Forms to Consult & Refer
For more info, or to speak with an attorney please call 561-686-6200 or complete one or more of the forms listed below:
- Does My Client Need a Special Needs Trust?
- Have I Taken All of the Necessary Steps to Protect My Client and My Practice?
- Is a Medicare Set-Aside Arrangement (MSA) Required?
- Special Needs Trust Pre-Consult Questionnaire
- Veterans Aid Questionnaire
- Medicaid Checklist
- Questionnaire Guardianship
- Estate Planning Questionnaire
- Probate & Estate Settlement Checklist