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  • Apr 15, 2019Michael Reilly in Panel Discussion at The Cooperator Expo New York

    Michael T. Reilly, a Member of law firm Norris McLaughlin, P.A., participated in the panel discussion “Homesharing and Subletting in the Airbnb Era – New Rules and Best Practices to Protect Your Investment” at The Cooperator Expo New York, Thursday, April 11, at the New York Hilton Midtown in New York.

    Reilly discussed the rise of Airbnb and other homeshare platforms and the latest developments in the homeshare economy; how it’s impacting property owners and building administrators in the city; and what you can do to strike a balance between residents’ rights and protecting your property.

    The Cooperator Expo New York is one of New York’s biggest co-op, condo, and apartment expos, with more than 300 exhibitors. Attendees get advice from industry experts and network with peers while learning about the latest building services.

    Reilly devotes his practice to real estate, construction, finance, landlord tenant litigation, and probate matters.  He advises cooperative and condominium boards and homeowner associations on corporate governance, financing, construction contracts, commercial leases, regulatory compliance, utility procurement, and insurance recovery matters. He also provides general counsel advice to not-for-profit corporations that provide supportive housing and social services to elderly, economically disadvantaged, and developmentally disabled residents. He represents corporate entities, individuals, and trusts in the purchase, sale, and lease of commercial properties, condominium units, cooperative apartments, loft spaces, time-share properties, single and multi-family homes, and undeveloped land. Reilly helps owners obtain acquisition financing and negotiate the refinancing and restructuring of underlying mortgages and lines of credit, he advises real estate investors in Internal Revenue Code Section 1031 like-kind exchanges.

    In addition, Reilly litigates commercial and residential landlord tenant cases in New York Civil and Supreme Courts. He has represented condominium boards in common charge collection and unit owner default cases, and successfully negotiated with commercial developers and neighboring buildings to secure license, access, and indemnity agreements on behalf of landlords during construction. He regularly appears before city and state regulatory agencies, including the New York City Environmental Control Board, the New York City Department of Buildings, and the New York City Department of Housing Preservation and Development, defending landlords and tenants in municipal, construction, environmental, criminal, fire, and building code violations. He has successfully prosecuted non-primary residence proceedings on behalf of regulated housing landlords.

    Reilly received his B.A., Government, from Hamilton College in 1998, his J.D. from Tulane University Law School in 2001, and his LL.M., Taxation, from Boston University School of Law.

    Posted in: Cooperative ("Co-op") and Condominium Law, Estate Planning & Administration, Michael T. Reilly, News, Real Estate & Finance | Tags: , , , ,

  • Apr 04, 2019Robert Donatelli Reappointed to the City of Allentown Board of Ethics

    Robert E. Donatelli, a Member of law firm Norris McLaughlin, P.A., has been reappointed to the City of Allentown Board of Ethics, which is responsible to administer the City’s Code of Ethics. He was reappointed by Allentown Mayor, Ray O’Connell, with the advice and consent of Council. His second 3-year term will run through December 15, 2021.

    Donatelli has over 40 years of experience in estate administration, wills and trusts, and real estate law. He helps clients with all aspects of estate planning – will preparation, tax issues, guardianships, powers of attorney, living wills, living trusts, and special needs trusts; and to estate administration – the process of probate, valuing, and managing the estate, executing decisions on guardianships and conservatorship.

    In real estate law, he advises clients on matters of residential and commercial sales transactions, real estate contracts, mortgages, re-finances, foreclosures, eminent domain, title insurance, and title disputes. He handles land use, zoning, and permit matters.

    Donatelli is AV® Preeminent™ Peer Review Rated by Martindale-Hubbell®. He is a former solicitor of the Register of Wills of Lehigh County; is active in the Bar Association of Lehigh County, where he served as President in 1985; and is a member of the Barristers Inn of Court, where he also served as President. Donatelli received his A.B. from Muhlenberg College in 1960, and his J.D. from University of Kansas School of Law in 1963.

    Posted in: Estate Planning & Administration, News, Real Estate & Finance, Robert E. Donatelli | Tags: , , , ,

  • Jan 11, 2019Norris McLaughlin Welcomes Elder Law Group

    The law firm Norris McLaughlin, P.A., is pleased to welcome Shana Siegel, as a Member of the firm’s Elder Law Group. Siegel, along with her team, Lori Kayne, Geriatric Social Worker, and Laura Ocskay, Medicaid Specialist, join Norris McLaughlin from WanderPolo & Siegel. Siegel will be based out of the firm’s Bridgewater office, but will also be available at 28 Valley Road, Suite 1, Montclair, NJ, 07042, to continue serving her clients in that area.

    “As the chapter of WanderPolo & Siegel comes to a close, I am excited to be bringing my innovative elder law and life care planning practice to Norris McLaughlin. This will be the best of both worlds for my clients as they will continue to receive the same level of personal attention they have come to expect, and I will also have the resources at Norris to better serve the full range of my clients’ needs,” said Siegel.

    Siegel concentrates her practice in the area of Elder Law, focusing on representing seniors, individuals with special needs, and their families in connection with life care planning, public benefits, trust and estate planning, and long-term care advocacy. As one of the few Certified Elder Law Attorneys (CELA) in northern New Jersey to be certified by the National Elder Law Foundation (NELF), Shana has extensive experience in probate and estate administration, asset preservation, supplemental and special needs trusts, planning for disability, guardianship and estate litigation, resident rights, health care decision making, Medicare, Medicaid, and health insurance appeals.

    Prior to joining Norris McLaughlin, Shana was with WanderPolo & Siegel for over 10 years, five of which were as principal.  She has been involved in health and long-term care issues for over 25 years. She is a past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), where she regularly met with legislators and government officials on behalf of the elder law bar and their clients. In 2015, she was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP).

    Siegel earned her J.D. in 1994 from Georgetown University, honors, and her B.A. from Barnard College, honors, in 1989. She is a member of the New Jersey Women Lawyers Association, the State Bar Elder Law Section, the Life Care Planning Law Firms Association, and the Bergen and Essex County Bar Associations.

    “Shana’s practice will compliment and expand our Estate Planning & Administration practice, as elder care has become a big industry topic with the Baby Boomer generation. Shana has the client focus we value here at Norris McLaughlin, and we are pleased to welcome her and her team to the firm,” said John N. Vanarthos, Chairman of Norris McLaughlin, P.A.

    Kayne has been working in the healthcare field for over 20 years. In collaboration with client’s attorneys, she conducts Geriatric Assessments and develops detailed Life Care Plans to address any care, legal, or financial issues the client may have.

    Prior to joining the firm, Kayne was an Elder Care Coordinator at WanderPolo & Siegel. Kayne earned her M.S.S. from Bryn Mawr College in 1983, and her B.A., magna cum laude, from Bucknell University. She holds a Certificate in Elder Care from Stockton University, and a Certificate of Gerontology from Rutgers University.

    Ocskay specializes in preparing Medicaid applications, and acts as a coordinator and liaison between the attorney, client, and caseworker with regard to the Medicaid application process to ensure compliance with Medicaid rules and regulations. Prior to joining the firm, Ocskay served as a Medicaid Specialist at WanderPolo & Siegel. Before that, she was as a legal assistant for 12 years. She received her B.A. from Notre Dame College.

    Posted in: Elder Care & Special Needs Law, Estate Planning & Administration, News, Shana Siegel | Tags: , , , , , , , , , , , ,

  • Dec 27, 2018Michelle Forsell to Fill New Roles at Frederick Living

    Michelle M. Forsell, Of Counsel of law firm Norris McLaughlin, P.A., has been elected secretary of the Board of Directors and Chair of the Governance Committee of Frederick Living for 2019.

    Forsell’s new roles were announced at the November 12th board meeting of Frederick Living, a close-knit not-for-profit continuing care retirement community nestled in the countryside of Montgomery County in southeastern Pennsylvania.

    A lifelong resident of Pennsburg, Montgomery County, Forsell focuses her practice primarily on estate planning and administration. The former Solicitor to the Borough of East Greenville, she is the immediate past president of the Bar Association of Lehigh County, an American Bar Association Fellow, Master for the Villanova Law Inn of Court, and a Montgomery County Arbitrator. In her community, she serves on numerous boards including Frederick Living, a Mennonite Health Services not-for-profit continuing care retirement community; The Gulack Foundation; and the Upper Perkiomen YMCA. Forsell earned her B.A. from West Chester University of Pennsylvania in 1999, her J.D. from Villanova University School of Law in 2003, and her M.A. from Temple University in 2006. She is admitted to practice in Pennsylvania; the U.S. District Court, Eastern and Middle Districts of Pennsylvania; the U.S. Third Circuit Court of Appeals; and the U.S. Supreme Court.

    Posted in: Estate Planning & Administration, Michelle M. Forsell, Municipal Law, News | Tags: , , , , ,

  • Dec 19, 2018Michelle Forsell Elected to Board of UPVCC for 2019

    Michelle M. Forsell, Of Counsel of law firm Norris McLaughlin, P.A., has been elected to the board of the Upper Perkiomen Valley Chamber of Commerce for 2019.

    “We’re delighted to have Michelle join us on the UPV Chamber Board. In addition to being a very engaged and supportive member, she brings a new skill set and unrepresented profession to the table,” said Luanne Stauffer, President of the UPVCC.

    UPVCC strives to be the most trusted strategic partner for the Upper Perkiomen Valley by providing leadership and vision to foster economic vitality and enrich the quality of life.

    A lifelong resident of Pennsburg, Montgomery County, Forsell focuses her practice primarily on estate planning and administration. The former Solicitor to the Borough of East Greenville, she is the immediate past president of the Bar Association of Lehigh County, an American Bar Association Fellow, Master for the Villanova Law Inn of Court, and a Montgomery County Arbitrator. In her community, she serves on numerous boards including Frederick Living, a Mennonite Health Services not-for-profit continuing care retirement community; The Gulack Foundation; and the Upper Perkiomen YMCA. Forsell earned her B.A. from West Chester University of Pennsylvania in 1999, her J.D. from Villanova University School of Law in 2003, and her M.A. from Temple University in 2006. She is admitted to practice in Pennsylvania; the U.S. District Court, Eastern and Middle Districts of Pennsylvania; the U.S. Third Circuit Court of Appeals; and the U.S. Supreme Court.

    Posted in: Estate Planning & Administration, Michelle M. Forsell, Municipal Law, News | Tags: , , ,

  • Nov 07, 2018James J. Costello, Jr. to Present on Using Trusts in Estate Planning and Asset Protection

    James J. Costello, Jr., a Member of law firm Norris McLaughlin, P.A., and Co-Chair of its Trust, Estate and Individual Tax Group, will be a featured speaker at “Using Trusts in Estate Planning and Asset Protection,” sponsored by The National Business Institute (NBI).  The seminar will take place at the Courtyard Princeton on Thursday, November 15, and Friday, November 16, from 9:00 am to 4:30 pm.

    The seminar will address the effective use of trusts in estate planning and asset protection. Presenters will explore a variety of planning tools that will help tailor a trust that fits the client’s specific situation. CLE, CPE, IACET, and PACE credits are available. For more information or to register, please visit the NBI’s web site here.

    Costello focuses his practice on estate planning and administration, litigation and disputes among beneficiaries, general federal and state tax law and controversies, and the formation, dissolution, purchase, sale and mergers of all types of closely-held business entities.

    Costello represents individuals in all aspects of general and sophisticated estate planning, including drafting wills, lifetime and testamentary trusts, powers of attorney, health care directives, prenuptial agreements and co-habitation agreements, employing sophisticated strategies when warranted matters include family limited liability companies (“LLCs”), sales to intentionally defective grantor trusts, spousal lifetime access trusts (“SLATS”), dynasty trusts and charitable trusts.  His representation of fiduciaries covers all aspects of estate and trust administration, including preparation and filing of federal and state estate and income tax returns; representation in IRS and New Jersey Division of Taxation audits; litigation and disputes among beneficiaries; preparation and filing of federal and state estate and inheritance tax returns; and defending those returns on audit.

    Costello has published articles and lectured extensively to civic and professional groups on estate planning, elder law, and tax law topics.  He is a former Trustee and Advisory Board Council member of Alzheimer’s New Jersey (formerly known as the Greater New Jersey Chapter of the Alzheimer’s Association), and a former Trustee and Secretary of the Bernardsville Library Foundation, Inc. and currently serves on the Vestry of the Church of St. John on the Mountain in Bernardsville. Costello earned his J.D. from Western New England College School of Law and his M.L.T. from Georgetown University Law Center.

    Posted in: Estate Planning & Administration, James J. Costello, News | Tags: , , , , , , ,

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