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ESTATE PLANNING CLIENTS

    Martin J. Hagan offers a no-fee initial consultation to prospective clients, where your estate planning goals and concerns can be discussed in a private one-on-one session. To schedule a consultation, please call our office (412-433-9996) or send an e-mail to mhagan@haganlaw.net.  To make the consultation productive, we request that you complete and bring with you a confidential Questionnaire, which you can obtain by calling our office at the above number or by downloading it from our Questionnaire page.

    At the end of the consultation, which usually lasts one hour, Mr. Hagan will normally be prepared to recommend an estate plan that will effectively carry out both your tax and non-tax objectives. At that time he will also quote you the legal fee he would charge for implementing the plan. If you wish to engage Mr. Hagan, you will be asked to sign an engagement letter that will set forth the scope of his services and the fee that you agree to pay. No fee will be charged for the consultation if you decide not to proceed.

TRUST AND ESTATE ADMINISTRATION

    We consider estate and trust administration work to be a team effort between the executor/trustee and attorney to complete the work in a timely and cost-effective manner. We encourage a flexible division of tasks that will allow the executors and trustees to perform as much of the administrative work as they have the time and talent to do. 

    As to fees and commissions, at the outset we will review with the executor/trustee the methods for computing both their own commission and a reasonable attorney's fee, and come to an agreement on legal fees that is appropriate for the particular estate or trust. In every case the fee arrangement will be approved in advance by the executor/ trustee, and then incorporated into an engagement letter that is signed by both the executor/trustee and the law firm.

    If you are (or know you soon will be) an executor or trustee and want to discuss engaging Mr. Hagan and his firm to serve as your counsel, please call the office or send an e-mail to schedule an appointment.

DISCLAIMER

Martin J. Hagan is licensed to practice law in the Commonwealth of Pennsylvania. This website is intended solely for informational use and is not intended to solicit clients. Likewise, any information contained in or obtained from this web site is for informational purposes only and is not intended to be used as legal advice.

IRS CIRCULAR 230 DISCLAIMER:   Pursuant to Treasury guidelines, any tax advice contained in this website (or any link from it) does not constitute a formal opinion. Accordingly, any tax advice contained in this website (or any link from it) is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be asserted by the Internal Revenue Service. You should seek advice based on your particular circumstances from an independent tax advisor.

Send mail to mhagan@haganlaw.net  with questions or comments about this web site.

Copyright © 2010  Martin J. Hagan, One Gateway Center - 8 South; Pittsburgh, PA 15222-1435

Last Updated: 04/23/10