North Route 17,
P.O. Box 1827
Paramus, New Jersey 07653-1827
New York City Law Office
1040 Avenue of the Americas - 24th Flr.
New York, NY 10018
Morristown, New Jersey Law Office
55 Madison Avenue, Suite 400
Morristown, NJ 07960
Lyndhurst, New Jersey Law Office
10 Stuyvesant Ave
Lyndhurst, New Jersey 07071
Tuckerton, New Jersey Law Office
149 E. Main Street,
Tuckerton, New Jersey
Bristol, Vermont Law Office
25 D Main Street
Bristol, VT 05443
Fax: (802) 329-2100
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|Tax, Trusts & Estate Planning in New Jersey and New York
Our tax, trusts, and estate planning attorneys service the needs of private clients in the areas of:
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.
- trust and estate administration
- gifts and transfers during life
- preparation of wills and trust agreements
- living wills, health care directives and proxies, and durable power of attorney
- gift, estate and income tax advice
- elder law and Medicaid planning
- fiduciary litigations
- dispute resolution
- business succession planning
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 - AnnMarie Palermo-Smits
Attorneys - AnnMarie Palermo-Smits, Nicole E. Russak, and Jill F. Rosenfeld
Paralegals andl Legal Assistants - Doreen Brothers and Patricia Hopp
"Thank you, AnnMarie, Nicole, Doreen and staff.
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