MAIN OFFICE:
12
North Route 17,
P.O. Box 1827
Paramus, New Jersey 07653-1827
Phone: (201)587-0888
Fax: (201)587-8845
Email: attorney@wellslaw.com
SATELLITE
OFFICES:
New York City Law Office
1040 Avenue of the Americas - 24th Flr.
New York, NY 10018
(212) 847-9560
Morristown, New Jersey Law Office
55 Madison Avenue, Suite 400
Morristown, NJ 07960
(973) 285-3360
Lyndhurst, New Jersey Law Office
10 Stuyvesant Ave
Lyndhurst, New Jersey 07071
(201) 531-8989
Tuckerton, New Jersey Law Office
149 E. Main Street,
Tuckerton, New Jersey
08087
(609) 296-6666
Bristol, Vermont Law Office
25 D Main Street
Bristol, VT 05443
Phone: (802)453-5765
Fax: (802) 329-2100
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Our New TTE (Tax, Trusts and Estates) Department
As part of our long range plan for the law firm, last year we made a decision to substantially increase the sophistication and capacities of our firm in the area of tax, trusts and estates. As a result, we decided to completely reorganize and staff what used to be called our “Estate Planning and Elder Law” practice, into what is now called our “Tax, Trusts and Estates Department.” This department is headed up by our new partner, AnnMarie Smits, and includes paralegals, Pat Hopp and Janice Thill, and the assistance of associates, Andrew Kohut and Nicole Cleenput.
The Tax, Trusts and Estates department services the needs of clients in the areas of estate planning, trust and estate administration, gift and income tax advice, elder law and Medicaid planning, conservatorships, guardianships, fiduciary litigation and dispute resolution. Our team designs estate plans to protect clients' assets, and assist in the transfer of wealth to the younger generations, with minimum tax implication. They are trained to use both complex and simple planning techniques that address the individual needs of our clients. The department prepares Wills, revocable “living” trust agreements, irrevocable trust agreements, family limited partnerships, charitable trusts and foundations and other trusts that leverage gift tax transfers.
Our Estate Planning attorneys and paralegals 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. They also assist fiduciaries in administering estates and trusts and advise executors and trustees on post mortem tax planning options. Since the creation of our new department, we also now prepare estate, inheritance and gift tax returns, value estate assets, handle tax audits and prepare accountings to settle an estate or trust, all in house. 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. We are excited about our new department. Stop in and meet them.
- Tom Wells
Our Tax, Trusts and Estates Department Partner, AnnMarie Smits, sitting, backed up by Associates, Nicole Cleenput and Andrew Kohut and Paralegal,Pat Hopp. Paralegal, Janice Thill, missed the picture.
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