The Basics A trust is an effective tool in estate planning. To create a trust, a person called a grantor specifies which assets go into the trust. The grantor...
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Planning for Your Child with Special Needs: Why Special Needs Trusts are Important
Planning for Your Child with Special Needs: Why Special Needs Trusts are Important  Planning for their child's future is a top priority for any...
5 BY 5 POWER IN TRUST
5 BY 5 POWER IN TRUST What is a 5 by 5 Power in Trust? Â A 5 by 5 Power in Trust is a clause commonly used in trusts. By its inclusion, it allows a...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
What Happens If You Die Without a Will?
What Happens If You Die Without a Will? Don’t Make the Last Mistake of Your Life! The Top Ten List of Consequences If You Die Without a Will: 1....
I Already Have an Estate Plan. What About My Pets?
I Already Have an Estate Plan. What About My Pets? You’re a planner. You set out goals and you achieve them. You’ve got a comprehensive estate plan...
I’m not wealthy — Why do I need an estate plan?
Don’t be fooled into thinking you need to have a fat bank account and a mansion house at the Shore to need a sound estate plan – the area of law that covers...
When (and How) to create a Special Needs Trust
A Special Needs Trust is one that is designed to supplement the government benefits that your disabled child receives. Because of this, they are sometimes...
The benefits of a Supplemental Needs Trust for special needs children
As a child grows up, a parent’s biggest financial concern might be saving for college. But it might be wise to look ahead even further to help ensure your son...
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Like-Kind Exchanges in Estate Planning
WHAT is a Like-Kind Exchange? A Like-Kind Exchange is a tool for real estate investors. However, anyone with a type of investment property can benefit from a Like-Kind exchange, and New Jersey residents engaged in their own estate planning should discuss the...
What Happens to My Child’s IEP When Transferring Schools?
Moving and changing schools can be challenging for any school-aged child, and especially so for children who are in special education programs. Parents or guardians must manage the needs of their children during this time even as they deal with the logistics of a...
What to Do if You Disagree with Your Child’s Proposed IEP
You’ve attended your child’s IEP meeting after the first marking period. Much to your surprise, the school staff informed you that your child’s performance is markedly different than what you have observed or expected. What is a Parent to Do? Go Prepared. In advance...
Can the Simultaneous Death Act Be Overridden?
In inheritance law, simultaneous death is a situation in which two people die within a short time and at least one of them would have inherited all or part of the other’s estate. While this is a relatively uncommon event, it poses several legal problems - the largest...
Duties and Responsibilities of a New Jersey Executor
Being named the executor of a will can be both an honor and a burden. For most people, acting as the executor means a loved one has died and you are carrying out their final wishes. It’s the final task you can do for that person. It’s a very special duty. However, the...