New Jersey has regulations on permissible deductions from inheritance taxes. These permissible deductions are set forth in the State’s Administration Code. Not all estate …
NJ FamilyCare programs cover individuals who are age 65 years or older as well as individuals determined by the Social Security Administration or by …
If you have been named as an estate representative, knowing your responsibilities is very important. The following article is a general introduction to your …
NJ Estate and Probate laws allow for a copy of a Will to be probated under limited situations This article discusses how to probate …
In some states creditors can seize an Inherited IRA The IRS and Bankruptcy Court(s) can also seize an Inherited IRA This article discusses inherited …
Federal and NJ laws and regulations allow an applicant to appeal denial of Medicaid nursing home and assisted living benefits. A fair hearing appeal …
Executors and Administrators of an Estate have significant discretion in the probate of an Estate under New Jersey Law. This article addresses important principles …
This article discusses basic tax principles of a Special Needs Trust; hereafter referred to at times as a SNT. Each Type of Special Needs …
NJ statutes define who is entitled to be appointed the Administrator of an estate where there is no Last Will. Generally, the family members …
Overview of the Legal Issue(s) Involving IRA’s and the New Jersey Inheritance Tax A distant family member dies and leaves a sizeable IRA to …
While New Jersey did away with its estate death tax in 2018, it still has an inheritance tax, although the number of estates that …
If an estate has debts greater than the value of Estate assets, cash, etc., the estate is known as insolvent. Insolvent Estates create competing …
New Jersey and Federal Law requires that spouses of Medicaid applicants provide five (5) years of information to obtain Medicaid eligibility. Not all spouses …
Consider making a gift to a minor by way of the Uniform Transfer to Minors Act or the Uniform Gift to Minors Act instead …
Creating a trust limits the ability of beneficiaries to squander trust assets and income. If you have a son-in-law or daughter-in-law who is reckless …
Introduction The Achieving a Better Life Experience (ABLE) Act enables independence and self-reliance for persons with disabilities. The Act allows the creation of an …
A Revocable Trust is a popular estate planning tool. Some people think that creation of a Revocable Trust creates complexity under the tax code. …
The parents of a deceased cadet at the West Point Military Academy (“West Point”) who was scheduled to graduate last year was involved in …
Did you know that Veterans home care benefits are available for a military veteran? Recently I met with an Army veteran client who had …
Personal property items should be discussed in your Last Will. Do not itemize personal property in your Will, but rather create a list of …
State and federal law generally requires that all payments from a trust exclusively benefit the disabled person. Disbursements made from a Special Needs Trust …
Today the Federal Estate death tax exemption is very high. Only the very wealthy are subject to federal death taxes. The law may change …
New Jersey has laws that allow a spouse to bring legal action against those who remove their spouse from New Jersey. What can be …
Medicare pays for hospital and doctor costs for persons over age 65 Not all medical costs are covered by Medicare This article discusses Medicare …
Getting married to an aged and sick person may lead to financial ruin. Medicare treats the savings of both spouses as jointly owned. A …
One of the most frequent questions I get from a family with a family member with a disability is, can they have savings, and …
Contesting a Will for Undue Influence is a very complicated endeavor. Our dream team of lawyers, Fred Niemann, Christopher Hanlon, and Christopher Balioni, along …
Fred took our needs very seriously and worked quickly so that we would have all the pertinent documents in place. Your staff willingly spent …
In order for someone with a disability to receive services from the Division of Developmental Disabilities, they have to be eligible for Medicaid. The …
Married couples are required to provide five (5) years worth of financial information to obtain approval for Medicaid when long term care is necessary. …
