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Client Memoranda

Davidson, Dawson & Clark LLP maintains a number of standard Memoranda for its clients on various topics of frequent interest. These Memoranda are for use by our clients only, after individual consultation with their DD&C Attorney. See the disclaimer for more information.

DD&C Client Letters

2023 DD&C Client Letter

2022 DD&C Client Letter

2019 DD&C Client Letter

2018 DD&C Client Letter

2017 DD&C Client Letter

DDC Memo — SECURE Act

Survey of Current Techniques for Estate and Gift Tax Reduction

DD&C Client Questionnaires

Estate Planning Questionnaire – Short Form (Couple)

Estate Planning Questionnaire – Short Form (Single)

Estate Planning Questionnaire – Long Form (Couple)

Estate Planning Questionnaire – Long Form (Single)

Issues to Consider Prior to an Estate Planning Meeting

New York Law

Instructions for Signing a DD&C NY Will

Instructions for Signing a DD&C NY Deed

Funding a NY Living Trust

Basic NY Trust Administration

NY Uniform Transfers to Minors Act

Connecticut Law

Instructions for Signing a DD&C CT Will

Instructions for Signing a DD&C CT Deed

Funding a Connecticut Living Trust

Basic Connecticut Trust Administration

Connecticut Uniform Transfers to Minors Act

Policy Regarding Social Security Number Confidentiality

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Close Menu
  • Home
  • Firm
  • Practice
  • Attorneys
    • Partners
      • Matthew A. Bovino
      • Beth Ann Brunalli
      • Louise M. Fitzsimons
      • Carol B. Geist
      • Eric W. Hager
      • James F. Kelly
      • Jayne M. Kurzman
      • Andrew L. Tansey
    • Counsel
      • David S. Lee
      • Barbara L. MacGrady
      • Kelly M. Michael
    • Senior Counsel
      • William T. Buice, III
      • Alan P. Donaldson
      • Carol R. Glauberman
      • Gloria S. Neuwirth
      • Alan D. Seget
      • Steven J. Wohl
    • Associates
      • Danielle Carter
  • Memoranda
  • News
  • Contact