You could knock me over with a feather. I never thought I would live to see the day when the New Jersey Estate Tax would be repealed, but both houses of the legislature in Trenton passed a repeal bill, and Governor Christie signed it. (www.state.nj.us/treasury/taxation/njestatetax.shtml) The New Jersey Estate Tax is Phased Out Over Two…

Having a Durable Power of Attorney is Highly Recommended A Durable Power of Attorney is one of the three important documents you should have. Aside from your Last Will and Testament and an Advance Directive for Health Care (“Living Will”), the Power of Attorney is an essential part of an estate plan. Unlike your last…

Looking to purchase property with contaminated soil and groundwater?  Probably not, unless you are a brownfield’s redeveloper. Most purchasers of commercial property are counting on their property being “clean.”  Environmental due diligence occurs in two phases: 1) review the current and historic activities at the property to determine if there exist areas of concern; and…

You’ve done the “right thing”, “stepped up to the plate”, and have signed a last will and testament. You have protected your heirs, named an executor, appointed a guardian for your kids, and maybe did some estate tax planning. When you die, everything will set. Well, maybe. There are things which do not get covered…

There is growing confusion over when an executor must obtain a New Jersey Inheritance Tax Waiver to close a bank or investment account. My executor clients in Hunterdon County are reporting that banks are requiring tax waivers to close or transfer an account. In nearly every case, the bank is incorrect. What are New Jersey…

You know the old adage: “Every time I go online, all of my friends are getting married or having babies”? OK, so maybe in the days of Lincoln, no one was going online. Still, the rest holds true. The children of the 80’s and early 90’s are finding themselves entering into true adulthood. The time…

You are Going to Have a Problem I am a “Baby-Boomer”. It makes me feel better to say that I was born at the tail end of that generation, not because of my age (I’m happy with being in my 50’s), but because I have seen how illiterate and irresponsible my generation has been, and…

Remember Joan Rivers? “Can we talk?” Can we? Why Do You Do It? Why do people try to handle legal matters on their own, without a lawyer? You know what’s going to happen. They are going to wind up in some lawyer’s office later with a problem; a big problem; a problem that could have…

At its recent annual meeting, Bob Shanahan was elected to the Board of Trustees of the New Jersey Chapter of the National Academy of Elder Law Attorneys. The National Academy of Elder Law Attorneys, Inc. (NAELA) was founded in 1987 as a professional association of attorneys who are dedicated to improving the quality of legal…

COMMITTEE ON THE UNAUTHORIZED PRACTICE OF LAW Appointed by the Supreme Court of New Jersey   OPINION 53 Issued by UPLC May 16, 2016 Non-Lawyer Medicaid Advisors (Including “Application Assistors”) and the Unauthorized Practice of Law The Committee received an inquiry concerning permissible and impermissible activities of non-lawyer Medicaid advisors, including so-called “Application Assistors.” Inquirer…