Questionnaires

The files below are in Adobe Acrobat format.

The forms marked with an (*) can be saved to your hard drive. This will allow you to fill in the forms at your convenience, and come back to them, as necessary, without losing your data. Adobe Reader 8.1 is required to save these forms.

If you do not have the latest version of the Adobe Reader 8.1, you may download the free Adobe Acrobat Reader by clicking the red button below (this link will open up a new browser window) or at Adobe Reader 8.1.

INSTRUCTIONS FOR SUBMITTING QUESTIONNAIRES BY E-MAIL

Click on the e-mail button on the questionnaire;
Your default e-mail program will open;
An e-mail message will be automatically generated with the questionnaire attached. Please type in jcorsetti@vjrussolaw.com in the "To:" field and click "Send".

2007 GIFT TAX RETURN QUESTIONNAIRE (pdf files to be printed out)
- Gift Tax Return Questionnaire
- Frequently Asked Questions
- Memorandum

*Estate and Long Term Care Planning Questionnaire - Single and Over 65 (pdf file)

*Estate and Long Term Care Planning for Married Couples - Over 65 (pdf file)

*Estate Administration Questionnaire (pdf file to be printed out)

*Estate Planning Questionnaire for a Single Person - Under 65 (pdf file)

*Estate Planning Questionnaire for Married Couples - Under 65 (pdf file)

*Guardianship Planning Questionnaire (pdf file)

*Planning Questionnaire for Client with Special Needs (pdf file)

*Adobe Reader 8.1 is required to save the questionnaires.