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Estate Planning & Administration

  • Aug 11, 2020Taking Charge: Advance Care Planning for Retirement

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will co-present the free webinar, “Taking Charge: Advance Care Planning for Retirement,” hosted by the New Jersey Health Care Quality Institute as part of their Conversation of Your Life (COYL) series.

    About Advance Care Planning for Retirement 

    Shana, along with Michele Smith, Hospice Liaison of Compassionate Care Hospice, and Heather Darling, Morris County Surrogate, will discuss setting realistic goals to effectively plan for retirement and how to follow through as early as possible. Discussion topics will include:

    • Advance Care Planning
    • Advance Directives
    • Elder Law
    • Estate Planning
    • Hospice
    • Palliative Care

    When: Tuesday, August 18, 2020

    noon – 1:00 p.m.

    Registration: njhcqi.org

    About Shana Siegel

    Shana 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.

    Shana 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, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association. She is active with the Long Term Living Association, several local chambers of commerce, and Jewish philanthropies.

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

  • Jul 21, 2020Jill Lebowitz to Speak on New Jersey Inheritance Tax at NJICLE Estate Planning Summer Institute

    Jill Lebowitz, a Member of the law firm Norris McLaughlin, P.A., will present “Digging Deeper into the New Jersey Inheritance Tax” for the New Jersey Institute of Continuing Education (NJICLE) Estate Planning Summer Institute.

    “Each year, it is my pleasure to participate in the NJICLE Estate Planning Institute. Especially now, during these unprecedented times, it is more important than ever to stay informed,” said Lebowitz.

    About the NJICLE Estate Planning Summer Institute

    The two-day program, co-sponsored by the New Jersey State Bar Association Real Property, Trust and Estate Law Section, will be held on Thursday, July 23, and Friday, July 24, 9:00 a.m. – 4:00 p.m., as a live webcast. The Institute offers 13.4 CLE credits, including one ethics/professionalism credit. For more information and to register, visit njsba.com or call NJICLE at 732-214-8500.

    About Jill Lebowitz

    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 drafts estate planning instruments including wills, revocable living trusts, 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 and guardianship matters. She prepares federal and state estate and inheritance tax returns and federal gift tax returns. Lebowitz is knowledgeable in drafting disclaimers and agreements regarding post-mortem planning, informal distribution agreements, judicial fiduciary accountings, and handling court proceedings to effect the 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 and handles guardianship matters.

    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. Lebowitz 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 is a Fellow of The American College of Trust and Estate Counsel (ACTEC), a national organization of approximately 2,500 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors. She has also been selected for inclusion on the list of New Jersey Super Lawyers in the Estate & Probate section.

    Lebowitz is a Past Chair of the New Jersey State Bar Association’s Real Property, Trust & Estate Law Section, and continues to serve on the Section’s Board of Consultors. She is also a Past President of the Greater Middlesex/Somerset Estate Planning Council and continues to serve on its Board of Trustees.

    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, Taxation | Tags: , ,

  • Jul 14, 2020Special Needs Spotlight Webinar Series: Guardianship and Supported Decision-Making

    The law firm Norris McLaughlin, P.A., is pleased to present the Special Needs Spotlight Webinar Series. In this session, “Guardianship and Supported Decision-Making,” A. Nichole Cipriani, a Member of the firm, will be joined by Elizabeth McKenna, CFP and Chartered Special Needs Consultant.

    Guardianship and Supported Decision-Making

    When: Wednesday, July 15, 2020

    noon – 1:00 p.m.

    Registration: Eventbrite

    About Your Presenters

    Nichole Cipriani, Esq.

    Nichole devotes her practice to estate and tax planning and estate administration. She assists individuals and families with a broad range of estate and tax planning, including business succession planning, special needs and disability planning, and international estate planning. To that end, Nichole is experienced in preparing wills, insurance trusts, revocable trusts, qualified domestic trusts, grantor-retained annuity trusts, charitable trusts, qualified personal residence trusts, special needs trusts, supplemental benefits trusts, durable powers of attorney, and advance directives for health care. Her planning practice also encompasses asset planning involving family limited partnerships and tax-exempt organizations, such as family foundations.

    In addition, Nichole counsels executors and trustees in administering decedents’ estates and trusts. Her estate administration practice includes probate proceedings, preparing estate and inheritance tax returns, handling estate and inheritance tax audits, and preparing documents necessary to effect interim and final distributions from an estate or trust. Nichole has extensive experience representing clients before the Internal Revenue Service, preparing filings for individuals and legal entities, including Forms 706, 709, 990, and 1041; drafting and filing Tax Court petitions and Private Letter Ruling requests; and negotiating Innocent Spouse relief.

    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.

    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: A. Nichole Cipriani, Elder Care & Special Needs Law, Estate Planning & Administration, Events | Tags: , ,

  • May 13, 2020Medicaid Planning

    Shana Siegel, a Member of law firm Norris McLaughlin, P.A., and Chair of its Elder Care & Special Needs Law Practice Group, will co-present the National Business Institute audio webinar, “Medicaid Planning.”

    About Medicaid Planning

    This webinar, designed for accountants, attorneys, financial planners, geriatric care managers, investment advisors, nursing home administrators, and paralegals, offers the most current and effective Medicaid planning best practices when dealing with increasing health and long-term care costs aging clients experience when seeking assisted care.

    Shana will present “Excluded vs. Countable Assets,” 9:30 – 10:45 a.m., regarding annuities, asset valuations, bank accounts, bonds, Community Spouse Resource Allowance, Earned Income Tax Credit, estate planning, government payment programs, household goods, income-producing property, insurance, loans, mutual fund shares, stocks, trusts, and vehicles. She will then present “Qualifying Asset Transfers: Which Techniques Work,” 12:30 – 1:45 p.m, which covers debt repayments and expense prepayments, exempt assets, gifts, IRAs and retirement accounts, life estate purchases, promissory notes and annuities, Reverse Half-Loaf Income Technique, reverse mortgages, spouse protection, and timing of transfers.

    Other discussion topics will include:

    • “Is Medicaid Right for Your Client?”
    • “Income Eligibility”
    • “Application Process, Appeals, and Post-Eligibility Issues”
    • “Liens, Estate Recovery, and Hardship Waivers”
    • “Legal Ethics”

    When: Wednesday, June 17, 2020

    9:00 a.m. – 4:30 p.m.

    Registration: nbi-sems.com

    The first registration costs $349 and each additional registration is $339. You may purchase the live audio webinar, on-demand audio, audio download, or audio CD.

    About Shana Siegel

    Shana 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.

    Shana 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, Shana was invited to join NAELA’s prestigious Council of Advanced Practitioners (CAP). Additionally, Shana is a member of the New Jersey Women Lawyers Association, the New Jersey State Bar Elder & Disability Law Section, and the Life Care Planning Law Firms Association.

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

  • 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: , ,

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