Bemel Companies

Providing trust and estate administration, financial and real estate management, startup and early stage company advisory services, and media project production.

picture of a happy family gathered outside

Bemel Group

Services Include:

Trust Administration

Act as a trustee for living trusts, testamentary trusts, and other types of trusts, responsible for managing trust assets according to the terms of the trust and the grantor's wishes.

Estate Administration

Serve as an executor or administrator of an estates, responsible for gathering the decedent's assets, paying debts, and distributing the remaining assets to the beneficiaries.

Financial & Real Estate Management

Provide financial management services to individuals and families, which may include bill paying and investment management.

Charitable Trusts

Coordinate the creation of and manage a charitable trust to support a grantor's favorite causes.

Power of Attorney

Serve as an agent under a power of attorney, making decisions on the client's behalf in a variety of areas, such as finances, healthcare, and real estate.

Business Succession Planning

Help develop and implement a business succession plan to ensure continuity of operations and a smooth transition to the next generation of owners.

Healthcare Representation

Be a healthcare representative under an advance healthcare directive, charged with making decisions about the client's medical care if the client is unable to do so himself.

Guardianship

Act as a guardian for minors or incapacitated adults, responsible for making decisions about the ward's personal care, education, and finances

Conservatorship

Serve as a conservator for an incapacitated adults, managing the ward's financial affairs and personal care.

Hibou Advisors

Services Include:

Strategic planning

Key personnel recruitment

Training and education

Relationship building

Financial and investment analysis

Business and executive coaching

Real estate management

Project Management

Financial services

Team Building

Writing

snappy Patter Media

Featured in such publications as:

Journal of Military History

The Wall Street Journal

C-Suite Network™

Diplomatic Courier

Real Clear Defense

Aish.com

and many more...

Bemel Group Fee Schedule

Monthly Base

$500/mo

Accounts receivable

Collect routine income and make bank deposits; routine accounts payable

Includes bill paying and disbursements; reconcile routine main checking account

Print monthly reports; routine mileage

Regular postage

Fax

Routine copy charges are all included in the Monthly Base Fee

Principal

$250/hr

Kevin S. Bemel, Fiduciary License #1341

$300/hr

Complex services:

Review of accountings

Tax returns

Asset investigations

Real Estate transactions (ie: sales, purchases loans, routine evictions) Asset and Investment management and decision making

Tax matters

$500/hr

Minimum 4 hours

Expert witness services and court testimony

Highly complex issues requiring special skills or risks

Litigation or settlement discussions and other contested matters

Staff

$150/hr

$200/hr

Tax and accounting management and coordination

Brokerage account reconciliation

Complex accounting preparation coordination

$250/hr

Investment performance review and research

$75/hr

Account Management and Administration

$100/hr

Account research

special projects including simple accounting preparation

$75/hr

Client receivables and payables

$50/hr

Ordinary administrative services (copying, mailing)

Financial and Real Estate Management

6% of Collected Income

Transaction Fee
Percentage fee sale, purchase, or refinance of real property, at Bemel Group's discretion, but not in court supervised conservatorship cases, in lieu of hourly fees associated with the transaction. In some cases, the hourly fees may be billed and paid in lieu of the percentage transaction fee at the discretion of Bemel Group.

General Notes
Most accountings and tax returns are prepared by contractors outside of Bemel Group and are paid directly from client funds. Bemel Group is not a law office. Legal services are paid to attorneys directly from client funds, with court approval, if required.

Alternate fee schedules, including percentage fees, may be negotiated on high balance trusts (in excess of $1,000,000 asset value). Such fees will be paid monthly from client funds. (For example: 1.5% for under $1 million, 1.25% for $1 million to under $5 million, 1% for $5 million and over)

SSI or Medi-Cal recipients with Special Needs Trust balance under $25,000.00 are provided all services at a 25% discount.

All fees of Bemel Group are negotiable, and this fee schedule is subject to change with reasonable and required notice.