Search Site
Menu
Estates & 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 & 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
  • Stretch IRAs

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.

  • Cecil Presenter at Local Government Attorneys Seminar

    Trishka Waterbury Cecil, Deputy General Counsel for the League of Municipalities and Past President of the New Jersey Institute of Local Government Attorneys, will be giving a presentation about social media at the Institute's mid-year seminar "Legal Updates for New Jersey Attorneys," presented in conjunction with the League. The seminar will be held on June 8 at the Conference Center at Mercer County Community College on Old Trenton Road in West Windsor. For more information go to https://www.eventbrite.com/e/njilganjlm-mid-year-seminar-2019-tickets-61494725379.

  • Girls on the Run

    The firm is a sponsor for the June 2nd and 9th Girls on the Run 5K races in Fair Haven and downtown Somerville, respectively. Girls on the Run is a program for girls in grades 3 through 8 where teams of girls work with coaches and volunteers who assist in teaching life skills through engaging lessons and running. Associate Attorney, Nicole Sciotto is a member of the Advisory Board of Girls on the Run, Central New Jersey chapter. For more information go to https://www.gotrcnj.org/.

  • Strawberry Festival Fundraiser

    Mason, Griffin & Pierson is proud to support the annual fundraiser for Montgomery Boy Scout Troop 46. The festivities include school bands, the Blawenberg Band and strawberry shortcake. The event will be held on June 2 at the lower campus of Montgomery Middle School. For more information go to http://troop46.org/.

  • Celebrating Independence Day

    Montgomery Township will celebrate Independence Day with family events and fireworks on June 27. For more information go to http://www.twp.montgomery.nj.us. Mason, Griffin & Pierson is proud to support the celebration.