Caldwell Estate Planning Lawyers

Karen Edler is the founder of the Price, Meese, Shulman & D'Arminio, P.C. Education Law Group. She advocates for parents and students to obtain a free, appropriate public education for students with disabilities under the Individuals with Disabilities Education Act (“IDEA”), Section 504 & related laws. Ms. Edler's services include reviewing Individual Education Plans (“IEP”) & Section 504 Plans, attending meetings and filing due process petitions when necessary. Ms. Edler represents students with any educational issues including academic issues, school disciplinary cases, bullying cases and collegiate academic and disciplinary matters. Ms. Edler handles special needs planning, Special Needs Trusts, guardianship...

"Marty is one of the most compassionate and extraordinary lawyers that I have ever had the pleasure of working with. He is passionate about the law and diligent about getting the best outcome for his clients. My husband and I will always be grateful that we engaged him in our real estate transaction. He and his staff made all the difference for us." – Valerie W, NJ With a combined 60 years of experience, the Law Office of Martin Liberman has been faithfully helping the people of New Jersey for over 35 years. We specialize in real estate law, civil litigation,...

I began my career on my own right after I finished working for a Judge. I had no idea how to be a lawyer or how to be a business man so I jumped into the deep end of the swimming pool on my own. I spoke to other attorneys and I read books to help me learn how to practice law and how to run my office. I sometimes felt that the way I was being taught to run the office was unusual and the reality of being a lawyer was very different from what I had in mind...

Why I became a Real Estate & Probate Attorney focusing on Protecting People’s Future Since founding the firm, I've had the pleasure of working with countless families. I take my job as a counselor very seriously and take great pride in assisting the families that walk through our doors. Every day, I strive to become a better practitioner and to offer more options and better advice to my clients, and this makes me very happy, and it is one of the most rewarding experiences of my life. I've also had the good fortune of partnering with a great individual who complements me...

I have been practicing law since 1983, admitted in NJ and NY. A graduate of Rutger's Law School, I practice in the areas of elder law, estate planning and administration, special needs planning, probate and guardianship litigation, Social Security and SSI disability appeals. Before attending law school, I worked for the Social Security Administration adjudicating claims for benefits under the Social Security, SSI, Medicare and Medicaid programs. I served as law clerk to Hon. Herbert S. Alterman, J.S.C. I am board-certified as an elder law attorney. I am also accredited by the U.S. Department of Veterans Affairs to prepare, present...

Elizabeth Manzo is a shareholder of the firm of Lindabury, McCormick, Estabrook & Cooper, P.C. She concentrates her practice in ERISA and employee benefits law, elder law, trust and estate planning, and estate litigation. In 2016 Elizabeth became a Certified Elder Law Attorney, recognized by the National Elder Law Foundation which is the only organization approved by the American Bar Association to offer this designation. Only 400 attorneys nationally have achieved the designation of CELA approved.

Elizabeth received a B.A. from Rutgers College in New Jersey where she graduated as a Henry Rutgers Scholar with high honors. She received a...

My practice is a holistic one. Rockaway is a small exurban town. As such, a certain neighborly attitude is required which includes pro bono work, volunteerism and maintaining ones reputation as a fair, just, and equitable advocate among clients and the community. There is also time to play and enjoy doing things that are of interest. I volunteer in a local soup kitchen, shoot skeet (but not hunt), and study Americana. I especially enjoy my six grandchildren who reside nearby. I am a graduate of Boston Latin ('60), Boston University ('64), Rutgers Law School ('67), and studied ASL (American...

I have been representing clients in connection with estate planning and tax matters for almost 30 years. I focus first on understanding the client's objectives. I spend time learning about my client's goals, their family and their values. While tax savings is always an important objective, I do not let that be the sole determining factor when we design the plan together. Rather, I design a plan to accomplish the client's objectives in a tax efficient manner. Responsiveness to my client's requests and needs is paramount.

PARAG P. PATEL, ESQ. is a tax attorney with the Patel Law Offices in New Jersey. Mr. Patel’s practice concentration is in tax, business transactions, international tax planning and estate planning. Mr. Patel’s expertise is in all stages of civil and criminal tax controversies including, international tax law, offshore bank accounts and disclosures, civil/criminal examinations, IRS administrative appeals, and other complex litigation. Since 2009, Mr. Patel also serves as Municipal Court Judge for Edison Township, NJ, one of the busiest municipal courts in the state. Edison Township Municipal Court has jurisdiction of vehicular violations, temporary...

Anne Marie Robbins has earned a reputation as a trusted legal advisor to individuals and families who wish to minimize the tax impact on their estates and prepare for the transfer of wealth to future generations. Working with her clients to achieve their specific goals, Anne Marie designs estate plans ranging from straightforward wills to complex trusts and charitable giving vehicles.

Anne Marie counsels clients on federal and state specific income and estate tax strategies that can be utilized to maximize the value of their estates. She counsels individuals, married couples, and stewards of closely-held family businesses. Her pragmatic approach...

In the course of providing legal services to clients, John often assists them in defining, planning, and meeting their personal and business needs in areas including individual and corporate tax planning, business transactions, estate planning and probate administration, and employee benefits. In addition, he provides legal representation to charitable nonprofit corporations, including private foundations and hospitals.

Andrew M. Wolfenson specializes in Divorce and Family matters, Bankruptcy, Civil Litigation, Real Estate, Municipal Court, and Expungements. A 1991 Graduate of the Fordham University School of Law, he is also the author of two fiction novels, "In His Own Defense" and "Deadly Fantasy: A Baseball Story", and serves as the Chairman of the New Jersey chapter of his college's Alumni Association.

Jim Estabrook is a shareholder of the firm of Lindabury, McCormick, Estabrook & Cooper, P.C. He has devoted most of his thirty-seven years with the firm attending to the legal requirements of privately held businesses. Jim has developed several areas of emphasis including federal and state estate and gift taxation, ERISA and employee benefits law.

Derek J. Soltis, Esq. is graduate of Rutgers School of Law Newark and an admitted attorney in the State of New York. Mr. Soltis also has an MBA in Management Systems with an International Business Designation from Fordham University Graduate School of Business and a Master of Science in Information and Communication Systems where he specialized in System Dynamics. While at Fordham Mr. Soltis graduated in the top 10% of class and was enrolled in Phi Kappa Phi the Collegiate Honor Society and Beta Gamma Sigma the Business Honors Society. Mr. Soltis's undergraduate degree is a BBA from the University...

Toni Ann Russo, Esq. has been providing quality legal services to the Northern New Jersey community for over 33 years. She is managing attorney at the Russo Petrullo Law Group, LLC formerly the Law Offices of Toni Ann Russo, LLC.

Toni handles most family law matters such as Divorce, Custody, Alimony, Child Support, Parenting time, Equitable Distribution, Domestic Violence Restraining Orders, DYFS/DCPP Child abuse and neglect.

Her passion and experience can give you the edge you need in the courtroom.

Elga Goodman is the owner of E.A. Goodman Law where she specializes in business and personal taxation issues, including domestic and international estate planning, the administration of trusts and estates, closely held business planning, and issues affecting the elderly.

As a trust and estate attorney she advises clients on estate planning techniques aimed at ensuring that assets pass to the intended beneficiaries, while minimizing the state and federal tax burdens by creating charitable trusts and foundations, planned gifting programs, and drafting wills, trusts, powers of attorney and living wills.

Elga handles general estate planning issues and counsel clients about planning for...

Wilson Family Law prides itself on educating its clients and empowering them with options on how to proceed with their family law matters. We educate our clients about the law and the judicial system, and help them understand and assess the best approach for them and their family. The process matters. Whether proceeding with collaboration, mediation, negotiation, or litigation, Wilson Family Law works with the client to create a plan that is tailored to meet their needs and needs of their family. We know that our clients’ issues are important to them, so they are important to us.

I am an attorney with Meyerson, Fox & Conte, P.A., a law firm in Montvale, New Jersey. Maintaining a diversified practice, my experience includes business law, real estate law, guardianship law, commercial and estate litigation and non-profit law. My practice is dedicated to helping New Jersey individuals, small businesses and family owned enterprises.

I concentrate my practice in Elder Law, which encompasses, but is not limited to, Estate and Trust Planning, Estate Administration, Asset Preservation and Protection, Disability and Special Needs Planning, Guardianship, and Medicaid.

My firm is completely client focused, and I do everything that I possibly can to give my clients the best experience possible. At Hynes Law Group, we are focused on creating lasting relationships by helping our clients to plan for all stages and ages. We are dedicated to serving our clients, providing them sound legal advice, empathizing with their needs, and working with their loved ones and...

Frank attended Franklin Marshall College and went on to study law at Seton Hall University Law School. After law school, Frank returned to his roots in Hoboken. Frank has an extensive range of experience and expertise handling the many different legal matters affecting the people and businesses in Hoboken and its vicinity.

Jennifer L. Alexander is a Partner of the firm who concentrates a majority of her practice on matters involving New Jersey Landlord-Tenant Law, Community Association Law, and Collections Law. She also handles Real Estate Transactions, Mediation, Land Use, and Municipal Court matters. She begins most days appearing in Landlord-Tenant Court or appearing on behalf of community associations in litigation matters and ends most of her days representing communities in board meetings. Ms. Alexander oversees the firm’s Landlord-Tenant Department. Under Ms. Alexander’s leadership, the firm represents local and national corporate and individual landlords. Representation includes non-payment cases, "for-cause” cases, lease...

Don’t know how you are going to pay your bills? A Morris County bankruptcy lawyer from the Law Offices of Scott J. Goldstein may be able to help. Mr. Goldstein represents both business and individual clients throughout New Jersey and New York as they go through the bankruptcy process. Mr. Goldstein is a cum laude graduate of the Duke University School of Law, and he holds memberships with several legal organizations, including the National Association of Consumer Bankruptcy Attorneys and the American Bar Association. He has been a lecturer on bankruptcy law matters on online continuing legal education...

My areas of practice include asset protection and preservation, business formations and succession planning, corporate governance, estate planning, real estate and commercial transactions, and tax planning.

My experience encompasses counseling business owners in matters pertaining to entity formation and initial start-up strategies, and the structuring of sales and acquisitions. I prepare and advise business owners on matters pertaining to buy-sell agreements, operating agreements and shareholder agreements, asset transfers, and succession planning issues. In addition, I counsel clients in matters involving estate and tax planning, including tax audits and related issues, working together with them and their financial advisors on structuring and...

Elizabeth Candido Petite is a member of Lindabury’s Wills, Trusts and Estates practice group where she concentrates her practice in the areas of estate planning and administration and tax law. Elizabeth is experienced in preparing estate planning documents including wills, revocable and irrevocable trusts, durable powers of attorney and advance directives for health care.

Elizabeth also has experience creating and funding family limited liability companies and other corporate structures to transfer personal wealth and family businesses to the next generations. She offers practical solutions to problems, large and small, so that her clients have confidence that their assets are...

Daniel S. Swinton, Esq. Mr. Swinton received his J.D. at Pace University School of Law from which he graduated Cum Laude, as a Ranking Scholar and winner of the American Jurisprudence Award for Excellent Achievement in the Study of Wills and Trusts. Mr. Swinton is a contributing author of "Generations - Planning Your Legacy" (Esperti Peterson Institute 1999) and "Strictly Business" (Quantum Press 2002). In addition to his membership in the National Association of Elder Law Attorneys (NAELA) Mr. Swinton is a member of the American Bar Association, New Jersey State Bar Association, and the Union County Bar Association.

Steven W. Tarta has been providing concentrated Estate Planning and Elder Law services since 1992. His focus has been on "Asset Preservation" resulting in the elimination or reduction of Federal and New Jersey Estate Taxation by the use of Revocable and Irrevocable Trusts such as Life Insurance Trusts, Qualified Personal Residence Trusts(estate planning for real estate), Revocable Living Trusts among other estate planning tools. Mr. Tarta provides a conservative and professional approach which analyzes the client's objectives and considers the nature of the client's assets and liabilities and thereafter matches the aforementioned to an appropriate strategy for Asset Preservation. ...

For over 30 years, Amie has concentrated her practice in estate and succession planning, as well as complex probate and estate administration. Amie advises high net worth (oftenmultigenerational) clients regarding sophisticated estate planning with an emphasis on estate, gift, generation-skipping transfer and income tax planning. Amie is a sought-after speaker on a variety of estate planning topics, and she has spoken to attorneys on ethical issues confronting Trusts and Estate Practitioners at New Jersey Institute for Continuing Legal Education (ICLE) as well as the National Business Institute, as well as to attorneys and accountants at the UJA Federation Endowment Foundation...

Licensed to practice law in New Jersey, New York and before the United States Patent & Trademark Office. Licensed Professional Engineer in the state of New York and LEED AP professional. Member of Justice Morris Pashman American Inn of Court and Hudson-Bergen Transaction Counsel Inn.

Frank K. Mulhern, Esq., CPA, NY & NJ Bar, received his B.S in Accounting from Fordham University and his Juris Doctorate degree from New York Law School and is an experienced and successful Attorney/CPA for over 25 years specializing in the following areas:

• Real Estate and Commercial Purchases and Sales – Planning & Administration of Closings.
• Taxation - Audits/Controversies, Planning, Compliance for businesses and individuals.
• Estate Planning/Administration, Wills, Wealth Preservation & Business Succession.
• Business Law

Real Estate – Successful closing representation and planning as to the legal, tax and accounting aspects of the sales and purchases of residential real estate and...

Anthony Arturi, Esq. provides dedicated, energetic and loyal representation to his clients to efficiently protect and advance their interests. He has 23 years of experience in representing large and small clients alike, in matters involving real estate transfers and development, finance, contract and business litigation, commercial litigation, employment law, shareholder disputes, contract and real estate disputes, appellate practice, legal ethics, criminal defense and personal injury matters. His representative clients include real estate developers, industrial service companies, shopping center owners, banks and private lenders and numerous small business owners. Mr. Arturi is admitted to practice law in...