For your convenience, below is a downloadable Estate Planning Questionnaire. Prior to meeting with your estate planning attorney, please print and complete the questionnaire to the best of your ability. This will centralize pertinent family facts and information, making it readily available in case of emergency. All information will be held in strict confidence.
To print, please click the text in the green box. Go to file and print to print the page as a pdf. Depending on internet connection speeds, the page may take a few seconds to load.
Give Yourself a Gift and Use Your Annual Exclusion by Mary Jo Lockshin I'm No Bill Gates: Why Would I Want A Trust? by Loma Swett
Estate Planning in the Dark by Michael Stark
I'm No Rockefeller...Why Would I Need a Trust?
A Special Needs Planning Primer
Estate Planning - It's Not Just for Your Parents by Mary Jo Lockshin
Contingent Trusts Offer Peace of Mind to Parents by Mary Jo Lockshin
Ohio Estate Tax Repealed by Phil Kaufmann
Why Do I Need a Will?
Plan Your Estate Early to Avoid the Pitfalls of Deathbed Planning by Mary Jo Lockshin
Succession Planning for Vacation Homes by Michael George
Estate Planning Opportunities in 2011 and 2012 by Philip S. Kaufmann
"Other Next of Kin" and "Interested Parties" in Wrongful Death Settlements (PDF) Originally published in the Probate Law Journal of Ohio July/August 2010 by Stephanie R. Kormanec and Suzanne M. Gradisher Are Amendments Needed for Self-Settled Special Needs and Pooled Trusts? by Stephanie R. Kormanec Give Yourself a Gift and Use Your Annual Exclusion by Mary Jo Lockshin Guardianships: A Parent's Peace of Mind