Estates & Trusts

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Estate Planning and Administration in NJ, PA & NY

Comprehensive Estate & Trust Legal Services

The Estates & Trusts Practice Group at Mason, Griffin & Pierson, P.C. offers a wide array of planning strategies for estates of every size and complexity. Our attorneys are experienced in federal and state tax law and related areas relevant to estate planning and administration.

Attorneys Handling Estates & Trusts

Basic Estate Planning Services for Individuals, Couples and Families

Basic estate planning services include the following:

  • The preparation of:
    • Last Wills and Testaments
    • Trusts to Protect Children & Other Beneficiaries
    • Designation of Executor, Trustee & Guardian
    • General Durable Powers of Attorney
    • Medical Powers of Attorney (“Living Wills”)
  • Elder Law Matters

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 techniques 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
  • Estate Litigation
  • Trust Litigation

Do I Really Need a Will?

For nearly every adult in New Jersey — from young professionals to retirees — the answer is yes. Our attorneys assist clients in developing comprehensive estate plans that express their wishes, incorporate estate and gift tax strategies, and include essential documents such as:

  • Last Will and Testament

  • Power of Attorney

  • Advance Directive for Health Care

To learn more about estate planning, click here.

What Legal Documents Does Your College Student Need?

As families prepare to send children to college, it’s essential to consider important legal documents such as Powers of Attorney and Advance Health Care Directives. Mason, Griffin & Pierson offers a counseling program for college students and their parents so these protections are in place.

To find out more about preparing to send your child to college, click here.

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

Estate Administration

  • Probate Will
  • Assist fiduciaries with:
    • Transfer & Distribute Property
    • Guardianship Proceedings
    • Convey Real Estate
    • Postmortem Tax Planning
    • Prepare Estate & Trust Accountings
    • NJ Ancillary Probate for Non-NJ Resident Decedent

Estate & Trust Litigation

Firm attorneys can assist with estate and trust litigation, including:

  • Probate litigation, such as to admit Will to probate or to contest a Will
  • Litigation seeking an accounting of an estate or actions by or against fiduciaries
  • Litigation to modify or terminate a trust
  • Litigation seeking direction from probate court to resolve issues of estate or trust administration

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

Ready to Protect Your Future?

Let our experienced attorneys provide you with the legal guidance you need. Contact us today for a personalized consultation.

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