Orloff Lowenbach Stifelman & Siegel P.A.

Practice Areas

Trusts and Estates

Trusts and Estates

Our Trusts and Estates Group provides highly sophisticated services taking into account a wide range of federal and state tax and legal considerations. All the partners in the Group have advanced degrees in taxation.

Estate Planning

Our broad trusts and estates practice includes the counseling of families, businesses, executives, fiduciaries, and charitable organizations in conserving, transferring, and managing substantial assets. We provide the full range of estate planning services, including the preparation of Wills and trusts, business succession planning, generation-skipping transfer tax planning, and the implementation of lifetime gift programs and intrafamily sales. Our customized planning and creative solutions to trusts and estates issues are the result of our extensive experience and ability to revise our techniques in response to the frequent changes in the tax law.

Estate Administration

The Group also advises fiduciaries and beneficiaries in connection with the administration of estates and trusts, including probate matters, the preparation of federal and New Jersey estate tax returns and New Jersey inheritance tax returns, and post-mortem income tax planning. We have handled substantial federal and state audits and, with the participation of members of our Litigation Group, have been involved in complex Will contests and other fiduciary litigation.