Client Intake Forms « Firm News

Client Intake Forms
and Information on Pooled Account Trusts,
Joinder Agreements, etc.
 

Client Intake and Info Forms

• Estate Planning Matters
• Non-Estate Planning Matters
• OBRA 1993 – Client
• OBRA 1993 – Lawyers
• Letter of Intent Information – Regarding Child
• Notice of Fees – Estate Planning Matters
• Notice of Fees – Non Estate Planning Matters
• Policy on Review of Other Firms Work
• Possible Use of Charitable Remainder Trust
• Retainer Agreement – Estate Planning
• Retainer Agreement – Hourly Rate
• Retainer Agreement – Exception A Trust
• Retainer Agreement – Exception C Trust

Pooled Account Trusts

• Notice of Fees (pooled account holders)
• Pooled Account Trust Benefits Checklist
• List of Permissible Distributions (Special Needs Trust – Pooled Account Trust)
• Disclosure and Consent to Investment Advisory Mix
• Form ADV – Diversified Portfolios (info on investment advisor)
• Info to be provided to incoming pooled trust beneficiaries:
• Standardized Performance Data and Disclosures (as of 3/21/09)
• Best/Worst Returns
  Comparisons of the S&P 500 Index, Five Year US Treasury Notes, CRSP Deciles 9-10 Index and 60/40 Mix
• Performance
  Info on the performance of the S&P 500 Index, Five Year US Treasury Notes, CRSP Deciles 9-10 Index and 60/40 Mix
• Portfolio Holdings (as of 3/31/2009)
  Friends of CLS Trust info and values
• Performance Comparisons
  Compares Friends of CLS Pooled Trust to 7 common benchmarks
• Springhill Pooled Trust Performance Reports (1/1926 – 12/2009)
  Includes Best/Worst Return, Distribution of Returns, Disclosures and Performance Comparisons.

Special Needs Trusts

• Benefits Checklist – For administering a special needs trust – used to determine if the beneficiary is getting all the public benefits they can.
• Duties and Responsibilities of the Trustee of a Special Needs Trust

Joinder Agreements

• Friends Joinder
• Springhill Housing Joinder Agreement
• Springhill Housing Joinder Agreement (with 10% provision)
• Springhill Housing Joinder Agreement (with JARC provision)
• Springhill Housing Joinder Agreement (with 10% and JARC provision)

Medicaid Related

• Medicaid Checklist of Documents (material needed for claims, etc.)

Miscellaneous Forms

• Expense Report (sample)
• Freedom of Information Act request letter
• Health Care Values History Form (updated)
• Personal Care Contract
• Personal Service Contract

Social Security Related

• Appointment of Representative (SSA form) – Those that want to help a family member apply for benefits should have the family member sign this.
• Documents Required When Filing for SSI and/or SSDI