Trust Applications |
| Preliminary Estate Info Form (pdf) (61 KB) |
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| Premier I Living Trust The minimum level in trust planning for probate avoidance, client control over the transfer of the estate to the heirs, and estate tax exemption for both spouses. |
| Premier I NV App - Form Fillable (pdf) (101 KB) |
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| Premier II Living Trust The most advanced family trust, provides same estate planning as a living trust but incorporates protection of assets from lawsuits and judgments, Medicaid planning, and financial privacy. |
| Premier II-NV App - Form Fillable (pdf) (142 KB) |
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| Premier III Living Trust Many uses including: (1) For gifting programs to heirs which will be free of gift and estate taxes, (2) to simply hold assets for the heirs until a predetermined date, (3) as an educational fund or for the special needs of a beneficiary. Provides much greater flexibility than UGMA accounts. |
| Premier III NV App-AET (pdf) (65 KB) |
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| Premier V Life Insurance Trust
Allows a client to leave a substantial inheritance free of gift and estate taxes and/or to furnish liquidity to pay their estate taxes. |
| Premier V NV App - Form Fillable (pdf) (80 KB) |
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| Premier VI Private Annuity/Trust
An excellent program to provide long term deferral of capital gains taxes. Also very useful for avoidance of gift and estate taxes. |
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| Premier VII Family Foundation Trust &
Premier VIII Private Foundation These are the two common family foundation charities (generically known as: supporting organization and private foundation), with the Premier VII (supporting organization) having better tax benefits than the Premier VIII. |
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| FLP Trust This trust is treated as a family limited partnership under tax laws, but which is an advancement over ordinary FLPs. |
| FLP Trust App (pdf) (76 KB) |
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| Limited Liability Company A legal entity that provides advanced limited liability protection. Inc.s are formed in the state in which the business owner operates, or a Nevada Inc. with its special advantages can be used. NAFEP provides annual services to support Nevada Inc.s. |
| C, S and Nevada
Corporations Corporations will be formed either in the state in which the business owner operates or a Nevada corporation with its special advantages can be used. |
| Corps-Inc. App (pdf) (120 KB) |
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| Miscellaneous QTIP and generation skipping (GST) trusts, standard wills, pour over wills, durable power of attorney, medical power of attorney, guardianship appointment for minors, advanced medical directive (living will). |
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| NAFEP Corporate Trustee Fee
Schedule: NAFEP Corporate Trustees will not serve as sole Trustee on any trust. A Co-Trustee is required when selecting a NAFEP Corporate Trustee to serve. |
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| Real Estate Deed Transfer Services For Trusts: |
| Document Center Deed Order Form (pdf) (28 KB) |
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| Trust Set Up and Operating Guides: |
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| Brochures |
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| Handouts and Publications: |
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| Scripts for Flip Charts and Powerpoint Presentations |
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| PowerPoint
Presentations To save Presentations, Right Click and click save target as. |
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| Reference Material,
Legal |
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