A Complimentary Presentation by: Robert J. Shanahan, Jr., Esq. New Jersey Attorney at Law, Concentrating in Estate Planning and Elder Law June 9, 2017, 1:00 p.m. Hunterdon County Senior Center, Route 31 County Complex 4 Gauntt Place, Building # 1, Flemington NJ 08822 (908)788-1359 Passing on personal possessions is an issue for everyone! Owners of…

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…

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…

I know that you are only trying to help.   When a client comes in and tells you that their spouse has died, your first instinct is to help your client through a difficult time. You may open an estate account, move some assets into it. You may remove the deceased’s name from an account or…

I often receive calls from people who have just lost a loved one and want to know what to do. Often, these calls occur within two days of the event, and the callers are either “shell-shocked” or, understandably, upset.  They are very worried about how to pay bills, probating the last will, and moving/closing bank…

By: Robert J. Shanahan, Jr. Esq. Much has been said about the use of mediation as a tool to avoid long and costly trials in civil litigation over the past two decades. It has been proven as a useful tool in settling business and family law disputes, and even most small claims cases in our…

In New Jersey, and many other states, a surviving spouse has a right to one-third of a deceased spouse’s estate, despite provisions in the Will to the contrary. In other words, a you may disinherit your spouse in your last will, but he or she can assert the statutory elective share and still obtain one-third…

Many people leave a percentage of their estate, instead of a specific dollar amount, to one or more charities in their Last Wills and Testament. Under New Jersey law, when a percentage of the estate is left to a charity, the State Attorney General’s office is required to review the estate accounting to be sure…

The sign on the glass door reads “Elder Law Attorney.” You peer through that door but the office is empty–where is the elder law attorney? He is probably in the community making a house call–yes, elder law attorneys still make house calls. A paralegal and the elder law attorney first witnessed a dying man sign…