New Jersey: (908) 242-3635 | New York: (914) 902-5918 |

Estate Planning

We take pride in offering the following professional services to our clients:

Special Needs Trusts and Related Planning

  • Special Needs Trusts
  • Planning for governmental benefit eligibility
  • Estate planning for families of children with special needs.

Income, Estate and Gift Taxation

  • Advice on Change of Domicile
  • State and Federal Tax Research and Tax Opinions
  • State and Federal Tax Controversy Resolution (including sales and use and payroll taxes)
  • State and Federal Tax Compliance
  • Applications for Tax Exemption
  • Private Letter Ruling Requests

Estate and Gift Tax Planning

  • Preparation and Execution of Wills, Powers of Attorney, Living Will and Health Care Proxies
  • Preparation and Execution of Trusts, including:
    – Credit Shelter and Disclaimer Type Trusts,
    – Charitable Trusts (CRUT, CLAT, CRUT)
    – Qualified Terminable Interest Trusts (QTIP)
    – Qualified Domestic Trusts (QDOT)
    – Intentionally Defective Grantor Trusts (IDGT)
    – Grantor Retained Annuity Trusts (GRAT)
    – Life Insurance Trusts
    – Section 2053(c) Minor’s Trusts and
    – Qualified Personal Residence Trusts (QPRT)
  • Establishment and Advice concerning Family Foundations
  • Preparation and execution of Family Limited Partnerships
  • Business Succession Planning

Estate Administration / Guardianship– Surrogate’s Court Practice

  • Estate and Trust Formal and Informal Accountings
  • Uncontested Surrogate’s Court Proceedings,Including:
    – Guardianships
    – Applications for Probate and Administration
    – Ancillary Probate and Administration
    – Resignation of Fiduciaries
    – Appointment of Successor Fiduciaries
    – Removal of Fiduciaries
    – “Decanting” of Trusts
    – Transfer of Situs of Trusts