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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.

  • NJ Golf Foundation Chairman’s Award

    Michael Rosenberg will be honored at the thirteenth annual New Jersey Golf Foundation Golf Classic on August 12 at the Baltusrol Golf Club in Springfield, New Jersey. Mason, Griffin & Pierson is pleased to be a sponsor of the event. The Foundation is the charitable arm of the New Jersey Section, PGA of America and was created to positively impact lives and communities through the game of golf. For more information go to www.njgolffoundation.org.

  • Girls on the Run Hosts a Somerset Patriots Baseball Family Fun Night

    Girls on the Run (GOTR) of Central New Jersey is hosting a “Family Fun Night” at Somerset Patriots Baseball Stadium in Bridgewater, New Jersey on Friday, September 20 starting at 7:05 PM. As a thank you and in recognition of its generous support over the years, Mason, Griffin & Pierson will be included in the GOTR suite at the event. GOTR is a 10 week program in the fall and spring for girls in grades 3 through 8 to help girls successfully navigate adolescence. The Girls on the Run curriculum combines training for a GOTR 5K running event with lessons that inspire girls to become independent thinkers, enhance their problem solving skills and make healthy decisions. GOTR of Central New Jersey serves Middlesex, Monmouth, Ocean, Camden and Somerset Counties. Associate Attorney, Nicole Sciotto is a member of the Advisory Board of Girls on the Run, Central New Jersey. For more information go to www.GOTRCNJ.org and to purchase tickets please visit www.somersetpatriots.com/tickets/groupportal; click “Group Portal Login” and enter group password “GOTR19”.

  • SAFE in Hunterdon

    The firm is pleased to support "An Evening of Hope" on Thursday, September 12 at the Riverside Ballroom at the Lambertville Station Inn in Lambertville, New Jersey. The fundraiser honors community leaders, Steve and Christine Little. The event will raise funds to help foster safety, empowerment and healing for survivors of domestic and sexual violence. For more information go to https://safeinhunterdon.org/.

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