Special Needs Planning Questionnaire
SPECIAL NEEDS PLANNING
PERSONAL INFORMATION QUESTIONNAIRE
The purpose of this Personal Information Questionnaire is to help prepare for our upcoming consultation. This preparation provides us with important personal information about you, your family and your trusted advisors. The last page of this questionnaire asks for an estimated value of the estate assets. Your complete answers will help enable us to most effectively advise you on your situation.
It is very important that you complete and return this Personal Information Questionnaire to our office prior to our consultation meeting.
Click here to print the form.
After completing the printed form, please fax to (248) 538-1801
or mail to:
Mall Malisow & Cooney, P.C.
30445 Northwestern Highway
Suite 250
Farmington Hills, MI 48334
Special Needs Trust Planning
Government Benefits
Special Needs Medicaid Payback Trusts
Special Needs Gift & Inheritance Trusts
Special Needs Planning Articles
Special Needs Planning Questionnaire
Mall Malisow & Cooney, P.C.
30445 Northwestern Highway, Suite 250
Farmington Hills, MI 48334
Farmington Hill Law Office
Phone: (248) 538-1800
Fax: (248) 538-1801
At our firm’s offices near Detroit, Will and Trust lawyers help individuals from communities throughout Wayne County, Oakland County, Macomb County, Livingston County, and Washtenaw County, including Farmington Hills, Detroit, Sterling Heights, Dearborn, Southfield, Troy, Warren, and Ann Arbor, ensure that their intentions regarding their property are carried out.
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