Corporate and partnership planning can include the choice of incorporation or partnership, Subchapter S elections, planning for qualified and nonqualified retirement, welfare, and incentive plans, reorganization of existing corporations, and preparation of shareholder and partnership agreements.
Estate and trust administration can include the probate of wills, the inventory, management, and accounting for estate or trust assets, preparation of death tax and fiduciary income tax returns, settlement of the estate or trust, and representation in any necessary court or tax proceedings, including contested proceedings.
Charitable organization services can include preparation of charitable trusts or corporations, applications for charitable status, and compliance with private foundations rules.
In cases where a fixed fee cannot be determined in advance, a reasonable fee will be assessed based on time spent and costs incurred. The fees for time will be based on hourly rates between $180 and $250 (depending on the nature of the services). Costs to be assessed may include copying, postage, travel, and on-line research services.