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HIGHLIGHTS:
Tax and estate planning for individuals, including business executives, professionals, and owners of closely-held businesses
Estate and trust administration, including preparation of federal and state estate tax returns, state inheritance tax returns, and federal gift tax returns
Generation-skipping transfer tax planning
EDUCATION:
New York University School of Law
LL.M. (in taxation) 2001
Seton Hall University School of Law
J.D. 1997
Rutgers College
B.A. 1992
(Departmental Honors - Political Science)
BAR ADMISSIONS:
States
New Jersey 1997
New York 1998
Federal:
District of New Jersey
Tax Court
OTHER EXPERIENCE:
1899 Foundation, Inc.
Co-Founder
REPRESENTATIVE EXPERIENCE:
Wills
Revocable trusts and irrevocable trusts, including life insurance trusts, dynasty trusts, qualified personal residence trusts, grantor retained annuity trusts, QTIP trusts, qualified plan trusts, charitable split interest trusts, and supplemental needs trusts
Gift tax planning
Limited liability company operating agreements
Shareholder agreements
Partnership agreements
Premarital and postmarital agreements
Will contests, estate and trust disputes
Tax controversies with the Internal Revenue Service and New Jersey Division of Taxation | 