Abbey M. Horwitz

  • Jun 10, 2020Special Needs Spotlight Webinar Series: Creating a Letter of Intent and a Life Plan

    The law firm Norris McLaughlin, P.A., is pleased to present this Special Needs Spotlight Webinar Series. In the fourth session, “Creating a Letter of Intent and a Life Plan,” Abbey M. Horwitz, a Member of the firm, will speak with Elizabeth McKenna, CFP and Chartered Special Needs Consultant, and Heidi Rome, an internationally-recognized expert on the autism journey for mothers.

    Creating a Letter of Intent and a Life Plan

    When: Wednesday, June 17, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About the Presenters

    Abbey Horwitz, Esq.

    Abbey practices exclusively in the area of estate planning and administration. She assists individuals and families with estate and tax planning in both New Jersey and New York, preparing both simple and complex estate plans for her clients as appropriate to ensure their assets are distributed consistent with their wishes. Abbey is experienced in preparing wills, insurance trusts, revocable trusts, qualified domestic trusts, grantor-retained annuity trusts, qualified personal residence trusts, charitable trusts, supplemental benefits trusts, durable powers of attorney, and advance directives for health care.

    In addition, Abbey handles all aspects of trust and estate administration in New Jersey and New York. Her estate administration practice includes preparing estate, trust, and guardianship pleadings, estate and trust accountings, estate and inheritance tax returns, and preparing releases and waivers for distributions from estates and trusts; and handling estate and inheritance tax audits,

    As a parent of a child with special needs, Abbey is uniquely qualified to relate to and advise clients with planning for their special needs child. She prepares special needs trusts and other estate planning documents that are available to clients in planning for their children’s futures. Abbey is an active volunteer with P.G. Chambers School in Cedar Knolls, New Jersey. The school, which serves ten counties in northern New Jersey, helps children with disabilities lead full, productive lives; develop confidence in their own unique abilities; and engage in the community through education and therapy. She is a member of the P.G. Chambers Board of Trustees and serves on the Development Committee.

    Elizabeth McKenna, ChSNC™, CFP®

    Elizabeth of Merrill Lynch Wealth Management has over 20 years of experience in the financial services industry and has been in practice as a financial advisor since 2000. In 2008, she earned her CERTIFIED FINANCIAL PLANNER™ certification. Elizabeth also holds the Chartered Special Needs Consultant® designation. As a Portfolio Manager, she can help clients pursue their objectives by managing on a discretionary basis my own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.

    Through wealth management and education, Elizabeth strives to work with clients and their families to overcome life’s financial challenges and help them develop a financial design that will offer them an opportunity to sleep better at night. She takes a collaborative approach to develop a personalized plan that addresses the client’s unique financial goals. While she has the capability to address the needs of any investor, Elizabeth has a particular emphasis on serving the families and individuals with special needs and eldercare who have unique financial challenges. She also offers guidance on investment portfolios, liquidity issues, risk tolerance, concentrated stock and restricted stock management, retirement transition, and wealth transfer strategies.

    Heidi Rome, MBA

    Heidi has just launched her book, “You Just Have to Love Me: Mothering Instructions from My Autistic Child,” which became the #1 New Release bestseller in three categories on Amazon during the pre-order period before it was even released. The book is based on a profound exchange with her autistic, nonverbal son Ethan, in which he described via typing his own experience of his autism as a spiritual journey. This encounter soothed her soul and transformed her attitude out of a suffering state and into a peaceful purpose.

    Heidi is the Autism Mom Coach and founder of Moms Spectrum Oasis. As Mom to Ethan and his remarkable older brother, Eric, her guidance is for all moms who have children with any difficulty, not only autism. After all, every human child has challenges; autism just ramps up the intensity of the challenge and the level of strength and resilience parents need in the face of it. Heidi has shared about her experiences, challenges, and successes getting Ethan’s needs met in all kinds of settings over the years, determined to reach and encourage anyone connected with someone touched by autism.

    About the Special Needs Spotlight Webinar Series

    Throughout this series, Shana Siegel, a Member of the firm and Chair of its Elder Care & Special Needs Law Practice Group, and her guests will address legal, financial, care, and psychosocial issues, such as guardianship, public benefits, ABLE accounts, life care planning, supported decision-making, residential options, etc. To save the dates for future segments, please click here.

    Posted in: Abbey M. Horwitz, Elder Care & Special Needs Law, Events | Tags: , ,

  • Jan 06, 2020Dean Roberts and Abbey Horwitz to Present on Estate Planning and Trust Ownership for Co-op Shareholders

    Dean M. Roberts and Abbey M. Horwitz, Members of law firm Norris McLaughlin, P.A., will speak to the shareholders of Morningside Heights Housing Corporation. The presentation will take place Saturday, January 11, 2:00 – 3:30 p.m., and again on Thursday, January 16, 7:00 – 8:30 p.m., in New York City.

    About the Presentation

    Topics to be discussed include how estates are handled in the state of New York, what shareholders can do to create a more seamless process to protect their assets, and the forms and uses of trusts available to the shareholders of Morningside Gardens. Throughout the presentation, Roberts and Horwitz will answer questions from attendees.

    “Often, co-op shareholders forget the importance of including the cooperatives when thinking about their estate planning and trust administration, so I feel it is crucial to let them know that they have options and we’re here to help,” said Roberts. Horwitz added, “Estate planning and trust administration is much more complex than just making a will. It is essential to make people aware of what services are available to them.”

    About the Presenters

    Dean Roberts

    Roberts focuses on real estate litigation with a sub-specialty in the representation of cooperative housing corporations and condominiums. He has handled all facets of condominium and cooperative ownership from sponsor/purchase and conversion to representing well-established tenant-shareholder Boards of Directors. Roberts also represents cooperative corporations and moderate-income co-ops in all areas of litigation, including landlord/tenant litigation.

    Through his involvement with the Coordinating Council of Cooperatives, Roberts is active in court reform efforts and the cooperative movement. In his community, he works to promote affordable housing as a director of the Cooperative Development Fund Board of Advisors and other housing programs.

    Roberts earned his J.D. from Rutgers School of Law – Newark in 1987 and his B.A. from Rutgers, The State University of New Jersey, Rutgers College, in 1982.

    Abbey Horwitz

    Horwitz practices primarily in the area of estate planning and administration.  She is experienced in preparing wills, revocable and irrevocable trusts, durable powers of attorney, advance directives for health care, and other estate planning documents.  She is also experienced in administering estates and trusts, including counseling executors and trustees; preparing estate, trust, and guardianship pleadings; preparing estate and trust accountings; preparing estate tax returns; handling estate tax audits; and preparing releases and waivers for distributions from estates and trusts.

    In addition, Horwitz has experience preparing corporate and LLC filings, including certificates of incorporation, articles of organization, bylaws, operating agreements, and IRC 501(c)(3) filings.

    Horwitz earned her LL.M. in Taxation from Villanova University in 2018; her J.D. from New York Law School in 2006; and her B.A. from Washington University in St. Louis in 2000.

    Posted in: Abbey M. Horwitz, Cooperative ("Co-op") and Condominium Law, Dean M. Roberts, Estate Planning & Administration, News | Tags: , , ,