A solid New Jersey estate plan does more than distribute assets—it protects your legacy and spares loved ones from unnecessary burdens. Your plan will...
Trusts
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Trusts
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What are the Five Components of Estate Planning?
A complete and up-to-date estate plan is something that every adult should have. The benefits of well-done estate planning are enormous - not only peace of...
Special Needs Trusts for People with Disabilities
Special Needs Trusts for People with Disabilities What is a Special Needs Trust? A Special Needs Trust (SNT) is an estate planning tool that...
Charitable Remainder Trusts and Charitable Giving
Charitable Remainder Trusts and Charitable Giving What is a CRUT? CRUT is an acronym for Charitable Remainder Unitrust. A CRUT is a type of...
End of Year Estates and Trusts Planning
End-of-Year Estates and Trusts Planning: Keep it Simple and Get it Done! As 2022 comes to a close, ask: Have you set forth a cogent estate plan to...
The Parade of Horribles and the Parade of Possibles
The Parade of Horribles and the Parade of Possibles The focus of estate planning is to protect your loved ones as well as your hard-earned assets. Estate...
Why DIY Estate Planning Is a Really Bad Idea
The do-it-yourself approach may work for some jobs, but providing for your family after you’re gone is too important to risk making mistakes -- mistakes that...
Here Comes the IRS: Consider the Advantages of a Trust
With tax season upon us, we thought March would be a good time to share a brief overview of some tax benefits that come with the main types of trusts. In...
Type of Trusts
There are two basic types of trusts: living trusts and testamentary trusts. A Living Trust or an “inter-vivos” trust is set up during the person’s lifetime. A...
What you need you know about special Needs Trusts and Estate Planning for your family’s future
Written by Sussan, Greenwald & Wesler Alex Hilsen is an attorney and Certified Financial Planner at Sussan Greenwald & Wesler. In the following...
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Latest Blog Posts
Your IEP Meeting: What to Expect
Your IEP Meeting: What to Expect For experienced parents of children with special needs, an IEP meeting can still feel like a battleground with the school staff on one side and the parents on the other. First-timers may feel especially blindsided by the way these...
When Should You Hire a School Discipline Defense Attorney in New Jersey?
Disciplinary matters at public schools in New Jersey are very serious and likely also stressful for students who are involved and their parents. Just as the Garden State is known for great schools, it also has a reputation for robust and even heavy-handed school...
My Child’s IEP Includes Accommodations and Modifications. What’s the Difference?
IEP’s are complex, detailed legal documents that contain an educational program for each child with special needs. They can often be confusing, and sometimes specific details get lost. One example: Do parents of children with special needs know the difference between...
Trust Basics for Trustees and Beneficiaries
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 then designates another person called the trustee to oversee the trust for the person called the beneficiary...
What Qualifies a Child for Special Education in NJ?
In the state of New Jersey, the right to an education has specific, robust legal protections. All New Jersey residents are entitled to a free and appropriate education in their local public school system from pre-K to grade 12. However, the key word in this principle...