Trusts and Estates

Trusts and Estates

Members

  • Stuart M. Gladstone
  • Susan K. Dromsky-Reed
  • David J. Ritter 

Counsel

  • Robert A. Kosicki

Associates

  • Cheryl L. Ritter
  • David J. Ritter, Jr.
  • Ella M. Yusim

Paralegals

  • Christina Balbo
  • Jessica Biczak
  • Kathleen Lamb
  • Chivian Lewis
  • Chris Perrella

Stuart M. Gladstone, Chair

Brach Eichler’s Trusts and Estates Practice provides state-of-the-art estate planning for clients and their families, as well as estate and trust administration. Our clients include individuals, closely held business owners, charities, trustees, executors, and personal representatives.

Our attorneys have deep experience with the most sophisticated estate planning vehicles and routinely deal with complicated issues associated with intergenerational planning. The practice has implemented estate plans involving:

  • Family limited partnerships and limited liability companies
  • Grantor-retained annuity trusts
  • Personal residence trusts
  • Qualified personal residence trusts
  • Dynasty trusts and other generation-skipping transfers
  • Intentionally defective grantor trusts
  • Irrevocable life insurance trusts (for individual life coverage as well as second-to-die / survivorship coverage)
  • Split dollar life insurance planning
  • Charitable remainder and lead trusts
  • Private charitable foundations
  • Private annuities
  • Asset protection trusts
  • Special needs planning
  • Retirement planning including planning for qualified plans and IRAs
  • Financial powers of attorney
  • Prenuptial agreements
  • Living wills, health care directives, and combined advanced directives

Additionally, the practice represents business owners with business succession planning, preparation of buy-sell agreements, shareholder’s agreements, employment agreements, assistance with pension matters, and general tax planning.

Our attorneys are also actively involved in all aspects of the administration of estates and trusts, including sophisticated postmortem tax planning; gift, estate, and inheritance tax return preparation/audit defense; disclaimer planning; and probate court administration. This includes will challenges, will and trust reformation, contested accountings, and fiduciary litigation. The practice, working in conjunction with our Litigation Practice, provides probate litigation attorneys and guardianship petitions. Through our team of experienced attorneys, paralegals, and support staff we handle:

  • Planning and preparation of gift, estate, and inheritance tax returns, and fiduciary income tax returns
  • Probate court accountings
  • Review and analysis of valuation reports
  • Working closely with certified public accountants
  • Coordination with financial planners
  • All other documents required for administering sophisticated estates
Our Promise

At Brach Eichler, we are committed to a dynamic and meaningful partnership with our clients. We move forward with a shared vision, one that is carefully crafted and thoughtfully and practically implemented. Together, we achieve success.

Insights

Articles, April 16, 2019

Brach Eichler Elects First Woman to Executive Committee

New Jersey Law Journal

Articles, March 5, 2019

Can this unmarried 84-year-old man avoid the inheritance tax?

NJ.com (quoted in)

Books, January 15, 2019

New Jersey Tax Handbook, Published by American Lawyer Media

Chapter on New Jersey Inheritance and Estate Tax, 2006-2019 Editions


Lectures, October 24, 2018

Tax Strategies in the Trump Era: Unique Income and Estate Planning Concepts for Tax Professionals

2018 Essex County Estate Planning Council Annual Meeting

Articles, October 15, 2018

What you need to know about tax-free property exchanges

NJ.com (quoted in)


Lectures, October 2, 2018

Trust Taxation

Passaic County Chapter of NJCPA

Articles, October 1, 2018

Can the state seize my Homestead Rebate and give it to the IRS?

NJ.com (quoted in)

News, May 14, 2018

Gladstone named to NJ Best Lawyers for Families 2018

NJ Family Magazine

Articles, April 23, 2018

Estate Planning in the Age of Cryptocurrency

New Jersey Law Journal

Articles, March 8, 2018

Sharing a bank account with a minor

NJ.com (quoted in)

Articles, March 2, 2018

Do I owe N.J. taxes on Florida inheritance?

NJ.com (quoted in)

Articles, February 15, 2018

Inherited IRAs and your tax burden

NJ.com (quoted in)

Articles, February 12, 2018

Understanding codes on tax forms

NJ.com (quoted in)


Lectures, February 9, 2018

Everyone Needs A Will and Other Simple But Valuable Information to Give Your Clients

Women Inspiring Women Female State Farm Agent Symposium


Lectures, January 24, 2018

Tax Cuts and Jobs Act of 2017: Implications and Considerations

Brach Eichler CPA Series


Lectures, September 18, 2017

S Corporations and Partnerships: Significant Differences in Tax Treatment

Brach Eichler CPA Series


Lectures, May 25, 2017

Today’s Best Advanced Life Insurance Ideas Explained – In a Way That You Will Understand Them

2017 Essex County Estate Planning Council Annual Meeting


Lectures, April 5, 2017

NJ (Not So) Basic Estate Administration & Planning Program

Essex County Bar Foundation

Stuart M. Gladstone, Chair

Brach Eichler’s Trusts and Estates Practice provides state-of-the-art estate planning for clients and their families, as well as estate and trust administration. Our clients include individuals, closely held business owners, charities, trustees, executors, and personal representatives.

Our attorneys have deep experience with the most sophisticated estate planning vehicles and routinely deal with complicated issues associated with intergenerational planning. The practice has implemented estate plans involving:

  • Family limited partnerships and limited liability companies
  • Grantor-retained annuity trusts
  • Personal residence trusts
  • Qualified personal residence trusts
  • Dynasty trusts and other generation-skipping transfers
  • Intentionally defective grantor trusts
  • Irrevocable life insurance trusts (for individual life coverage as well as second-to-die / survivorship coverage)
  • Split dollar life insurance planning
  • Charitable remainder and lead trusts
  • Private charitable foundations
  • Private annuities
  • Asset protection trusts
  • Special needs planning
  • Retirement planning including planning for qualified plans and IRAs
  • Financial powers of attorney
  • Prenuptial agreements
  • Living wills, health care directives, and combined advanced directives

Additionally, the practice represents business owners with business succession planning, preparation of buy-sell agreements, shareholder’s agreements, employment agreements, assistance with pension matters, and general tax planning.

Our attorneys are also actively involved in all aspects of the administration of estates and trusts, including sophisticated postmortem tax planning; gift, estate, and inheritance tax return preparation/audit defense; disclaimer planning; and probate court administration. This includes will challenges, will and trust reformation, contested accountings, and fiduciary litigation. The practice, working in conjunction with our Litigation Practice, provides probate litigation attorneys and guardianship petitions. Through our team of experienced attorneys, paralegals, and support staff we handle:

  • Planning and preparation of gift, estate, and inheritance tax returns, and fiduciary income tax returns
  • Probate court accountings
  • Review and analysis of valuation reports
  • Working closely with certified public accountants
  • Coordination with financial planners
  • All other documents required for administering sophisticated estates