2022 Fee Schedule

Up to 30 minutes of Legal Time are provided at no charge to new and existing clients in order to introduce our firm and determine the scope of the representation.

Legal Time includes all time spent by an attorney on a client's behalf.

Paralegal time includes all time spent on a client's behalf that is normally handled by a legal assistant.

This package includes a Simple Will.

This package is suitable for a couple whose total assets, including retirement plan balances and home equity value, is less than $1,000,000.  The package includes two mirror image Simple Wills; two similar Durable Powers of Attorney; two Massachusetts Health Care Proxies; two HIPAA releases and an Appointment of Guardians and Conservators.

This package includes a Pour-Over Will; a Revocable Living Trust; a Durable Power of Attorney; a Massachusetts Health Care Proxy; a HIPAA release and an Appointment of Guardian and Conservator.

This package includes two Pour-Over Wills; two mirror image Revocable Living Trusts or one joint Revocable Living Trust each with marital trust ("QTIP") and family trust provisions for federal and Massachusetts estate tax planning; two similar Durable Powers of Attorney; two Massachusetts Health Care Proxies; two HIPAA releases; and an Appointments of Guardians and Conservators.

For those clients who wish to incorporate life insurance as part of their estate plan.

Irrevocable Trusts created as part of personalized estate planning for married entrepreneurs, corporate executives and other high net worth individuals wishing to make full use of the current, but temporary, high exemption levels from the federal estate tax.

Irrevocable Trusts created as part of personalized estate planning for unmarried entrepreneurs, corporate executives and other high net worth individuals wishing to make full use of the current, but temporary, high exemption levels from the federal estate tax.

These provisions are needed when one or both spouses are not U.S. citizens.

For clients who are citizens or residents of, or have property in, Australia, Austria, Canada, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Japan, Netherlands, Norway, South Africa, Switzerland, and the United Kingdom.

For those clients wishing to create a multi-generational endowment fund for present and future members of their family.  Also suitable as an unfunded, standby trust for U.S. beneficiaries of off-shore trusts established by non-resident foreign citizens or as part of pre-immigration planning by a non-resident alien.

Typically used as an I.R.A. beneficiary designation to provide trust protection to a surviving spouse, minor child, disabled or chronically ill person or an individual not more than 10 years younger than the original I.R.A. account holder.

CRT's are useful for clients with substantial balances in their I.R.A. accounts who wish to establish a lifetime income stream for the beneficiary and a charitable giving fund for the next generation.  CRT's are also useful for clients who wish to sell highly appreciated assets without incurring a capital gains tax.

IDGT's are useful for clients who wish to give away more each year than the annual gift tax exemption covers.  IDGT's are also useful for clients who own property that is expected to appreciate in value by a substantial amoulnt.

For those clients wishing to comply with Sharia.

For those clients wishing to comply with Halacha.

For those clients wishing to comply with Canon Law.

For each college age or young adult child or elderly parent of a client who has purchased one of the Flat Fee Packages listed above, this Upgrade includes a Durable Power of Attorney, a Massachusetts Health Care Proxy, a HIPAA Release and an Appointment of Guardians and Conservators.

Time spent communicating with or responding to questions or requests from corporate counsel, family lawyers, out of state lawyers, foreign law firms, etc. will be charged at the Hourly Rate for Legal Time listed above.

Assistance with matters such as beneficiary designations, trust funding and retitling of assets will be charged at the Hourly Rate for Paralegal Time listed above to the extent that the time spent exceeds the time included within each package.

All third party expenditures are in addition to flat fee packages or other  legal matters.  These include, among other payments, FedEx, USPS or UPS delivery fees, conference room rental costs and any charges for witnesses to document signing.