Fee Schedule - Gary Mialocq & Associates - Vocational Rehabilitation Specialists

NARS Equity Holding Trust™
Fee Schedule

Simple Trust

Trust Agreement
$239

Deed (Title Transfer Document)
$125

Annual Trustee Title-Holding Fee
$144

TOTAL
$508

The Simple Trust is used for your personal residence where there is only one beneficiary or two related beneficiaries who share ownership rights.

The Equity Holding Trust™ is comprised of two forms --

1) the PACTrust™, typically involving only two parties a Settlor Beneficiary and a Resident Beneficiary (i.e., "seller" and "buyer"), and

2) the NEHTrust™, involving three beneficiaries: Settlor (seller), Investor (buyer), and Resident (co-buyer).

PAC/NEHTrust Rates & Costs:

DESCRIPTION

FEE

NARS Facilitation Fee

1% of MAV

Minimum NARS Fee

$800

Maximum NARS Fee

$8,000

Non-Refundable Retainer

$800

(includes Legal and Accounting Review)

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Trust Set-Up Fee (Payable to Trustee)

$500

PAC/NEHTrust Monthly Trustee Fee:

DESCRIPTION

FEE

Monthly Title-Holding Fee
0.5% of MAV/12

Minimum Title-Holding Fee

$40

Maximum Title-Holding Fee

$140

Joint venture participation as a Principal.

Fee: 10% Beneficiary Interest.

CALL GARY MIALOCQ AT

800-828-0684

or email:

Joint Venture Participation

The above fee schedule applies when NARS is retained to process NARS Equity Holding Trust documentation. All documentation is completed under the scrutiny of our staff of licensed attorneys; however the client is advised to seek his/her own independent legal counsel with regard to all matters relative to the land trust legislation, the NEHTrust and all related documentation.