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Estate Planning & Administration

  • Feb 26, 2020Shana Siegel to Speak on Elder Care and Special Needs Law

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, will be speaking on elder care and special needs throughout the month of March.

    “I have dedicated my life to helping families facing aging, illness, and disability. It is imperative to take the time to learn your needs and goals and create individualized plans to give you peace of mind. By focusing on your goals, you can plan a holistic approach for both the unexpected and the inevitable,” said Siegel.

    About the Presentations

    On Tuesday, March 3, Siegel will present “Planning for Aging,” addressing getting one’s legal affairs in order and paying for long-term care, at the weekly Montclair Rotary Club lunch meeting. She will then discuss special needs planning for Hudson Milestones in Jersey City, which is an organization that offers a variety of programs to serve those who are intellectually or developmentally disabled at all stages of their life cycle, on Wednesday, March 18. These events are not open to the public, but for more information or to host a similar seminar, feel free to contact Siegel at ssiegel@norris-law.com.

    On Tuesday, March 24, Siegel will speak on health care decision-making at the “Five Wishes” workshop hosted by Westwood for All Ages in association with the New Jersey Health Care Quality Institute’s “Conversation of Your Life” (COYL) program, 4:30 – 6:30 p.m., at the Westwood Community Center. This free workshop will cover making care decisions, medical treatment, and what loved ones should know. The event will help participants consider their personal choices for health care and end-of-life wishes and draft a document to effectively communicate those wishes. To register for this free workshop, please email ww4allages@gmail.com or call (201) 834-4192.

    About Shana 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), she 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, Siegel 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. Siegel 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 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. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

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

  • Feb 24, 2020Norris McLaughlin Welcomes Two New Members to Pennsylvania Office

    The Pennsylvania office of law firm Norris McLaughlin, P.A., is pleased to welcome Christopher R. Gray and the Honorable Rebecca L. Warren (Ret.) as Members of the firm. Gray joins both the Tax, Trust, and Estates Practice Group and the Business Law Practice Group, while Warren will be a part of the Labor & Employment, Litigation, and Business Law Practice Groups.

    “We are grateful to have these two established attorneys join our team and look forward to enhancing our multiple practices at Norris McLaughlin. Our clients will benefit from the additional experience Chris and Rebecca are bringing,” said S. Graham Simmons, III, Administrative Partner of the firm’s Pennsylvania office.

    About Christopher Gray

    Gray focuses his practice in the areas of estate planning, estate administration, and income tax planning.

    In addition, Gray is experienced in corporate matters, business transactions, non–profit issues, health care governance, elder law, and general litigation. He represents high net-worth clients and their businesses in developing estate, gift, income tax, and succession planning strategies.

    Prior to joining Norris McLaughlin, Gray has worked both in private practice and with a financial strategies company advising affluent private clients on business investments, multigenerational estate preservation, and wealth planning.

    A long-time resident of Pennsylvania, Gray is a past officer of the Lehigh Valley Estate Planning Council, and currently serves on the Northampton Community College Foundation Board of Directors, where he is also Chair of its Planned Giving Committee.

    With 25 years of experience, Gray frequently presents on tax law and initiatives, estate planning tools and techniques, and asset protection.

    Gray received his J.D. from Thomas M. Cooley Law School, cum laude, in 1993 and his B.A. from Franklin and Marshall College in 1987. He also earned his LL.M. in Taxation from Georgetown University Law Center in 1994.

    “Our Practice Group has witnessed recent and robust growth. We are delighted to welcome Attorney Gray to join our Team at this auspicious time. Chris is a fine asset to our firm and to our clients,” said Judith A. Harris, Co-Chair of the Tax, Trust, and Estates Practice Group.

    About Rebecca Warren

    Warren devotes her practice to labor and employment, business and corporate matters, and general liability litigation.

    As a former in-house corporate attorney and having counseled businesses for over 25 years, Warren is acutely aware of the unique and varied legal needs of business clients. She has created thousands of customized legal documents for corporations, partnerships, LLCs, and sole proprietors. Warren is also well-versed in providing legal strategy and guidance regarding daily business issues and concerns ranging from employment matters to third-party disputes.

    As a former prosecutor, Warren is well-positioned to counsel clients in crisis management, internal and governmental investigations, and regulatory and business compliance. She has represented prominent clients in high-stakes and multi-million-dollar cases at the county, state, and federal levels in multiple states.

    In addition, Warren has extensive experience in insurance defense, white-collar crime, election law, health care, commercial law, estate practice and administration, family law, and real estate.

    Warren handles all aspects of litigation for her clients, having appeared in court on thousands of hearings, proceedings, arbitrations, jury and non-jury trials, and appeals. She was formerly appointed Solicitor for various non-profit organizations and government agencies and had regularly served as a county Arbitration panel member and Chairperson.

    Prior to joining Norris McLaughlin, Warren founded a multi-county law firm and real estate closing company and was a partner in a Philadelphia firm.

    Warren was elected as the first female District Attorney of Montour County by a 3:1 margin. In that role, she designed and implemented an intensive, personalized victim rights program; created the Multi-Disciplinary Investigative Team for child abuse cases to minimize trauma for minor victims; and collaborated with agencies to provide services and treatment for offenders.

    Warren received her J.D. from The Dickinson School of Law in 1991 and her B.A. with honors from Bloomsburg University in 1988.

    “We are excited to see growth within the firm and I am proud to be able to extend our team’s reach in Pennsylvania by adding Rebecca’s many years of experience. Having her in-house perspective, as well as her service as a District Attorney, will be a great addition to our group,” said Patrick T. Collins, Chair of the Labor & Employment Practice Group.

    Posted in: Business Law, Christopher R. Gray, Elder Care & Special Needs Law, Estate Planning & Administration, Hon. Rebecca L. Warren (Ret.), Labor & Employment, Litigation, News, Taxation | 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: , , ,

  • Nov 14, 2019Shana Siegel to Present on End-of-Life Care Planning in Woodbridge, New Jersey

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, will present “Just Do It: Planning for a Good Life and Death” at the New Jersey “Conversation of Your Life” (COYL) program. Hosted by the New Jersey Health Care Quality Institute, the free event will take place Friday, November 22, 10:00 a.m. – 12:00 p.m., at the Berkeley College Atrium in Woodbridge.

    About the Presentation

    “Planning for end-of-life is difficult for many to think about and discuss, but it’s extremely important to plan in advance for end-of-life care,” said Siegel.

    The presentation will cover the importance of advance care planning. Siegel will discuss planning for your health care needs, including medical power of attorney, health care proxy, and important documents; and planning for your financial needs. For more information, visit the COYL website.

    About Shana 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), she 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, Siegel 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. A past president of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA), Siegel 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 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. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

    About Norris McLaughlin

    Norris McLaughlin’s experienced elder care and special needs law attorneys go beyond traditional planning to address the needs of seniors and individuals with disabilities. Services offered blend estate planning with long-term care planning. The firm’s estate planning & administration attorneys have vast experience in all aspects of state, federal, and international tax law, with a particular emphasis on the planning and administration of trusts and estates.

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

  • Nov 08, 2019Shana Siegel to Speak on Advanced Care Planning in Somerset, New Jersey

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care and Special Needs Law Practice Group, will present “Advanced Care Planning” at the New Jersey “Conversation of Your Life” (COYL) program. Hosted by the New Jersey Health Care Quality Institute, the free event will take place on Tuesday, November 12, 7:00 – 9:00 p.m., at the Franklin Township Public Library in Somerset.

    About the Presentation

    “One of the hardest things for people to talk about is planning for end-of-life care. Our programs cover topics beyond the ones people are even thinking about, and the COYL programs are the perfect outlet for us to be able to do so,” said Siegel.

    The presentation will cover the importance of advanced care planning. Siegel will discuss planning for your health care needs, including medical power of attorney, health care proxy, important documents, and planning for your financial needs. For more information, visit the COYL website.

    About Shana 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), she 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, Siegel 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. Siegel 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 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. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

    About Norris McLaughlin

    Norris McLaughlin’s experienced elder care and special needs law attorneys go beyond traditional planning to address the needs of seniors and individuals with disabilities. Services offered blend estate planning with long-term care planning. The firm’s estate planning & administration attorneys have vast experience in all aspects of state, federal, and international tax law, with a particular emphasis on the planning and administration of trusts and estates.

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

  • Nov 04, 2019Norris McLaughlin Named Best Estate Planning Attorneys by The Morning Call

    Law firm Norris McLaughlin, P.A., is proud to be voted “Best Attorney/Estate Planning” by The Morning Call readers for the 2019 Readers’ Choice. The 16th annual Readers’ Choice Showcase was hosted on November 2 at Artsquest Center in Bethlehem.

    “We are honored to be voted by our clients and friends as ‘Best Attorney/Estate Planning.’ It is truly a pleasure to see the impact our attorneys make within our local communities,” said John N. Vanarthos, Chairman of the firm.

    About the Estate Planning & Administration Attorneys

    The Norris McLaughlin estate planning & administration attorneys have vast experience in all aspects of state, federal and international tax law, with an emphasis on the planning and administration of trusts and estates. The goal is to assure that assets pass to the intended beneficiaries at as little cost as possible, including minimizing state and federal tax burdens which may require the use of sophisticated and creative planning techniques.

    In many complex matters, especially those involving high-assets, Norris McLaughlin has the advantage of being able to work with attorneys from other practice areas including those with experience in litigation, corporate, tax, real estate, immigration, matrimonial, family, elder care, and special needs law.

    About Norris McLaughlin

    The individuals and families Norris McLaughlin counsels benefit from the same personal attention, human touch, and unwavering confidentiality that distinguish the services provided to corporate clients. The attorneys’ combination of experience and diligence is invaluable in helping individuals navigate through transitional periods and difficult life events. The firm is there for clients when they are changing careers and planning for the future of their family. Norris McLaughlin handles complex and sophisticated tax matters, including the negotiating and structuring of employment and severance agreements and the planning and administration of trusts and estates, to preserve a lifetime of hard work and achievement. Similarly, the firm handles sensitive matters, like divorce and white-collar criminal allegations, with the utmost care and consideration for the personal and financial well-being of the individual and their family. The attorneys at Norris McLaughlin successfully resolve matters to the satisfaction of our clients by applying our decades of experience, with special attention to the personal needs of each individual.

    In response to the changing needs of clients and the business community, Norris McLaughlin merged in 2009 with Tallman, Hudders & Sorrentino, the largest independent commercial firm in the Lehigh Valley, Pennsylvania. Since then, the firm has continued to grow, remembering its culture and values, and keeping its footprint in the Lehigh Valley for over 100 years. Norris McLaughlin and its attorneys have historically been committed to the Lehigh Valley community, where may attorneys, clients, and staff live and do business – to make them better places to live, work, and play. The firm’s attorneys hold prominent leadership positions in various organizations throughout the Lehigh Valley, and many have been honored for the work they do in the community.

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

  • Oct 29, 2019Shana Siegel and Lori Kayne to Speak at West Orange Conversation of Your Life Event

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, and Lori Kayne, the firm’s Geriatric Social Worker, will present “Advanced Care Planning” at the West Orange Conversation of Your Life (COYL) Series. The free event will take place on Wednesday, October 30, 1:00 – 2:30 p.m., at the West Orange Library.

    About the Presentation

    “Long-term care planning addresses much more than health care needs, family dynamics, personal values, and resources available. Our goal when discussing the planning process is to offer continued guidance, advocacy, and support as changes in health, finances, and lifestyle occur,” said Siegel

    Kayne added, “Throughout the planning process, we create relationships and assist families in preparing for challenges that may arise from aging, illness, and disability that they may or may not be aware of.”

    The presentation will conclude the West Orange COYL two-week series and will cover the importance of advanced care planning. Siegel and Kayne will discuss planning for your health care needs, including medical power of attorney, health care proxy, and essential documents. For more information and to register, please click here.

    About the Presenters

    Shana 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), she 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, Siegel 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. Siegel 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 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. She earned her J.D. from Georgetown University, with honors, in 1994 and her B.A. from Barnard College, with honors, in 1989.

    Lori Kayne

    Kayne has been working in the health care field for over 20 years. In collaboration with clients’ 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.

    About Norris McLaughlin

    Norris McLaughlin’s experienced elder care and special needs law attorneys go beyond traditional planning to address the needs of seniors and individuals with disabilities. Services offered blend estate planning with long-term care planning. The firm’s estate planning & administration attorneys have vast experience in all aspects of state, federal, and international tax law, with a particular emphasis on the planning and administration of trusts and estates.

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

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