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 Planning Questionnaire
• Medicaid Application Checklist
• Guardianship Questionnaire
• Estate Planning Questionnaire
• Probate & Estate Settlement Questionnaire and Checklist
• Client & Family Contacts