Members
Counsel
Associates
Paralegals
  • Christina Balbo
  • Jessica Biczak
  • Kathleen Lamb
  • Chivian Lewis
  • Chris Perrella

Trusts and Estates pdf button image

Stuart M. Gladstone, Co-Chair
Susan K. Dromsky-Reed, Co-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
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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
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“White White Papers, August 19, 2022
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“Press Press Releases, August 17, 2022
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“Press Press Releases, August 19, 2021
Seventeen Brach Eichler Attorneys Included in The Best Lawyers in America© 2022

Six Brach Eichler Attorneys Included in “Ones to Watch” – Two New to the List!

“Press Press Releases, March 23, 2021
17 Brach Eichler Members Included in 2021 New Jersey Super Lawyers

Twelve Attorneys also Named to New Jersey Rising Stars List This Year

“Articles Articles, March 6, 2020
Internet Wills: A Path to Enforceability

By Jonathan D. Bick

“News News, November 8, 2019

“Lectures Lectures, October 29, 2019
Stuart Gladstone – Realty Transfer Fee, Mansion Tax, and Controlling Interest Tax

Essex County Estate Planning Council Annual Meeting

“Events Events, October 29, 2019
2019 Essex County Estate Planning Council Annual Meeting

Crestmont Country Club - West Orange, NJ

“News News, April 29, 2019

“Articles Articles, April 17, 2019

ROI-NJ

“Articles Articles, April 17, 2019

NJBIZ

“Articles Articles, April 16, 2019

New Jersey Law Journal

“Press Press Releases, April 9, 2019

“Articles Articles, March 5, 2019

NJ.com (quoted in)

“Books Books, January 15, 2019

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

“Lectures Lectures, December 7, 2018

Brach Eichler CPA Series

“Events Events, December 7, 2018

“Lectures Lectures, October 24, 2018

2018 Essex County Estate Planning Council Annual Meeting

“Articles Articles, October 15, 2018

NJ.com (quoted in)

“Lectures Lectures, October 2, 2018

Passaic County Chapter of NJCPA

“Articles Articles, October 1, 2018
Can the state seize my Homestead Rebate and give it to the IRS?

NJ.com (quoted in)

“Lectures Lectures, August 22, 2018

Co-Presenter

“News News, May 14, 2018

NJ Family Magazine

“Articles Articles, April 23, 2018
Estate Planning in the Age of Cryptocurrency

By Jonathan D. Bick

“Events Events, April 13, 2018

“Articles Articles, March 8, 2018
Sharing a bank account with a minor

NJ.com (quoted in)

“Articles Articles, March 2, 2018
Do I owe N.J. taxes on Florida inheritance?

NJ.com (quoted in)

“Articles Articles, February 15, 2018
Inherited IRAs and your tax burden

NJ.com (quoted in)

“Articles Articles, February 12, 2018
Understanding codes on tax forms

NJ.com (quoted in)

“Lectures Lectures, February 9, 2018

Women Inspiring Women Female State Farm Agent Symposium

“Lectures Lectures, January 24, 2018

Brach Eichler CPA Series

“Lectures Lectures, October 26, 2017

Brach Eichler CPA Series

“Lectures Lectures, September 18, 2017

Brach Eichler CPA Series

“Lectures 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 Lectures, April 5, 2017

Essex County Bar Foundation

“Lectures Lectures, April 4, 2017

NJICLE Panelist