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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.

  • Know Your Rights as an Employee
    Princeton Adult School Zoom Online Video Conference
    Tuesday, October 13, 2020 from 7:00–8:30 pm.

    Elizabeth Zuckerman, Esq. will be conducting a virtual course on October 13, 2020 - Know Your Rights as an Employee. Topics include harassment, hostile work environment and discrimination on the basis of age, race, gender, sexual orientation, disability and other protected statuses. The concept of reasonable accommodation and the interactive process will be explored. There will be discussion regarding the New Jersey whistle-blower law, wage and hour laws, family leave laws, non-compete agreements, new employee protections as a result of COVID-19 and common law claims, such as breach of contract and intentional infliction of emotional distress. In addition, hypothetical employment claims based on real life employment experiences will be discussed. Register at https://www.ssreg.com/princeton/classes/results.asp?code=120.

  • New Jersey Planning Officials Training Session - October 3, 2020

    Edwin W. Schmierer, Esq., a firm Director, will be an instructor for the New Jersey Planning Official’s Planning and Zoning Board members training session in Somerset County on October 3, 2020. Mr. Schmierer chairs the firm’s Government Practice Group and represents a number of land use boards including the Lawrence Township Planning Board and the Zoning Board of Adjustment, Borough of Pennington Joint Planning and Zoning Board of Adjustment and the West Windsor Zoning Board of Adjustment. The New Jersey Planning Officials can be reached at [email protected] for any land use board member interested in attending the training session.

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  • 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."