New York Elder Law Questionnaire

State:
Multi-State
Control #:
US-Q1013
Format:
Word; 
Rich Text
Instant download

Description

This form addresses important considerations that may effect the legal rights and obligations of the parties in an elder law matter, such as wills, asset protection, disability planning, and more. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorneys case evaluation and can significantly reduce costs associated with case preparation.



This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new clients needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.


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FAQ

Here are the basic steps to make your New York power of attorney: Decide which type of power of attorney to make. ... Decide who you want to be your agent. ... Decide what authority you want to give your agent. ... Get a power of attorney form. ... Complete the form, sign it, and have it witnessed and notarized.

In New York, it is necessary to meet the requirements of witnessing a will. To be viewed as a valid witness, one needs to be at least 18 years of age. Also, have the intellectual ability to recognize the value of witnessing a will.

New York's basic requirements Be signed and dated by the principal, when the principal has mental capacity. Be acknowledged by the principal before a notary public as required for a conveyance of real property. Be signed and dated by the agent before a notary public.

It's quite rare for a family member to be held liable for an elderly parent who is injured or killed while living alone. In order for a family member to be held liable, he or she must be a caregiver with direct responsibility for the senior's health and wellbeing.

New York's new POA law requires that the principal's signature be notarized in addition to the POA being signed with two witnesses present (note that the notary can be one of your witnesses). New York's old power of attorney law also required POAs to be notarized, but didn't require them to be witnessed.

You are not required to file your power of attorney unless you are using it for a real estate transaction. Real Property Law §421. You can also file a copy with the County Clerk's Office if you would like to be sure you can obtain copies if needed. Remember, your power of attorney cannot help you if it cannot be found.

By far, the most common power of attorney in New York law is a ?durable power of attorney.? This means the power of attorney is effective the day you sign it, but that power continues even if you become incapacitated.

Here are the basic steps to make your New York power of attorney: Decide which type of power of attorney to make. ... Decide who you want to be your agent. ... Decide what authority you want to give your agent. ... Get a power of attorney form. ... Complete the form, sign it, and have it witnessed and notarized.

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New York Elder Law Questionnaire