Our lawyers advise individual and corporate fiduciaries on all facets of estate and trust administration, preparation of state and federal death and fiduciary income tax returns, post-mortem tax planning, and fiduciary accountings, helping them navigate the often-complicated state and federal income and estate tax regimes and advising them regarding their fiduciary obligations.
Representative Matters
- Advised the administrator of a multi-state $70 million estate, where the decedent died without a will, in resolving competing beneficiary interests and completing administration without dispute.
- Advised the executor of an estate with more than 30 domestic and international charitable and individual beneficiaries, coordinating cross-border distributions and guiding the matter to final settlement.
- Advised the administrator of a multi-million-dollar estate holding an interest in a closely held business, preparing New Jersey inheritance tax filings and securing state approval of a favorable valuation position.
- Estate Planning, Counseling, Administration & Litigation
- Asset Protection Planning
- Beneficiary Counseling
- Business Succession Planning
- Charitable Planning
- Elder Law
- Estate Planning
- Estate Planning for Blended Families
- Pet Trusts
- Probate and Trust & Estate Administration
- Special Needs Planning
- Trust & Estate Litigation