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Estates & Trusts

COVID-19 EMPLOYMENT AND FINANCIAL UPDATE (3/24/2020) Link here to read important information regarding the Families First Coronavirus Response Act.

 

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 & Elder Law Resources
  • Estate Planning for Same-Gender Couples
  • Digital Asset Planning

Probate and Estate Planning Terms

This glossary of probate and estate planning terms is designed to help navigate the legal language used in estate planning and probate law.


Estate Planning Seminars

The firm’s 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
  • Credit Shelter Trusts
  • Irrevocable Life Insurance Trusts
  • Qualified Personal Residence 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
  • SECURE Act

Estate Administration

In the event of death, The firm’s attorneys can assist you with all aspects of estate administration, including:

  • Probate Will
  • Prepare Fiduciary Income Tax Returns
  • Prepare Decedent’s Final Income Tax Returns
  • Prepare Federal Estate Tax Returns
  • Prepare State Inheritance Tax Returns
  • Prepare State Estate Tax Returns
  • Transfer & Distribute Property
  • Guardianship Proceedings
  • Convey Real Estate
  • Postmortem Tax Planning
  • Prepare Estate & Trust Accountings
  • NJ Ancillary Probate for Non-NJ Resident Decedent

Elder Law Resources

The firm’s estate planning attorneys provide an annotated list of elder law resources to help assist you and your family with elder law issues.

  • Online Course May 19 & 26: Discrimination in the Workplace

    Have you ever experienced discrimination in the workplace? Do you know your rights as an employee? This class will explore topics including: sexual harassment; discrimination on the basis of age, race, disability, or other protection classifications; medical marijuana in the workplace; whistle-blower claims; NJ’s newly enacted Wage Theft Act; the difference between the Federal and State family leave acts; and other laws that protect employees. We will discuss hypothetical employment claims based on real life employment experiences. Update: This course will also cover new employee protections available due to COVID-19.

    The instructor for this course is Mason, Griffin & Pierson attorney, Elizabeth Zuckerman, Esq., who has been practicing employment law in Princeton for 30 years.

    Register at
    https://www.ssreg.com/princeton/classes/results.asp?string=zuckerman

  • COVID-19 Employment & Financial Update (3/24/2020)

    Click Link Here to read important information regarding the Families First Coronavirus Response Act.

  • NELA-NJ Attorney Zuckerman

    In a recent decision (Justin Wild v. Carriage Funeral Holdings, Inc.), the New Jersey Supreme Court determined that an employee who is fired for using medical marijuana outside the workplace may bring a claim for disability discrimination under the New Jersey Law Against Discrimination. Mason, Griffin & Pierson Attorney, Elizabeth Zuckerman, who argued the cause for Amicus Curiae National Employment Lawyers Association of New Jersey, stated the "decision is a win for employees who test positive for marijuana due to their lawful use of medical marijuana outside the workplace."

  • Scollo Joins Firm

    Jeanne-Marie Scollo has become an Associate with Mason, Griffin & Pierson, P.C. She earned her J.D from Touro College Jacob D. Fuchsberg Law Center. She is a member of the firm's Local Government Law and Litigation Practice Groups. Ms. Scollo brings over nine years of previous legal experience to the firm. She served as Deputy County Counsel for Middlesex County from 2014 to 2019 and was previously a solo practitioner in New Brunswick. Ms. Scollo is admitted in New Jersey and New York and is a member of the New Jersey Institute of Local Government Attorneys, Mercer County, Middlesex County, and New Jersey State Bar Associations.