Jason E. Marx is a Partner of Mandelbaum Barrett practicing in the Tax, Trusts and Estates practice groups. He serves his clients in the areas of tax and estate planning, elder law, life care planning, asset and wealth preservation planning, and special needs planning.
Jason’s taxation and estate planning practice focuses on estate planning, estate administration, wills and trusts, tax and business planning for individuals, corporations, partnerships and limited liability companies, and tax controversies. Jason serves as a strategic advisor to individuals, families, business owners, executors and trustees, counseling clients on a comprehensive range of issues within the areas of tax, trust and estate law. He designs and implements wealth preservation strategies and prepares a variety of estate planning documents such as wills, living wills, powers of attorney, trust agreements and special needs trusts. Jason counsels executors and trustees on the practical and successful administration of estates and trusts, including the minimization of income and estate tax liability and oversees the will probate process. He assists clients with the formation of corporations, limited liability companies and other business entities, the preparation of buy-sell agreements, the orderly transfer of business interests from one generation to another, the structuring of real estate transactions and the preparation of federal and state estate and inheritance tax returns. He represents clients in tax controversy matters before the Internal Revenue Service and the New Jersey Department of Taxation.
As an elder care and special needs attorney, Jason is committed to protecting and advocating for the legal rights of the elderly and the disabled to ensure that the unique needs of these individuals and their families are met. Through his holistic approach, Jason guides clients through the challenges associated with aging in place, planning for nursing home or other long-term care needs, guardianship issues, and the facilitation of a client’s eligibility for Medicaid and related government programs and benefits.
In addition to his practice, Jason lectures extensively on elder care, estate planning, asset protection, special needs planning and related matters.
Jason is a member of the National Academy of Elder Law Attorneys. He is also a member of the Board of Trustees and treasurer of the New Jersey Chapter of the National Academy of Elder Law Attorneys, and he serves as a member of the Board of Trustees and Chair of the legal committee of the Jewish Community Housing Corporation.
Federal District of New Jersey
New York University School of Law, LLM, Taxation, 2003
Seton Hall University School of Law, J.D., Concentration in Taxation and Health Law, 1998
Boston University, BSBA, Finance, 1990 (Zeta Beta Tau Fraternity, Golden Key National Honor Society)
Mandelbaum Barrett Elder Law and Special Needs Newsletter: February 2023 Issue
February 27, 2023The Elder Law and Special Needs Departments at Mandelbaum Barrett are pleased to bring you our February newsletter in its new and improved format. Check out the Hot Topics and industry events our team has been busy with. As always, we would love to hear your feedback! Read the full newsletter here.
Elder Law and Special Needs Newsletter: January 2023 Issue
January 5, 2023In the January issue of our Elder Law and Special Needs Newsletter, our attorneys share some of their recent articles on industry hot topics, such as “5 Reasons for Seniors to Celebrate in 2023.” We also highlight recent and upcoming events including our Elder Law Team (Richard Miller, Esq., Jason Marx, Esq., Shawna Kirchner Brown, Esq., Donald “Donny” […]
The Elder Law Attorneys at Mandelbaum Barrett will present “Legacies Instead of Litigation” on April 18th
March 20, 2023Our Elder Law Team will be presenting “Legacies Instead of Litigation” on April 18th at 8am at 3 Becker Farm Road in Roseland. You can attend in-person or via zoom and a light breakfast will be served. “Legacies Instead of Litigation – Tips to Stay Out of Court for the Aging Population.” The modern American […]
The Elder Law Attorneys at Mandelbaum Barrett to Present a “Hot Topics in Elder Law” Speaker Series Starting in March
January 31, 2023The Elder Law Attorneys at Mandelbaum Barrett is excited to announce our new “Hot Topics in Elder Law” Speaker Series starting March 8th at 6pm at our Roseland campus. The topic for March will be “Myths and Misconceptions in Estate and Medicaid Planning.” Please contact email@example.com or (973)243-7969 for more details and to register. Light […]
The Elder Law attorneys at Mandelbaum Barrett to present Estate Planning seminar at Arbor Terrace Roseland titled “7 Biggest Estate Planning and Asset Preservation Myths”
December 20, 2022The Elder Law attorneys at Mandelbaum Barrett are pleased to be presenting an Estate Planning Seminar to the families of Arbor Terrace in Roseland, NJ, sponsored by TheKey, on January 11th, 2023. Moderated by Elder Law Chair Richard Miller, Esq., attorneys Jason Marx, Esq., Shawna Kirchner Brown, Esq., Donald “Donny” A. Dennison, Esq. and Jacqueline Yarmo, Esq. will discuss the “7 […]
Mom died. How can we deduct property taxes on her house? – Jason Marx Authors for NJ.com
November 7, 2022Q: 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, […]