| Form # | Name | Format |
1 Appx A
| Confidential Information Form
| Microsoft Word (6 pages)
|
1 Appx B
| Asset Form
| Microsoft Word (1 page)
|
1 Appx C
| Estate Planning Checklists
| Microsoft Word (10 pages)
|
| 4 Appx A | Pourover Will (Will pours over into revocable trust, with alternate disposition) | Microsoft Word (4 pages)
|
| 4 Appx B | Will (spouse with minor children - no tax issues) | Microsoft Word (4 pages)
|
| 4 Appx C | Will with Provisions for Miscellaneous Gifts | Microsoft Word (3 pages)
|
| 4 Appx D | Will for Married Person with Minor Children and No Anticipated Federal Estate Tax | Microsoft Word (4 pages)
|
| 4 Appx E | Will for Individual with no Spouse or Children and less than $1.5 million in Assets | Microsoft Word (3 pages)
|
| 5 Appx A | Credit Shelter/QTIP Will for Husband and Wife with Adult Children | Microsoft Word (8 pages)
|
| 5 Appx B | Disclaimer Will for Husband and Wife with Adult Children | Microsoft Word (4 pages)
|
| 6 Appx A | # Revocable Trust with Grantor Acting as Sole Trustee | Microsoft Word (10 pages)
|
| 6 Appx B | # Revocable Trust with Grantor Acting as Sole Trustee (Alternate Version) | Microsoft Word (15 pages)
|
| 6 Appx C | HIPAA Authorization to Allow Trustee's Doctor to Give Information to Facilitate Change of Trustee | Microsoft Word (2 pages)
|
| 8 Appx | Uniform Table of Distribution | Microsoft Word (2 pages)
|
| 9 Appx | Irrevocable Unfunded Life Insurance Trust | Microsoft Word (13 pages)
|
| 10 Appx A | Retainer Letter (For Matrimonial Cases only including Statement of Client's Rights and Responsibilities | Microsoft Word (4 pages)
|
| 10 Appx B | # Prenuptial Agreement (Both Parties Financially Independent, including Alternative and Additional Clauses) | Microsoft Word (6 pages)
|
| 10 Appx C | # Divorce Agreement | Microsoft Word (16 pages)
|
| 10 Appx D | # Separation Agreement, including Memorandum of Separation Agreement (Merged) | Microsoft Word (42 pages)
|
| 10 Appx E | Cohabitation Agreement Tailored to Specific Facts | Microsoft Word (3 pages)
|
| 11 Appx A-1 | Power of Attorney Information Sheet
| Microsoft Word (3 pages)
|
| 11 Appx A-2 | Durable General Power of Attorney, New York Statutory Short Form
| Microsoft Word (10 pages)
|
| 11 Appx A-3 | Suggested Modifications to Statutory Short Form Power of Attorney
| Microsoft Word (1 page)
|
| 11 Appx A-4 | Durable General Power of Attorney NY Statutory Gifts Rider Authorization to Make Major Gifts | Microsoft Word (3 pages)
|
| 11 Appx A-5 | Suggested Modifications to Statutory Short Form Power of Attorney: NY Statutory Gifts Rider
| Microsoft Word (3 pages)
|
| 11 Appx B-1 | Health Care Proxy | Microsoft Word (3 pages)
|
| 11 Appx B-2 | Living Will | Microsoft Word (2 pages)
|
| 11 Appx B-3 | Living Will and Health Care Proxy | Microsoft Word (2 pages)
|
| 11 Appx C | # 2017 Medicaid Regional Rages for Calculating Nursing Home Ineligibility following Asset Transfers | Microsoft Word (2 pages)
|
| 13 Appx A | Disclosure Concerning Attorney/Executor (Acknowledgement of Disclosure) | Microsoft Word (1 page)
|
| 13 Appx B | Disclosure Concerning Attorney/Executor-Trustee (Acknowledgement of Disclosure) | Microsoft Word (1 page)
|
| 13 Appx C | Estate Planning Engagement Letter Involving Dual Representation | Microsoft Word (3 page)
|
| 13 Appx D | Estate Administration Engagement Letter Involving dual Representation (Sample) | Microsoft Word (4 pages)
|
