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Questionnaires

Below are some questionnaires which we would ask you to fill out prior to meeting with one of our attorneys.

  • Estate Planning Questionnaire 
  • Estate Administration Questionnaire
  • Guardianships Questionnaire
  • Gift Tax Return Questionnaire
Let Us Help You   Call Us: (800) 680-1717

Legal Services

  • Elder Law
  • Estate Planning
  • Guardianships
  • Medicaid Planning
  • Special Needs Planning
  • Trust & Estate Administration
  • Business Succession Planning
  • Aid and Attendance
  • Care Consulting
  • Planning for Same Sex Couples
  • Fiduciary Services
  • Estate Planning for Snowbirds (Florida)
  • Estate Planning for Second Marriages
  • Pooled Trusts
  • Probate
  • Real Estate
  • Retirement Planning
  • Settlement Planning
  • Social Security Disability
  • Tax

Blog Categories

  • Elder Law
  • Estate Planning
  • FAQs
  • Featured
  • General
  • Guardianship
  • Health Care Professionals
  • Human Interest
  • Medicaid
  • Medicare
  • Probate, Estates & Trusts
  • Real Estate
  • Retirement Planning
  • Social Security
  • Social Security Disability
  • Special Needs
  • Tax
  • Theresa Foundation
  • Uncategorized
  • Veterans Benefits

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Testimonials

"Eric, I am still singing your praises down South for the incredible job that you did selling this real estate and handling the Ancillary Guardianship.  You guys are AMAZING!"
"Deanna, Many special thanks for guiding us through this somewhat daunting process.  The skillful way you simplified the “legal stuff” made it seem so much easier.  Again, thank you."
"Eric, Just wanted to drop you a quick note in regards to the estate of my uncle. I very much appreciated the professional manner in which you handled yourself. Although you represented Alan, I always felt that I was in good hands and you looked out for everyone involved. I..."
"My husband and I would like to take this opportunity to commend Mrs. Kim Christian on her professionalism and guidance. We first met Ms. Christian in 2007. Through the years she has effectively assisted and supported us with our estate planning. She explains the complexities of this process with great..."
"Dear Mr. Russo, Just wanted to send you a note to compliment one of your employee’s, Susan Hellmuth, in the Islandia office for an outstanding job in assisting me.  She didn’t hesitate to take the extra step and helped me during a very difficult time due to a death in..."
Read Testimonials

Locations

  • Garden City
  • Lido Beach
  • Islandia
  • Bay Shore
  • Manhattan

Call us at (800) 680-1717 or Email Us at [email protected]

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