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QUESTIONNAIRE 


 
 
         

FAQ'S

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

  How Can You Help Me?

During your first consultation, we will provide you with highly trained staff, skilled in all areas of Elder Law, who will advise you. After extensive evaluation of your situation, our attorneys will offer suggestions and solutions and propose steps you should take to achieve your goal
 
 

  Do You Make Home Visits?

Yes, we make home visits, when necessary, subject to travel and other related charges

 

  Fees:

Do you charge for the initial meeting with an attorney?

Yes, there is a charge for the initial meeting which pays for the attorney's time, which includes review of your situation for legal advice. 


Does the meeting fee include the preparation of documents? 

There is a separate fee to implement an Asset Protection Plan which includes the preparation of documents.


Do you charge for your services by the hour? 

For most of our services, the fee is based upon an amount set forth in a retainer agreement. In some situations, there can be an agreement for an hourly charge.


What is your fee to meet regarding an Elder Law Matter? 

Our fee for the initial consultation is $350 which includes a scheduled appointment, review of any and all existing documents, as well as a discussion of plan of action
 
 

  What Other Services do you Provide?
  •     Elder law and estate planning
  •     Estate and Trust administration
  •     Medicaid
  •     Tax planning
  •     Guardianship
  •     Real Estate

    •   What Do I Bring?

    You should bring the completed questionnaire to the initial consultation along with copies of the following documents, if they exist:

    1.    Last two years' tax returns;
    2.    Last Will and Testament;
    3.    Trusts;
    4.    Durable Powers of Attorney and Health Care Proxies;
    5.    Deed of residence, most recent real estate tax bill;
    6.    Medical and life insurance policies

    and any other information you feel may be relevant to your situation.

    You can print the questionnaire here. 

    Please complete the following questionnaire to the best of your ability.  The information is most helpful to us so that we can properly plan for you and it will be held in the strictest of confidence.  We will use this information at our meeting.  The client is the person who is implementing planning.

     

     

     

     

     

     

     

     

     

     

     

    Send mail to maberasturi@ny-elderlaw.com with questions or comments about this web site.
    Last modified: 12/21/06
    Mark G. Aberasturi, a New York elder law lawyer and estate planning attorney, focuses his law practice on Elder Law and Probate, Estates, Wills and Medicaid Trusts, Living Trusts, Supplemental Needs Trusts, Living Wills and Estate Tax.  Mr. Aberasturi provides legal advice on matters involving Medicaid, Medicare and nursing homes.  Mr. Aberasturi is a member of the National Academy of Elder Law Attorneys, The New York State Bar Association Elder Law Section, and is former chairman of the Orange County, New York Bar Association Elder Law Committee.  His practice is located in Goshen, Orange County New York.
     
    Servicing the Hudson Valley area, including Monroe New York 10950, Montgomery New York 12549, Middletown New York 10940 and 10941, Newburgh New York 12550, Wallkill New York 12589, Washingtonville New York 10992, Chester New York 10916, Port Jervis New York 12771, New Windsor New York 12553, Cornwall New York 12518, Central Valley New York 10917, Highland Mills New York 10930, Florida New York 10921, Walden New York 12586, Warwick New York 10990, and Maybrook New York 12583, Tuxedo Park New York 10987, Blooming Grove New York 10914, Circleville New York 10919, Fort Montgomery New York 10922, Harriman New York 10926, Pine Bush New York 12566, New  Hampton New York 10958, Slate Hill New York 10973, Wallkill, New York 12589, as well as Ulster County, Sullivan County and Rockland County.
     
     
    This web site is designed for general information only. The information presented on this site should not be construed to be formal legal advice or the formation of a lawyer/client relationship.  Prior results do not guarantee a similar outcome.
     

    Subpages (1): How Can You Help Me?

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