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Preparing for an Appointment with a Lawyer

by David Cutner, Elder Law Expert
June 24, 2016

Question: I have decided to help my parents with legal planning for the future. I am meeting their lawyer soon. What information should my parents and me get for the appointment?

Answer: In advance of your appointment, your parents’ lawyer should give you a checklist of the documents he or she would like to see.  In my firm, we like to conduct a very thorough review. We ask to see copies of any Wills or Trusts, Powers of Attorney, Health Care Proxies, deeds to real estate, share certificates for co-op apartments, most recent statements for all bank and investment accounts, life insurance and long-term care insurances policies, and retirement accounts. We want to understand the financial situation, and exactly how assets are titled.

For many clients, “legal planning for the future” means estate planning. In our firm, estate planning includes planning for health care and long-term care while you are alive. Otherwise, you could wind up with a great Will or Trust, but no assets in the estate. Health care, especially long-term care, is incredibly expensive, and the likelihood of needing care at some point is also very high.

David Cutner is one of the founders of Lamson & Cutner, P.C., a preeminent Elder Law firm in New York City and Westchester County. Mr. Cutner is known as an experienced and compassionate advocate for the elderly and disabled. Personal attention to the financial and health care needs of each client, and accurate, individualized advice, are hallmarks of the firm. Mr. Cutner helps clients achieve their goals in a cost-effective way.

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