Estate Planning Packages

We advise on:

  • US federal laws (for example federal tax laws, or immigration and citizenship), including their application to international clients or foreign assets.
  • The laws of the jurisdictions where we are licensed to practice law, currently Virginia, Maryland, the District of Columbia and Germany;
  • The laws of the European Union;
  • International conventions;
  • Bilateral treaties entered into by the United States and Germany.

For questions related to the laws of other jurisdictions where we are not licensed we work with competent local attorneys.

Depending on the complexity of your situation one of our three Estate Planning Packages may be a good fit for you:

Simple International Estate Plan   

$1500 for a single person, $2000 for a married couple

Best choice for whom? What is covered? What is included?
Persons with no minor children.

 

Thorough analysis of your situation, with a special emphasis on international aspects.

Analysis of goals and wishes, and the best ways of reaching them.

Tax optimization

Two meetings to discuss and refine the drafts.

Two rounds of revisions

Unlimited questions for two months after the signing.

Will(s) (no testamentary trust)

Financial Power of Attorney

Healthcare Power of Attorney

Review and advice regarding titling of assets

Review and advice regarding beneficiary designations on financial accounts

Advice regarding immigration status

Advice regarding the necessity of an additional, non-US will

 

Average International Estate Plan

$4000 for a single person, $ 5500 for a married couple

Best choice for whom? What is covered? What is included?
Persons with minor children

Blended families

 

Thorough analysis of your situation, with special emphasis on international aspects.

 

Analysis of your goals and wishes, and the best ways of reaching them.

 

Tax optimization

Up to four meetings to discuss and refine the drafts

Up to four rounds of revisions

Unlimited follow-up questions for four months after signing.

Will(s)

Draft new revocable trust(s) or testamentary trust(s)

Financial Power of Attorney

Healthcare Power of Attorney

Review and advice regarding titling of assets

Retitling of assets as needed

Review and advice regarding beneficiary designations on financial accounts

Advice regarding immigration status

Advice regarding the necessity of an additional, non-US will

 

Complex International Estate Plan

$6000-$10,000 for a single person, $7000-$12,000 for a married couple

Best choice for whom? What is covered? What is included?
Persons with ownership interests in businesses

Persons with existing revocable trusts

Persons with minor children

Blended families

 

Thorough analysis of your situation, with special emphasis on international aspects.

 

Analysis of your goals and wishes, and the best ways of reaching them.

 

Tax optimization

Up to six meetings

Up to six rounds of revisions

Unlimited follow-up questions for six months after signing.

Will(s)

Revise revocable trust(s)

Financial Power of Attorney

Healthcare Power of Attorney

Review and advice regarding titling of assets

Retitling of assets as needed

Review and advice regarding beneficiary designations on US financial accounts

Advice regarding immigration status

Advice regarding the necessity of an additional, non-US will

Custom quotes are available upon request.

 

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