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Information needed from new clients New clients can access client intake information at the link below in Adobe .pdf format (5 pages, 19 kbs.). Please send us the completed information sheet at least 1 business day before your appointment. Many of the requested items may not apply to you; if so, ignore them. CLICK HERE FOR THE NEW CLIENT CONFIDENTIAL ESTATE PLANNING SHEETS (worksheet for married couple with children - use one column for single people also) If you deliver the completed sheets to me (by e-mail, fax, mail, or drop off) BEFORE your first meeting, I would have something more helpful to tell you about your specific situation when we meet, and possibly have something ready for you to sign. Information for existing clients You can access instructions for preparing a Memorandum of Disposition at the link below in Adobe .pdf format (2 pages, 15 kbs.). Use this to keep with your copy of your Will to dispose of specific items that weren't named in your Will. CLICK HERE FOR THE INSTRUCTIONS AND FORM FOR A MEMORANDUM OF DISPOSITION Fill out the Document Locator and keep it with your copy of your Will so that your loved ones will have important information about you when they have to handle banking transactions, real estate, tax matters, and other things when you are not there. CLICK HERE FOR THE DOCUMENT LOCATOR Washtenaw Community College Course on Wills, Trusts, & Estate Planning Gregory L. Dodd has taught WILLS, TRUSTS, AND ESTATE PLANNING at Washtenaw Community College since 1992. This popular course for adults is usually offered three times per year. The course lasts three weeks, one night per week, 6:30 P.M. until 8:30 P.M. Some course materials will be posted here at this web site. The next class will be held in June 4, 11, and 18, 2008. Links that will be used are below: First evening (June 4, 2008): Michigan State Court Administrative Office Court Forms An Estate that's been open since 1977? Second evening (June 11, 2008): Guide to Estate and Gift Taxes IRS Estate and Gift Tax Questions Overview of Estate and Gift Taxes Michigan Department of Treasury estate tax forms Questions and Answers on Gift Taxes Third evening (June 18, 2008): Health Care Declaration in Word 2000 format PREVIOUS CLASSES: The Spring, 2005 class concluded on Wednesday, June 22, 2005. Thanks to REFEREE ROBERT CARBECK, Washtenaw County Register of Probate, for speaking to the April 28, 2005 class. The Fall semester, 2005 class ended November 16, 2005 with 19 people. The Winter Semester, 2006 class ended February 23, 2006 with 22 people. The Spring Semester, 2006 class was held June 7, 14 and 21, 2006. with 11 people. The Fall Semester, 2006 class ended October 21, 2006 with 18 people. The class was held in room BE 158. The Winter Semester, 2007 class was held on February 6, 13 (snow day), 20, and 27 (make-up day) 2007. The Spring, 2007 class class was held June 6, 13, and 20, 2007 with 13 people. The class met in room BE 170. The Fall, 2007 class was held October 9, 16 and 23, 2007 with 6 people. The Winter, 2008 class was held February 5, 12 and 19, with 14 students in room BE 150. |
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