Eight years of experience, specializing in trusts, estates and taxation. Prepares and files New Jersey estate and inheritance tax returns, federal estate tax returns (Form 706) and federal gift tax returns (Form 709). Prepares estate accountings, as required. Handles estate administration from probate to asset distribution. Prepares probate papers and Surrogate Court filings. Prepares income tax returns for individuals and trusts, including charitable trusts and nonprofit organizations. Files Forms 1040, 1041, 990 and 5227, using electronic filing as mandated. Handles distributions of trusts, including GRATs and CRUTs. Corresponds with taxing authorities.
Drafts estate plan documents, including Wills, Trusts, Health Care Proxy Directives and Living Wills. Conducts research on various legal topics, with particular emphasis on tax issues. Corresponds and meets with clients on regular basis.
Drafts and files Deeds.
Notary Public of New Jersey