Shawn McClelland Unveils QITs: NJ MoneyHelp’s Guide to Medicaid Maximization
October 2, 2023
Qualified Income Trust (QIT) can be a life-saver for those exceeding Medicaid’s income limits. Navigating the complex financial landscape of Medicaid can pose significant challenges for many. However, a lifesaving beacon emerges for those exceeding Medicaid’s income limits through the use of a Qualified Income Trust (QIT). Shawn McClelland, partner in Trusts and Estates and […]
8th Tax, Trusts & Estates Forum
December 9, 2022
For the first time in two years we hosted our Tax Trusts and Estates Forum in person! We were thrilled to see so many familiar faces, and to welcome new ones. This event is focused on helping business owners and financial advisors stay on top of current changes to IRS rules, learn best practices and […]
Mom died. How can we deduct property taxes on her house? – Jason Marx Authors for NJ.com
November 7, 2022
Q: My mother, 96, died in July of 2022. Her house remains in her name. While the house is technically titled in her name, I assume that as of the date of her death, it became part of her estate. Property taxes are due soon. If these property taxes are paid out of her estate, […]
“How can I get senior community to release assets to this trust?”
April 11, 2022
Steven Holt, Esq., Chair of the Tax Law and Trusts & Estates departments at Mandelbaum Barrett PC was recently interviewed by NJ.com to answer this question. “The solution here is to reach out to the community and have them explain why they are asking for this and alert them to the fact that the unit is held […]
Steven Holt, Esq. was recently interviewed for an NJ.com article titled “Executor won’t sell this house. What can we do?”
April 8, 2022
“As part of their fiduciary obligations, the executors must protect the assets of the estate and act to facilitate the disposition of the assets consistent with the will,” Mr. Holt states. Read the full article here: https://bit.ly/3umz9U9
Marc Comer Interviewed on Kramer's Millionaire Maker
July 24, 2020
Marc Comer was a guest on the nationally syndicated radio show, Kramer’s Millionaire Maker. Marc discussed estate planning issues, including intestacy laws, the importance of wills and trusts; and the roles played by executors, trustees and guardians.
Richard Miller Answers a NJ.com Readers Question on Inheritance Tax
December 26, 2019
Richard I. Miller answered a NJ.com readers question on "Can I avoid the inheritance tax for nieces and nephews?" Read what Richard had to say here.
Join Us For Our 7th Annual Tax, Trusts & Estate Planning Forum
November 7, 2019
We will be discussing timely developments in Estate and Federal Taxation at this 1.5 CE accredited program for CPAs and CFPs. To RSVP, please contact Laure Lynch at 973.243.7951 or email@example.com.
Join Mandelbaum Barrett PC and Sobel Co., LLC for Retirement Plans: The Pros and Cons of a Pre-Approved Plan Breakfast Seminar
July 24, 2019
Attention Business Owners: You don't want to miss this informative program on Retirement Plans: The Pros and Cons of a Pre-Approved Plan being held at Mandelbaum Barrett PC on September 25th from 8:30 a.m. – 10:00 a.m. Join Mandelbaum Barrett PC and Sobel & Co., LLC for our breakfast seminar that will cover retirement plans from the legal and accounting perspective. Learn about best practices if you sponsor a qualified plan, prototype pre-approved plans, new IRS Correction Procedures and common plan issues identified by auditors.