We plan and settle estates for private clients.
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Tax Services
Preparation of individual tax returns (1040)
Preparation of estate tax returns (1041)
Preparation of NJ inheritance tax returns
Preparation of NJ estate tax returns
Preparation of federal estate tax returns (706)
Preparation of federal gift tax returns (709)
Real Estate Services
Closings
Preparation and Negotiation of Lease Agreements
Landlord/Tenant Matters
Estate and Trust Administration Services
Assist executor in probate of the will in the County Surrogate's Court.
Assist executor in all matters regarding the administration of an estate, including but not limited to the marshalling of the decedent's assets, paying the debts of the decedent, preparing all required accountings, and ultimately distributing estate assets to the beneficiaries.
Representation of the executor or beneficiaries of an estate in estate litigation.
Estate Planning
Wills (including complex wills involving testamentary trusts designed to provide both flexability and tax savings).
Intervivos Trusts
Financial Powers of Attorney
Powers of Attorney for Health Care Matters
Life Insurance Trusts
Split Interest Trusts, such as Grantor Retained Annuity Trusts and Qualified Personal Residence Trusts
Minor's Trusts
Services for Small Businesses
Incorporation Services
Operating Agreements
Buy/Sell and Cross Purchase Agreements
Business Succession Planning
Business Sales (Asset Sales, Stock Sales)
We're a firm that works with private clients and we seek to meet all their trust and estate needs.
The firm assists clients in the planning and administration of their estates, using techniques whereby assets benefit heirs in a tax-efficient manner. We draft wills and trusts of several types, as well as buy-sell agreements, deeds, power of attorney documents, health care proxies (“living wills”).
