| Form # |
Name |
Format |
1 Appx A
|
Confidential
Information Form
|
Microsoft Word
|
1 Appx B
|
Asset
Form
|
Microsoft Word
|
1 Appx C
|
Estate
Planning Checklists
|
Microsoft Word
|
| 4 Appx A |
Pourover Will (Will pours over into
revocable trust, with alternate disposition) (Sample) |
Microsoft Word
|
| 4 Appx B |
Will (spouse with minor children - no tax
issues)(Sample) |
Microsoft Word
|
| 4 Appx C |
Will with Provisions for Miscellaneous
Gifts(Sample) |
Microsoft Word
|
| 4 Appx D |
Will for Married Person with Minor
Children and No Anticipated Federal Estate Tax (Sample) |
Microsoft Word
|
| 4 Appx E |
Will for Individual with no Spouse or
Children and less than $1.5 million in Assets (Sample) |
Microsoft Word
|
| 4 Appx F |
Estate Planning Questionnaire for Single
Individuals |
Microsoft Word
|
| 4 Appx G |
Estate Planning Questionnaire for Married
Couples |
Microsoft Word
|
| 5 Appx A |
Credit Shelter/QTIP Will for Husband and
Wife with Adult Children (Sample) |
Microsoft Word
|
| 5 Appx B |
Disclaimer Will for Husband and Wife
with Adult Children (Sample) |
Microsoft Word
|
| 6 Appx A |
Revocable Trust with Grantor Acting as
Sole Trustee (Sample) |
Microsoft Word
|
| 6 Appx B |
Revocable Trust with Grantor Acting as
Sole Trustee (Alternate Version) (Sample) |
Microsoft Word
|
| 6 Appx C |
HIPAA Authorization to Allow Trustee's
Doctor to Give Information to Facilitate Change of Trustee
(Authorization for the Release of Health Information) (Sample) |
Microsoft Word
|
| # 8 Appx |
Uniform Table of Distribution |
Microsoft Word
|
| 9 Appx |
Irrevocable Unfunded Life Insurance Trust
(Sample) |
Microsoft Word
|
| 10 Appx A |
Retainer Letter (For Matrimonial Cases
only including Statement of Client's Rights and
Responsibilities (Sample) |
Microsoft Word
|
| 10 Appx B |
Prenuptial Agreement (Both Parties
Financially Independent, including Alternative and Additional Clauses)
(Sample) |
Microsoft Word
|
| 10 Appx C |
Divorce Agreement (Sample) |
Microsoft Word
|
| 10 Appx D |
Separation Agreement, including Memorandum
of Separation Agreement (Merged) |
Microsoft Word
|
| 10 Appx E |
Cohabitation Agreement Tailored to
Specific Facts (Sample) |
Microsoft Word
|
| 11 Appx A-1 |
Power of Attorney Information Sheet
|
Microsoft Word
|
| 11 Appx A-2 |
Durable General Power of
Attorney, New York Statutory Short Form
|
Microsoft Word
|
| 11 Appx A-3 |
Suggested Modifications to
Statutory Short Form Power of Attorney
|
Microsoft Word
|
| 11 Appx A-4 |
Durable General Power of Attorney New York
Statutory Gifts Rider Authorization to Make Major Gifts or Other
Transfers |
Microsoft Word
|
| 11 Appx A-5 |
Suggested Modifications to
Statutory Short Form Power of Attorney: New York Statutory Gifts
Rider
|
Microsoft Word
|
| 11 Appx B-1 |
Health Care Proxy |
Microsoft Word
|
| 11 Appx B-2 |
Living Will |
Microsoft Word
|
| 11 Appx B-3 |
Living Will and Health Care Proxy |
Microsoft Word
|
| # 11 Appx C |
2011 Medicaid Regional Rages for
Calculating Nursing Home Ineligibility following Asset Transfers |
Microsoft Word
|
| # 13 Appx A |
Disclosure Concerning Attorney/Executor
(Acknowledgement of Disclosure) |
Microsoft Word
|
| # 13 Appx B |
Disclosure Concerning
Attorney/Executor-Trustee (Acknowledgement of Disclosure) |
Microsoft Word
|
| # 13 Appx C |
Estate Planning Engagement Letter
Involving Dual Representation. |
Microsoft Word
|
| # 13 Appx D |
Estate Administration Engagement Letter
Involving dual Representation (Sample) |
Microsoft Word
|
