Family Law

• Guardianship
  Trustee of SCARC Guardianship Services, Inc., the Estate Planning Council of Northern New Jersey, and the Morris County Bar Association.

Trusts and Estates

• Estate Planning
  Visit me and find out! Often times, clients meet with me for a one or two hour consultation, paid for at the time, just for purposes of gathering accurate information as to the options that they have. Some clients then retain me to do additional work for them, but others come just for the consultation. Many of my clients are referred by attorneys, bank trust officers, accountants, and financial planners and managers, and social workers who have already identified a client’s need for estate planning.
• Wills
  Wills, Trusts, and Living Wills are an integral part of almost every estate plan. A Durable Power of Attorney is a powerful business tool that should be a part of every comprehensive estate plan. Many people believe that because their total assets are under the federal exemption amount they do not need an estate plan. Nothing could be further from the truth. Everyone needs to plan for the orderly distribution of their assets after death and the appointment of executors, guardians, and trustees. This can best be done in a Will, created in the context of a comprehensive estate plan.
• Trusts
  Tools in The Estate Planning Tool Chest© This program discusses more sophisticated estate planning techniques: Life insurance trusts, charitable trusts, family limited partnerships, etc.
• Power of Attorney
  Living Will = Loving Will; Putting Power in a Power of Attorney© This presentation explains in simple terms how these advance planning documents can save aggravation, grief and turmoil in your life.
• Probate

Finance Law

• Tax Law
  While You Are Spring Cleaning Your Legal House, Don’t Hand the Tax-man the Vacuum!© This presentation is a lively, interactive session on the basics of estate and tax planning.