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.