The primary reasons to consider using a Tax Free Corporation Or Limited Liability Company Ownership Trust:

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OUR GOAL—YOUR Complete Satisfaction and Understanding
When you order the Tax Free Corporation Or Limited Liability Company Ownership Trust from Spiegel & Utrera, P.A., Spiegel & Utrera, P.A., will incorporate your basic information into a draft Trust that will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon your timely request. You need not complete the questions that follow to order your Trust. Just complete the information you understand. At Spiegel & Utrera, P.A. we will discuss each detail of your order before any credit card charges are processed.

 
TAX FREE CORPORATION OR LIMITED LIABILITY COMPANY OWNERSHIP TRUST ADDITIONAL OPTIONS AND SERVICES SELECTION INSTRUCTIONS


General Counsel Club
Imagine having an attorney's valuable legal advice just a phone call away! Many people rush into legal situation by the seat of their pants, but with our knowledge and experience, Spiegel & Utrera, P.A. can help you to prepare by avoiding legal disputes, probate and privacy pitfalls involving your Tax-Free Corporation or Limited Liability Company Ownership Trust. Our firm has what we call the "General Counsel Club," which is a valuable bundle of services that at the time of your initial ordering, you can receive an additional One Month Bonus so that your first year of service will cover 13 months. PLUS take a $50 discount, so you pay only $89.95 for the first 13 months of service. You get unlimited telephone consultations all year long on matters relating to legal and strategic estate planning advice for your Trust Corporation or Limited Liability. Plus our firm will draft annual Meeting Minutes and Resolutions for the Trust; comply with all statutes and applicable laws; our firm will act as your Trust's Legal Counsel; and you will receive our firm's newsletter, which is published six times a year and provides valuable insight into preserving your assets from a legal point of view.
 
Indemnification Agreement
What happens if someone sues the Trustee in the course of his or her duties based on the parameters described in the Trust? Why would anyone want to be a Trustee if they could be sued merely by carrying out their job? As the creator of a Trust, wouldn't you want to protect the Trustee? We strongly recommend that you enter into an agreement requiring the Trust to indemnify and hold harmless the Trustees and Successor Trustees from any actions they take on behalf of the Trust. The Indemnification Agreement costs only an additional $75 when you order the Indemnification Agreement from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Indemnification Agreement will be conveyed to you for review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust.
 
Transfer of Existing Ownership Interest in Corporation or Limited Liability Company
You will have to fund the Trust with the transfer of all or a part of your current ownership interest in your Corporation or Limited Liability Company. Spiegel & Utrera, P.A. will prepare all transfer documents required to effectuate the transfer so that the Tax-Free Ownership Trust will become the sole or part owner of your Corporation or Limited Liability Company. The charge for this service is $242.90 when ordered at the time of forming your Tax-Free Corporation or Limited Liability Company Ownership Trust.
 
Creditor Protection in the Trust
What happens if a Trust beneficiary gets sued? Do you want a creditor to get any of the beneficiary's assets in the trust? Creditor Protection prevents creditors from attaching the interest of the beneficiary in the Trust before that ownership interest is actually distributed to him or her. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust to protect the Trust and the beneficiary in the event a beneficiary is sued and a judgment creditor attempts to attach or levy the beneficiary's interest in the Trust. Let Spiegel & Utrera, P.A. add these powerful provisions to your Trust for $75 at the time of forming your trust.
 
Memorandum of Trust
Do you want your Trust to be a matter of public record? You may need evidence of your Trust in order to open a bank account or to transfer ownership of real estate or a vehicle to or from the Trust. The Memorandum of Trust is prepared by Spiegel & Utrera, P.A. and executed by the Trustee(s). For privacy, a Memorandum of Trust avoids disclosure of the complete Trust document and maintains confidentiality of the entirety of the Trust document. This is useful for the transfer of assets to the Trust. The Memorandum of Trust costs only an additional $149.95 when you order your Memorandum of Trust from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Memorandum of Trust will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust.
 
Verified Certificate of Trust
Do you want a lawyer to verify as to the existence of the Trust to ensure that the Trust is valid? You may need evidence of your Trust in order to open a bank account or to transfer ownership of assets to or from the Trust. For privacy, a Verified Certificate of Trust avoids disclosure and maintains confidentiality of the entirety of the Trust. This is useful for the transfer of assets to the Trust. In addition, the Verified Certificate of Trust includes a lawyer attestation to certify the existence of the Trust, which acts like a legal opinion. The Verified Certificate of Trust costs only an additional $149.95 when you order your Verified Certificate of Trust from Spiegel & Utrera, P.A. at the time of forming your Trust. A draft Verified Certificate of Trust will be conveyed to you for your review and Spiegel & Utrera, P.A. will make reasonable changes upon timely request to be included with your finalized Trust.


SPEED OF SERVICE OPTIONS

REGULAR PRIORITY SERVICE
Your 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 delivered via electronic mail. The preparation and processing time for your Trust and ancillary documents is approximately two weeks after receipt of payment. There is no additional charge for our Regular Priority Service. 

3 BUSINESS DAY PRIORITY SERVICE
Your 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 delivered via 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 SERVICE
Your 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 delivered via 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.

SHIPPING - All Trust packages are delivered via electronic mail to you. There is no additional charge for this service. However, if you prefer your documents to be printed and delivered to you, your Tax Free Corporation or LLC Ownership Trust may be shipped to you via Ground Delivery Service (2-3 business days) for a charge of $17.95 or via Overnight Delivery for a charge of $30.95.
 



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SPIEGEL & UTRERA, P.A. is your one source for business legal services.

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MiamiOrlandoLos Angeles
1840 Coral Way
4th Floor
Miami, FL 33145
Toll Free: (800) 603 - 3900
(305) 854-6000
Fax: (305) 857-3700
Natalia Utrera, Esq.,
Managing Attorney
707 East Colonial Drive
Suite B
Orlando, Florida 32803
Toll Free: (888) 991-9700
(407) 898-5500
Fax: (407) 894-5700
William M. Homsi, Esq.,
Managing Attorney
8939 S Sepulveda Blvd.
Suite 400
Los Angeles, CA 90045
Toll Free: (888) 520-7800
(310) 258-9700
Fax: (310) 258-9400
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Managing Attorney
New York CityDelawareLas Vegas
1 Maiden Lane
5th Floor
New York, NY 10038
Toll Free: (800) 576-1100
(212) 962-1000
Fax: (212) 964-5600
Gracielle R. Cabungcal, Esq.
Managing Attorney
9 East Loockerman Street
Suite 202
Dover, DE 19901
Toll Free: (888) 641-3800
(302) 744-9800
Fax: (302) 674-2100
Courtney Riordan, Esq.
Managing Attorney
1785 E Sahara Ave
Suite 490
Las Vegas, NV 89104
Toll Free: (888) 530 4500
(702) 364 2200
Fax: (702) 458 2100
Michael R. Carrigan, Esq.,
Managing Attorney
ChicagoClifton, NJPhoenix, AZ
123 West Madison Street
Suite 806
Chicago, IL 60602-4620
Toll Free: (888) 514-9800
(312) 443-1500
Fax: (312) 443-8900
Michael C. Welchko, Esq.
Managing Attorney
642 Broad St., Suite 2
Clifton, NJ 07013
Toll Free: (888) 336-8400
(973) 473-2000
Fax: (973) 778-2900
Gracielle R. Cabungcal, Esq.
Interim Managing Attorney
130 North Central Avenue, Suite 303
Phoenix, AZ 85004
Toll Free: (800) 603-3900
(602) 603-1722
Fax: (602) 603-1721
John Burton, Esq.
Managing Attorney
AtlantaGeneral Counsel Club®International Clients & Requests
34 Peachtree Street NW
 Suite 1925
Atlanta, GA 30303
 
Phone:  (404) 329-4800
Fax: (800) 520-7800
Tamara L. Klopenstein, Esq.
Managing Attorney
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Material presented on AmeriLawyer.com is intended for information purposes only. It is not intended as professional advice and should not be construed as such. The U.S. Treasury Department requires us to inform you than any information obtained from this website is not intended or written by our law firm to be used, and cannot be used by any taxpayer, for the purpose of avoiding any penalties that may be imposed under the Internal Revenue Code. Advice from our firm relating to Federal tax matters may not be used in promoting, marketing or recommending any entity, investment plan or arrangement to any taxpayer.

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