Developed and implemented estate and asset protection plan for closely held business owners to maximize value of charitable giving while preserving family wealth.

Counseled and assisted out-of-state fiduciaries with respect to New Jersey estate administration, including preparation of estate and inheritance tax returns, sale of real property, and preparation of final accounting.

Elder Law Matters

Preserved estate assets for incompetent and beneficiaries by negotiating settlement of bitterly contested guardianship and conservatorship proceedings.

Advised client with respect to long-term care issues and planning opportunities after recent death of spouse.

Planning for Closely Held Business Owners

Counseled professional client with respect to buy-in/buy-out as part of succession planning related to client’s long-term estate plan.