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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
  • 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
  • Trust and Estate Litigation

Blog Categories

  • Elder Law
  • Estate Planning
  • FAQs
  • Featured
  • General
  • Guardianship
  • Health Care Professionals
  • Human Interest
  • Medicaid
  • Medicare
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  • Social Security Disability
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  • Uncategorized
  • Veterans Benefits

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Testimonials

"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."
"I have had the honor of knowing Vince Russo for many years. He is an extraordinary attorney who always looks out for his client’s interests first. Whether it’s estate planning, elder law, or special needs issues you are in great hands with his firm."
"Kim, Thank you for running the seminars at St. Francis for us.  You helped many people in a way they could understand and feel comfortable asking questions.  I know I learned some things from you and know others told me they also learned things, have a better understanding of what..."
"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..."
"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..."
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Call us at (800) 680-1717 or Email Us at [email protected]

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