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What is the annual fee for a trust?

By March 16, 2015

There is no required annual fee associated with maintaining a trust. Fees are involved when an amendment to the trust is made which involves changing the terms of the trust. When a spouse, or Trustee, passes away fees will be charged in order to handle the Trust Administration to take advantage of certain tax benefits, if applicable, and to follow the terms of the trust. Morris Hall now offers a Maintenance Plan to cover amendments and restatements to the trust for a full year, plus other Plan benefits.