Basic Legacy TrustThe Basic Legacy Trust can invest its funds into additional MPI Plans for your loved ones too. Mr. Skabelund normally charges $290 for his initial consultation and $5,000 for a trust with similar features. However, Suncor Financial clients receive a free consultation and pay only $1,500.
Dynasty TrustThe Dynasty Legacy Trust is designed to continue to grow, even investing in additional MPI Plans for your descendants! Mr. Skabelund will meet with you for approximately one additional hour beyond the initial consultation to design the rules and management of your Dynasty Legacy Trust. He normally charges $10,000 or more for a dynasty trust. However, Suncor Financial clients pay only $3,500.
ILIT Legacy TrustMr. Skabelund typically charges $5,000 for an ILIT (an irrevocable life insurance trust). Suncor Financial clients pay $3,500 and this price includes an ILIT Legacy Trust for both spouses at this price too. (Each spouse owning a MPI Plan will need an ILIT Legacy Trust. Be aware that there are some constraints with an ILIT that may not make it a viable option for some clients.)
ILIT Dynasty Legacy TrustThe ILIT Dynasty Legacy Trust combines the benefits of both the Dynasty Legacy Trust and the ILIT Legacy Trust. It not only creates a trust that will manage and grow your MPI Plans for multiple generations like the Rockefellers, but also avoid estate taxes too. It truly is the best of both worlds. Suncor Financial clients receive a reduced price of $4,500.
