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Tag: Pennsylvania

Estate Planning

Joint Trusts – A Great Planning Opportunity for Non-Traditional Couples and Blended Families

Posted on May 1, 2019February 19, 2021
Joint Trusts

Creating an estate plan for clients who are in non-traditional relationships or are part of a blended family can be very tricky. Why is Estate Planning for Non-Traditional Couples So Tricky? Let’s assume a hypothetical fact situation where you have a women (Jane) with $4M in assets.  She is a widow and has 2 children.  […]

Estate Administration

Reasons to set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust

Posted on March 21, 2018February 22, 2021
3rd Party Supplemental Needs Trust

Recently, I wrote a post explaining the differences between a First Party Special Needs Trust and a Third Party Supplemental Needs Trust.  As you are aware, the goal of a Special Needs Trust or a Supplemental Needs Trust is to provide financial resources to a Special Needs Person in a way that will not cause them […]

Estate Planning

Understanding the Differences Between Special Needs Trusts and Supplemental Needs Trusts

Posted on March 5, 2018February 22, 2021
Special Needs Trusts Supplemental Needs Trusts

“Special Needs Trusts” and “Supplemental Needs Trusts” are terms to describe trusts designed to provide benefits to a person in a way that will preserve the public benefits that he or she is entitled to receive. These types of trusts are most commonly created when a person has some sort of special needs or disability.  […]

Estate Planning

The Best Place To Die (From An Estate And Inheritance Tax Perspective)

Posted on May 8, 2017February 25, 2021
Best Place To Die (From An Estate And Inheritance Tax Perspective)

Best place to die Several years ago, I wrote a few articles comparing the tax consequences of dying in New Jersey, New York, Pennsylvania and Florida.  Now that New Jersey has amended its estate tax laws, I thought I should write another post for 2017 regarding the best place to die. I will write this […]

Estate Litigation

Why Titling Of Assets Is So Important In Second Marriages

Posted on January 23, 2017February 26, 2021
Why Titling Of Assets Is So Important In Second Marriages

I was talking to another estate planning recently and discussing how much of our work involves assisting clients who have blended families. Blended families generally refers to clients who are married but at least one of the spouses has a child from a previous relationship. In comparing stories and ways that we can assist clients, we discovered […]

Income Tax

Income Taxation of Trusts – Determining Which State Can Tax the Trust

Posted on August 29, 2016October 1, 2019
The Situs of a Trust

Determining the situs of a trust (i.e. the residence of a trust) is not always an easy matter.  Each state has its own rules regarding whether a trust is a “Resident Trust”.  These rules are oftentimes different from the tax rules. In some states these rules have been challenged in Court as unconstitutional, where the […]

Animal Trust

New Jersey Enacts Uniform Trust Code into Law

Posted on April 4, 2016October 26, 2018
Uniform Trust Code

While this may not sound like big news, it is actually very exciting that New Jersey has finally enacted the Uniform Trust Code (UTC) into law.  The new law will go into effect on July 17, 2016.  When it does, New Jersey will join Pennsylvania, Florida and a majority of other states in adopting most […]

Estate Planning

Change in Pennsylvania Power of Attorney Law

Posted on January 5, 2015November 19, 2020
Power of Attorney Law

Happy New Year! Effective January 1, 2015, under Act 95, Pennsylvania modified Chapter 56 of Title 20 of the Pennsylvania Consolidated Statutes, which deals with Powers of Attorney.  The amendment was made to try to better protect the Grantor of the powers. Under the new statute, a Pennsylvania Power of Attorney must be witnessed by […]

Capital Gains Tax

Non Residents of Pennsylvania Can Be Subject to Pennsylvania Inheritance Tax

Posted on September 30, 2014November 19, 2020
Pennsylvania Inheritance Tax

I frequently get calls from individuals who had a relative pass away with property located in Pennsylvania. Even though the decedent lived somewhere besides Pennsylvania, you should be aware that Pennsylvania reserves the right to tax this property on the death of the owner via an inheritance tax. This tax will apply whether the decedeånt […]

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Attorneys at our law firm are
licensed in:

Florida
New Jersey
New York
Pennsylvania

Practice Area

  • Estate Planning
  • Tax Planning
  • Special Needs Planning
  • Estate Administration
  • Trust Administration
  • Business Law
  • Litigation
  • Guardianships

Office Locations

Princeton, New Jersey Office
100 Federal City Road
Suite #C-104
Lawrenceville, NJ 08648
(609) 818-1555
Boca Raton, Florida Office
5499 N. Federal Highway, Suite K
Boca Raton, FL 33487
(561) 247-1557
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