Forms & Guides
Forms & Guides
Serving Clients in New York City and the New York Metropolitan Area
Forms & Guides
Download our helpful guides for information on elder law, estate planning, and business planning.
- Administering a Special Needs Trust
- Digital Diary
- Do I Need a Revocable Living Trust
- Elder Law Questionnaire
- Estate Administration Checklist
- Estate Planning Checklist
- Estate Planning Questionnaire
- Importance of Having a Will
- Income Only Trusts
- Medicaid Eligibility & Asset Transfers
- The Road to Retirement Checklist
- Top 10 Legal Checklist
- Transferring Property
- Transferring Property – Chinese
- Trustees Responsibilities – Chinese
Additional Resource Sites
- Brooklyn Surrogate’s Court for Probate Proceedings
- Brooklyn Bar Lawyer Referral Service
- How Therapy Can Help in the Golden Years
- IRS General
- IRS Tax Forms and Publications
- Making the Move to Assisted Living
- Manhattan Surrogate’s Court for Probate Proceedings
- Medicaid in New York State
- Medicaid Levels 2024
- Mental and Behavioral Health and Older American
- New York State Attorney Director
- New York State Bar Association
- Real Property Ownership in New York City
- Veterans Benefits for Seniors