|
| |
The following is a schedule of fees for activities commonly undertaken by
this firm. They are not binding on either party unless specifically agreed
to by both the firm and the client. This is established for the purpose of
providing an estimate of expectations. This list is by no means exclusive,
and it is subject to change from time to time.
The following presumes that complete and accurate data is provided by the client
in a timely manner.
Rates are subject to change without notice, other than
a posting on this web-site.
- Standard Estate Planning, including initial interview, review of
the client-completed Estate planning Questionnaire in the form submitted by
the firm, evaluation of the desires and needs of the client, proposal of a
complete plan, and drafting of a standard Last Will, Living Trust, Durable
Power of Attorney, and Living Will & Durable Medical Power of Attorney. Does
not include probate or tax returns.
Fee: $2,250 Advance:
$ 820
- Additional Estate Planning, for such things as a Special Needs
Trust (settled with beneficiary’s own assets), a Supplemental Needs Trust
(settled by other than the beneficiary), an Incentive Trust for a Chemical -
Dependent Person, or Living Trust in lieu of Guardianship. Does
not include probate or tax returns.
Fee: $2,750 Advance:
$1,100
- Simple Gift Planning, for such as 2503(c) Qualified Minor’s
Trust, Qualified Non-Resident Spousal Trust, Irrevocable Life Insurance
Trust. Does not include probate or tax returns.
Fee: $1,100 Advance:
$550
- Business Formation, including initial interview, review of the
proposed plan of business and consideration of appropriate form of
organization, reservation of name, preparation of necessary basic Articles
for formation, Bylaws or Operating Agreement, Buy-Sell Agreement, and
initial Minutes necessary to effect organization.
Fee: $2,250 Advance:
$ 850
- Business Acquisition, including initial interview, review of the
proposed plan of acquisition and of continuing operations, consideration of
appropriate form and structure of acquisition and drafting of appropriate
forms. Does not include necessary Business Formation of acquiring vehicle
(if necessary). Does not include, and assumes that client has performed,
necessary due diligence examination of target.
Fee: $3,000 Advance:
$1,750
- Probate including review of list of assets provided by the
client, preparing and filing petition and obtaining Letters of Appointment,
preparing and publishing and filing Notice to Creditors, preparing and
filing the final order of distribution. Does not include fiduciary
income tax returns or federal or state estate tax returns.
a. Estate of less than $500,000 in assets
Fee: $1,500 Advance:
$ 500
b. Estate of less than $1,000,000 in assets Fee:
$3,300 Advance: $1,100
c. Estate of $1,000,000 + in assets
Fee: ???
Advance: $3,000
- Estate Tax Returns including federal estate tax return and
Colorado estate tax return. Does not include fiduciary income tax
returns. Does not include multiple communications with the government
agency or supplemental returns. Does not include bookkeeping task of
collating and sorting data.
Fee: $2,200 Advance: $ 850
- Fiduciary Income Tax Returns including federal and Colorado (per
year) based on data provided by client, including Forms 1041 and Schedules
A, B, G, I, and D. Does not include bookkeeping task of collating and
sorting data.
Fee: $1,100 Advance:
$ 500
- Individual Income Tax Returns including federal and Colorado (per
year) based on data provided by client, including Forms 1040 and Schedules
A, B, and D. Does not include bookkeeping task of collating and
sorting data.
Fee: $ 550 Advance: $
550
Base Hourly Rates
Principal Robert Wiegand II $275.00
Associated Attorney (+ 20 years experience and advanced degree) $275.00
Associated Attorney (+ 5 years experience or advanced degree) $245.00
Associated Attorney (<5 years experience) $180.00
Law Clerk or Paralegal (+ 5 years experience or advanced degree) $135.00
Law Clerk or Paralegal (<5 years experience) $110.00
Accountant (+ 5 years experience or advanced degree) $ 85.30
Bookkeeper (<5 years experience) $55.00
Wiegand Attorneys Inquiries Page
|
