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

2019 DD&C New York Client Letter

2018 DD&C New York Client Letter

2017 DD&C New York Client Letter

2016 DD&C New York Client Letter

2015 DD&C New York Client Letter

2014 DD&C New York Client Letter

2014 DD&C Client Estate Planning Letter

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