Tax, Trusts & Estate Planning in 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.
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
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
- 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
- Power of Attorneys
- Public Charities and Private Foundations
- Revocable and Irrevocable Trusts
- Special Needs Trusts
- Will and Trust Contests