Giving you peace of mind. Relieving you of the stresses associated with family problems. Helping you plan for your family’s future. These are the hallmarks of Bressler’s Estate Planning and Administration practice. Our attorneys solve problems by applying technical expertise in tax law and multi-dimensional experience in dealing with the multitude of family situations. The firm represents clients in a wide variety of estate planning matters, ranging from simple wills, to the most complex irrevocable trusts, to probate and conservatorship endeavors.
Our attorneys constantly work to ensure the transfer of wealth to the younger generations. We focus on the use of vehicles that afford the maximum degree of control at minimal cost. Using both complex and simple planning techniques, our estate planning services include preparing wills, revocable and irrevocable trusts, special needs trusts, family limited partnerships, limited liability companies and charitable trusts.
Working with accountants, investment advisors, trust officers, insurance professionals and other professional advisors, we assist with formulating a lifetime gifting plan, engage in asset protection planning, establish charitable foundations, as well as plan for possible disability using trusts and other vehicles. Our attorneys also work with business owners to ensure succession planning. We prepare business buy-sell agreements and cross-purchase trusts, as well as devise other types of arrangements for owners of closely-held business.
The firm represents executors, trustees and beneficiaries in the litigation of disputes relating to estates and trusts. We have done so in controversies involving the interpretation of wills and trusts, as well as challenging an individual’s mental capacity, including proof of undue influence. Our approach is to achieve our clients’ objectives in the most cost-effective and sensible manner, while understanding the sometimes overwhelming sensitivities involved in intra-family disputes.
We assist fiduciaries to administer estates and trusts. We advise executors and trustees on implementing wills and trusts, probate procedures, preparing tax returns, valuation of assets and rendering estate and trust accountings. We also represent fiduciaries, beneficiaries and creditors in court proceedings in the event a dispute is not resolved during the audit process. Our attorneys prosecute and defend estate related claims pertaining to ownership and creditor problems, alleged breach of trust, will/trust contests and fee controversies.
Our expertise is based on strong professional backgrounds and hands-on experience. Two members of our team are fellows of the American College of Trust and Estate Counsel, and another is a past Chair of the New Jersey State Bar Association’s Real Property, Probate and Trust Law section. We have also played an integral role in drafting and implementing a number of laws pertaining to trusts and estates.
Our attorneys recognize the core concerns and goals of our clients. Whether our clients come to us for a simple will or trust, or need for more complicated wealth preservation planning, we implement solid strategies by listening closely to their concerns. We are skilled in creating effective vehicles for achieving our clients’ objectives. The character of the plans we effectuate are as unique as the individuals we serve.
We provide peace of mind. We listen to our clients and counsel them in tackling complicated family problems. We offer solutions aimed at planning for the family’s future. We solve problems by applying legal expertise and years of experience to the multitude of family situations.
Our attorneys work to facilitate the transfer of wealth to younger generations. We achieve these objectives through the use of vehicles that afford the maximum degree of control at minimal cost. Using both cutting-edge techniques and traditional planning methods, our estate planning services include preparing wills, revocable and irrevocable trusts and special needs trusts, and creating family entities and charitable foundations.
Effective estate planning is not accomplished in a vacuum. We work productively and in tandem with our clients’ accountants, investment advisors, trust officers, insurance professionals and other professional advisors. We formulate lifetime gifting plans, engage in asset protection planning, establish charitable foundations, and plan for possible disability using trusts and other vehicles. We assist executives to gain maximum benefit from incentive compensation, and work with business owners to ensure optimal and orderly succession planning.
Our attorneys are ever mindful that the tax-efficient transfer of wealth is often the essence of a comprehensive estate plan. Our broad client base includes executives, medical and legal professionals, business owners, investors, family patriarchs and matriarchs. They are individuals who require effective strategies to transfer their property. Our legal counsel includes:
- Wealth preservation planning
- Business succession planning
- Fractional interest transfers of business interests
- Debt restructurings, asset liquidations and distributions
- Insurance planning
- Charitable planning
- Planning for non-citizens and non-residents
- International wealth planning for multinational families in compliance with U.S. tax laws
- Powers-of-attorney and healthcare proxies
- Conservatorships and guardianships
When clients are called upon to act as executors and trustees, our attorneys are available to provide varying degrees of guidance. In the area of trusts and estate administration, we are known for our focus on legal counsel that is cost-effective and achieves our client’s objectives in the shortest period of time.
We assist fiduciaries in administering even the most complicated estates and trusts. We advise executors and trustees on implementing wills and trusts, carrying out probate procedures, preparing tax returns, valuing assets and rendering estate and trust accountings. We are skilled with techniques that minimize taxes and costs in settling estates, and guide fiduciaries and beneficiaries in winding-up the decedent’s affairs. We take appropriate steps to ensure that fiduciaries are properly protected from potential claims arising out of their service, and represent fiduciaries when government agencies conduct examinations of the tax returns.
Many estate returns are ultimately audited by the IRS. We know first-hand what it takes to prevail before the IRS and to resolve tax controversy. Our attorneys advise clients not only regarding the legal aspects of preparing estate returns, but also throughout the review process. In many instances, we have successfully defended the valuation of illiquid assets that affect estate or gift tax liabilities. In the event a negotiated resolution cannot be achieved in the audit process, our litigators are equipped to undertake litigation before the United States Tax Court and/or Federal Court.
News & Publications
December 6, 2018Weird New Jersey Cases: Will Written in Blood Admitted to Probate (And More)
Trusts and Estates Law Alert… Read more
November 14, 2018New Jersey Court Rejects "Equitable Adoption" Argument Seeking to Block Child's Inheritance
Trusts and Estates Law Alert… Read more
October 9, 2018NJ Court Finds Trustee Breaches Its Fiduciary Duty By Diversifying Trust Investments
Trust and Estates Law Alert… Read more
June 18, 20183 Bressler Attorneys Recognized by Florida Super Lawyers
Bressler is pleased to announce that three firm attorneys have been selected to the 2018 Florida Rising Stars list.… Read more
April 9, 2018Bressler Becomes a Member of the National Center for Family Philanthropy
Bressler, Amery & Ross is proud to have recently become a member of the National Center for Family Philanthropy (NCFP).… Read more
August 24, 2017Bressler Welcomes Kevin Ghassomian as a Principal in its Estate Planning and Administration Practice Group
New York, N.Y. – August 24, 2017 – Bressler, Amery & Ross, P.C. announced today that Kevin R. Ghassomian has joined the firm as a Principal in its Estate Planning an… Read more
May 24, 2017Robert Segear Graduates from the Florida Fellows Institute of ACTEC
Florham Park, New Jersey – May 24, 2017 - Bressler, Amery & Ross, P.C. is pleased to announce that Robert C. Segear has graduated from Class II of the Florida Fellow… Read more
February 8, 2017Biz Brain: Estate Tax? Inheritance Tax? A Primer for NJ
In a recent NJ.com article, Frederick Schoenbrodt lays out the differences between an estate and inheritance tax and speaks to the New Jersey specific laws.… Read more
October 31, 2016More to Give New Jersey
In a recent NJBIZ.com article, Frederick Schoenbrodt sets forth his ideas on what NJ familes should do with their wealth with the upcoming elimination of the estate … Read more
August 26, 2016Robert Segear accepted into the Florida Fellows Institute of the American College of Trust and Estate Counsel
Bressler attorney Robert C. Segear has been accepted into the Class II of the Florida Fellows Institute of the American College of Trust and Estate Counsel (“AC… Read more
May 18, 2016New Jersey Supreme Court Declines to Expand Fee Shifting in Probate Cases
Trusts & Estates Alert… Read more
November 2, 2015Bressler Recognized by U.S. News - Best Lawyers "Best Law Firms" 2016 Rankings
Bressler, Amery & Ross, P.C. is pleased to announce that the firm has been recognized by U.S. News - Best Lawyers in the 2016 “Best Law Firms” rankings. The firm rec… Read more
March 23, 2015Bressler Welcomes Mary Powers to the New Jersey Office
FLORHAM PARK, NJ, March 23, 2015 – Bressler, Amery & Ross, P.C. is pleased to announce that Mary A. Powers has joined the firm as a principal in the Tax and Trusts a… Read more
January 1, 2015New Jersey Estate Planning, Will Drafting and Estate Administration Forms
Frederick Schoenbrodt is the successor author of New Jersey Estate Planning, Will Drafting and Estate Administration Forms, a treatise and practice manual published … Read more
May 9, 2014Jordan Weitberg Quoted in Financial Advisor
Jordan Weitberg was quoted in a Financial Advisor article "Celebrity Estate Pitfalls." He commented on the issue of celebrities' right of publicity, saying, "I repr… Read more
- February 4, 2013American Taxpayer Relief Act Provisions
January 1, 2013Paul Rosenberg Authors Chapter in Strategies for Trusts and Estates in New York
Paul Rosenberg, Member of the firm's Taxation and Trusts and Estates practice groups, authors chapter on Adapting New York Trust and Estate Gift Planning Strategies … Read more
November 7, 2011Bressler, Amery & Ross, P.C. Recognized in U.S. News - Best Lawyers 2011-2012 Best Law Firms
FLORHAM PARK, NJ (November 7, 2011) – Bressler, Amery & Ross, P.C. is pleased to announce that it has been selected for inclusion in multiple practice areas in the … Read more
- February 24, 2011Congress Changes Federal Tax Laws Yet Again
January 13, 2011Paul Rosenberg and Jordan Weitberg Named by AVENUE Magazine as Top Trusts and Estates Attorneys in New York
Paul Rosenberg and Jordan Weitberg were named in AVENUE magazine’s list of top trusts and estates attorneys in New York City in its December 2010 issue. As Manhattan… Read more
November 30, 2018Fred Schoenbrodt to Speak at CLE seminar on Income Tax Issues in Estate Planning and Administration
On November 30, 2018 at the New Jersey Law Center in New Brunswick, Fred Schoenbrodt of the firm's Estate Planning and Administration practice will serve as a paneli… Read more
July 20, 20172017 Estate Planning Summer Institute
Principal Jordan S. Weitberg will speak at the 2017 Estate Planning Summer Institute on July 20, 2017.… Read more
May 17, 2017NJSBA 2017 Annual Meeting and Convention
Bressler Principals Frank Cuccio, Diana Manning and Frederick Schoenbrodt II will present at NJSBA 2017 Annual Meeting and Convention on May 17-19, 2017 at the Borga… Read more
December 7, 201676th Semi Annual Tax and Estate Planning Forum
Jordan S. Weitberg will be speaking at the 76th Semi Annual Tax and Estate Planning Forum on Wednesday, December 7 at the New Jersey Law Center in New Brunswick, New… Read more
November 21, 2016NJICLE 2016 Fall CLEfest
Bressler Principal Angela Scafuri will speak on “Electronic and Social Media in Family Litigation: What’s Useful? What’s Beyond the Pale?” at New Jersey Institu… Read more
July 21, 2016Second Annual NJICLE Estate Planning Summer Institute
Principal Jordan S. Weitberg will speak at the Second Annual Estate Planning Summer Institute on July 22, 2016. The two-day program is presented by the New Jersey In… Read more
May 12, 2016ABA Section of Real Property, Trust and Estate Law - 2016 Spring Symposia
Bressler Principal Fred Schoenbrodt will participate in the session “Hot Topics: U.S. Trusts for Foreign Families, the New EU Succession Regulations and U.S. Expatri… Read more
July 23, 2015First Annual NJICLE Estate Planning Summer Institute
Bressler Principal Jordan S. Weitberg will speak at the First Annual Estate Planning Summer Institute on July 23, 2015. The two-day program is presented by the New J… Read more
June 18, 2015Fiduciary Litigation Committee of ACTEC National Summer Meeting
Jordan S. Weitberg will speak at the American College of Trusts and Estates Counsel (ACTEC) summer meeting in Quebec City, Canada on June 19, 2015. Jordan’s presenta… Read more
June 9, 201573rd Semi Annual Tax and Estate Planning Forum
Principal Jordan S. Weitberg will be speaking at the 73rd Semi Annual Tax and Estate Planning Forum on Tuesday, June 9, 2015 at the New Jersey Law Center in New Brun… Read more
May 20, 2015NY City Bar: New Jersey Bridge-the-Gap
Bressler attorney Angela Scafuri will be speaking at the New York City Bar Association's "New Jersey Bridge-the-Gap" CLE program on Wednesday, May 20, 2015. Angela w… Read more
December 10, 2014NBI Tax Planning for Trusts and Estates
Fred Schoenbrodt will speak on three topics - Federal and State Estate Tax Update, Estate and Tax Planning Considerations and Post-Mortem Tax Planning Opportunities … Read more
December 3, 201472nd Semi Annual Tax and Estate Planning Forum
Jordan S. Weitberg will be speaking at the 72nd Semi Annual Tax and Estate Planning Forum on Wednesday, December 3 at the Renaissance Woodbridge Hotel in Iselin, New… Read more
September 6, 2014NJICLE Basic Estate Administration
Fred Schoenbrodt will speak on “Basic Estate Administration” at the New Jersey Law Center on Saturday, September 6. He will discuss the process of probate and estate… Read more
May 10, 2013Estate Planning by Business Owners, Rockland County Estate Planning Council
Jordan Weitberg will be making a presentation as part of a panel to the Rockland County Estate Planning Council at its Estate Planners Day on May 10, 2013 at the Tap… Read more
September 6, 2012Monmouth County Bar Estate and Tax Planning Update
Fred Schoenbrodt will speak on "New Jersey Estate and Inheritance Taxes: Myths and Misconceptions" at the Monmouth County Bar Association's Estate and Tax Planning U… Read more
December 6, 2011Estate and Financial Planning Council of Central New Jersey
Fred Schoenbrodt will speak at the Estate and Financial Planning Council of Central New Jersey's program, Tis the Season: Charitable Planning with Private Foundation… Read more