This simple intake questionnaire will help us prepare for our first meeting. Although each education matter is unique, there is certain information which must be obtained at the initial consultation. Therefore, please answer the following questions as carefully as possible.
A Supplemental Needs Trust (sometimes called a Special Needs Trust) is a specialized legal document designed to benefit an individual who has a disability. Established to Preserve Governmental Benefits And Protect Assets. Please check below.
A will is one of the most important estate planning documents you can have as it protects your assets and those of your loved ones. You should review an update your Will to reflect changes in your life such as marriages, the birth of a child, death, changes of financial status or revisions of estate laws in New Jersey.
ex.: a friend's recommendation, our website, etc.
ex.: resource room, self-contained class, mainstreamed, out-of-district placement, etc.
Thank you for completing the Special/General Education Questionnaire. If you don't receive confirmation in your email, please check your junk mail.
Please remember to bring copies of the following to your consultation:
◘ 504 Plan
◘ All communications regarding underlying HIB matter
◘ Disciplinary notices
◘ Current IEP
◘ Past IEP
◘ Testing completed by the District (including but not limited to): Psychological, educational, social, speech, occupational therapy testing
◘ Progress Reports
◘ Reports by private professionals (including but not limited to): medical doctors, psychiatrists, psychologists, developmental pediatricians, speech therapists, occupational therapists, physical therapists, neurologists
◘ Notices from the District regarding any matter related to your child
◘ Notices from public agencies – including the Department of Education or Truancy departments concerning any matters related to your child
◘ Letters/Documents sent by you to the District
Please note that we will not keep any documentation you provide unless you decide to retain us, in which case, we will request copies of said documentation.
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