Estates and Trusts

The firm's Estates & Trusts Practice Group offers a wide array of planning strategies for estates of every size and complexity. The Group's members are experienced in the fields of federal and state tax laws and related areas relevant to estate planning and administration.

Basic Estate Planning Services for Individuals and Families

Basic estate planning services include the following:

• Wills
• Trusts to Protect Children & Other Beneficiaries
• Designation of Executor, Trustee & Guardian
• General Durable Powers of Attorney
• Codicils
• Living Wills
• Medical Powers of Attorney
• Elder Law Counseling
• Review of Nursing Home Rights
• Medicaid Planning
• Estate Planning for Same-Gender Couples

Estate Planning Seminars

Our attorneys present seminars and are available for both in-depth and general programs on a variety of estate planning issues, including the following topics:

• The necessity of having a will, living will and power of attorney
• Utilization of and general operation of trusts
• How to minimize federal and state estate taxes

Sophisticated Estate Planning

Many advanced tax-saving methods and estate planning procedures are available for federal and state taxable estates. The firm's attorneys prepare documents to help preserve your wealth for you and your heirs. Sophisticated estate planning procedures include the following:

• Marital Trusts
• Trusts for Non-U.S. Citizens
• Disclaimer Trusts
• Unified Credit Trusts
• Irrevocable Life Insurance Trusts
• Qualified Personal Residence Trusts
• IRA Unified Credit Trusts
• Charitable Trusts
• Lifetime Gift Planning
• Utilization of Gift Tax Exclusions
• Generation-Skipping Tax Planning
• Family Limited Partnerships
• Ownership of Assets for Estate Planning Purposes
• Special Needs Trusts for Disabled Children

Estate Administration

In the event of death, our attorneys can assist with all aspects of estate administration, including:

• Probating of Will
• Preparation of Fiduciary Income Tax Returns
• Preparation of Decedent's Final Income Tax Returns
• Preparation of Federal Estate Tax Returns
• Preparation of State Inheritance Tax Returns
• Preparation of State Estate Tax Returns
• Transferring & Distributing Property
• Guardianship Proceedings
• Re-titling Assets
• Postmortem Tax Planning
• Preparation of Estate & Trust Accountings
• NJ Ancillary Probate for Non-NJ Resident Decedent