Tax, Trusts & Estate Planning

Tax, Trusts and Estate Planning

New Jersey and New York

Our attorneys design estate plans to protect our clients’ assets, and assist in the transfer of wealth to the younger generations, with minimum tax implication. We use both complex and simple planning techniques that address the individual needs of our clients. Our team prepares wills, living wills and durable powers of attorney, revocable “living” trust agreements, irrevocable trust agreements, family limited partnerships, corporations, charitable trusts and foundations and other trusts that leverage gift tax transfers.

Business Succession Planning is an integral service that we provide. We work with many small to medium sized business owners and family businesses and provide the guidance and counseling required to maximize the owner’s financial security upon the transfer or sale of business ownership and responsibilities as well as developing a plan to facilitate growing concern operations of the business entity by the new owners or next generation.

Our Department’s ability to handle corporate and commercial transactions in addition to the implementation of effective estate planning measures enables our firm to serve as a “one stop shop” or general counsel to serve both your personal and business needs. Our Tax, Trusts and Estates Department represents clients before the IRS or the Division of Taxation in income, business, personal, estate and gift tax controversies.

We frequently work with accountants, investment advisors, trust officers, insurance professionals and other advisors, to help clients formulate asset protection planning, lifetime gift giving programs and wealth succession planning. Our trust and estate planning attorneys and paralegals also assist fiduciaries in administering estates and trusts and advise executors and trustees on post mortem tax planning options. Our professionals prepare estate, inheritance and gift tax returns, value estate assets, handle tax audits and prepare accountings to settle an estate or trust. Finally, if a dispute arises with respect to any area of this practice, we are well qualified in dispute resolution and prepared to go to Court when necessary.

This is the team that will help you with estate planning and administration needs:

Chairperson – Mark S. Balian
Attorneys – Mark S. Balian and Jessica R. Witmer
Paralegals and Legal Assistants – Patricia Hopp (Senior Paralegal) and Denise Andriulli

Thank you. Despite the many obstacles which were unexpected we recognize your patience and compassion that got us through a difficult and complex case. When we were ready to give up you gave us the encouragement to continue. We especially appreciate your generosity. Needless to say we will definitely recommend you to our family and friends. Once again, thank you for a job well done.

~Pat & Ed Rapoza and Anna Grant

Described below is a representation list of our sub-areas and experience within this practice area.
  • Business Succession Planning
  • Charitable Planning
  • Estate Probate and Litigation
  • Estate Tax Disputes
  • Estate Tax Returns (State and Federal)
  • Family Estate Planning
  • Guardianship and Conservatorships
  • Generation Skipping Planning
  • Grantor Trusts
  • Gift Tax Returns
  • GRATs, CLAT, CLUTS, SLATs, CRTs, ILITS
  • Guardianship and Conservatorships Matters
  • Healthcare Directives
  • Last Will and Testaments
  • Living Wills
  • Pour-Over Wills
  • Power of Attorneys
  • Public Charities and Private Foundations
  • Revocable and Irrevocable Trusts
  • Special Needs Trusts
  • Will and Trust Contests

Website Design | Hamshaw Design