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Estate Administration

  • 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: , , , , , , , , , , , ,

  • Nov 01, 2017Judith Harris Presents to LVHN Physicians

    Judith A. Harris, a Member with Norris McLaughlin, P.A., recently participated in the fourth and final of Lehigh Valley Health Network’s (LVHN) 2017 financial, estate, and tax planning seminars to physicians at its Cedar Crest and Muhlenberg Campuses.  This year’s presentations are part of a multi-year effort of the LVHN Office of Philanthropy to make such planning seminars available to its physicians and other employee groups of LVHN.

    Harris’ panel presentation focused on estate and tax planning, as well as asset protection strategies for physicians and their families.  The presentation, entitled “Financial Grand Rounds: Comprehensive Planning for Physicians,” also included Robert H. Brown, CLU©, ChFC©, AEP©,  a financial planner and the proprietor of Lehigh Valley Investment Group, Retirement and Income Specialists, and was introduced and led by Dr. John Jaffe, of Physician Integration Strategies LLC, who is former Executive Medical Director of the Lehigh Valley Physician Organization.

    Jane Wrisley, the Vice President of the LVHN Office of Philanthropy, believes the Financial Grand Round presentations are a service to physicians.  Wrisley observed, “They work so hard for our patients, we want to provide a convenient opportunity for them to attend an educational forum.”

    Harris has over 30 years of experience in the areas of wills and trusts, estate planning, estate administration, and taxation.  In addition to creating estate plans from the most basic to the most sophisticated wills, revocable trusts, powers of attorney, and living wills, Harris’s areas of practice include business matters involving corporations, partnerships, and limited liability companies and planning for business succession.  Harris’s practice also includes charitable trusts and foundations; and representation of estates, trusts, and beneficiaries in disputes before the Orphans’ Court.  She routinely handles the resolution of tax controversies for businesses and individual taxpayers before various divisions (Civil, Criminal, and Collection) of the Internal Revenue Service, and the Pennsylvania Department of Revenue.  These cases often involve the resolution of estate, business, and individual audits; or collection efforts such as liens, levies, and garnishments by the IRS and state taxing authorities.  In her work as an estate planning attorney, Harris frequently structures the optimal transfer of a client’s wealth and business interests to younger generations in order to minimize tax consequences.  Harris earned her LL.M. in Taxation from Villanova University School of Law in 1991, her J.D. from American University in 1986, and her A.B., cum laude, from Bryn Mawr College in 1983.

    Posted in: Estate Planning & Administration, Judith A. Harris, News | Tags: , , , , , , ,

  • May 23, 2017Jill Lebowitz Installed as NJSBA Real Property, Trust & Estate Law Section Chair

    Jill Lebowitz, a Member of the Bridgewater-based law firm Norris McLaughlin, P.A., and Immediate Past Vice Chair of the New Jersey State Bar Association (NJSBA) Real Property, Trust & Estate Law Section, was installed as Chair of the Real Property, Trust & Estate Law Section on May 18, during and in conjunction with the NJSBA Annual Meeting and Convention at The Borgata Hotel Casino and Spa in Atlantic City.

    “It is a privilege to be part of the NJSBA Real Property, Trust and Estate Law Section.  I am honored to begin my term as Chair and look forward to serving our members and continuing the great work done by previous Chairs,” said Lebowitz.

    The NJSBA serves, protects, fosters, and promotes the personal and professional interests of its members.  It serves as the voice of New Jersey attorneys to other organizations, governmental entities and the public with regard to the law, legal profession, and legal system; and promotes access to the justice system and fairness in its administration.  The organization fosters professionalism and pride in the profession, as well as within NJSBA.  It provides educational opportunities to New Jersey attorneys to enhance the quality of legal services and the practice of law, and to the New Jersey public to enhance awareness of the legal profession and legal system.  The Real Property Trust and Estate Law Section discusses developments in real property, trust, and estate law, including the creation and administration of estates, wills, and trusts.

    Lebowitz devotes her practice to estate planning, trust and estate administration, and counseling tax-exempt organizations.  She is experienced in drafting sophisticated estate planning instruments and counseling individuals and families regarding estate, gift and generation-skipping transfer tax issues.  Lebowitz advises clients on the development of both simple and complex estate plans, philanthropic planning and business succession issues.  She is experienced in drafting estate planning instruments, including wills, insurance trusts, dynasty trusts, charitable trusts, grantor retained annuity trusts, qualified personal residence trusts, shareholders agreements, limited liability company operating agreements, durable powers of attorney, and advance directives for health care.

    In addition, Lebowitz handles all aspects of trust and estate administration, as well as fiduciary litigation.  She prepares federal and state estate and inheritance tax returns and federal gift tax returns.  She is knowledgeable in drafting disclaimers and agreements regarding post-mortem planning, informal distribution agreements, judicial fiduciary accountings, and handling court proceedings to effect final distribution of estates and trusts.  She also counsels individuals and financial institutions regarding their fiduciary duties as personal representatives and trustees, including advising on legal and tax issues, as well as issues in connection with administering trusts.  She also assists individuals, families and fiduciaries with all aspects of fiduciary litigation.

    Lebowitz regularly advises tax exempt organizations regarding federal tax exemption issues, state charitable registration filings, and governance issues.  On behalf of tax-exempt organizations, she drafts nonprofit corporation documents and prepares federal applications for tax exempt status, state charitable registration filings, and state property tax and sales tax exemption applications.  She has extensive experience advising individuals, family and corporate foundations, and tax exempt organizations on nonprofit corporate governance, private foundation excise taxes, domestic and international grant-making, executive compensation, excess benefit rules and intermediate sanctions, unrelated business income, scholarship programs, and fundraising issues.

    Lebowitz earned her LL.M. in Taxation from New York University School of Law, her J.D. from Rutgers University School of Law—Newark, and her B.A. from New York University.

    Posted in: Estate Planning & Administration, Jill Lebowitz, News | Tags: , , , , , , , , ,

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