Jason E. Marx is a Partner of Mandelbaum Barrett PC 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.

Marx, Jason. “Estate Planning Challenges for Same-Sex Couples.” Issues and Ideas with Chris DeBello. 106.3 WHCY-FM, 25 June 2023.

Hot Topics in Elder Law Speaker Series: “Myths and Misconceptions in Estate and Medicaid Planning,” March 8, 2023.

Hot Topics in Elder Law Speaker Series: “Legacies Instead of Litigation – Tips to Stay Out of Court for the Aging Population,” April 18, 2023.

New Jersey

New York

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)

 

Maximizing Real Estate Investments: Key Estate Planning Strategies

May 31, 2024

Sarah and Raj, a mid-30s couple, are guided by tax, trust, and estates attorney Jason Marx in exploring estate planning strategies for their growing real estate investments. Marx's comprehensive approach underscores the importance of foresight and strategic planning in maximizing the potential of real estate investments while safeguarding against future uncertainties.

Elder Law and Special Needs Newsletter: April 2024 Issue

April 15, 2024

Check out our April Elder Law and Special Needs newsletter! Our legal team explores important topics including beneficiary designations and the recent updates to the Medicaid divisor, which came into effect this month. We also give updates on the latest happenings around our firm. Stay in the know and empowered with the freshest insights from […]

Estate Planning Explained by Jason Marx: Phases and Components

March 25, 2024

Jason Marx breaks down the critical phases and components of estate planning. Whether you're starting your estate plan or looking to update an existing one, this video provides valuable insights into the essential documents and decisions that form the backbone of a comprehensive estate plan.

Essential Surrogate Decision Making Documents

March 6, 2024

Jason E. Marx, partner at Mandelbaum Barrett PC, emphasizes the critical role of surrogate decision-making documents, such as powers of attorney, living wills, and advanced healthcare directives. These documents ensure someone trusted can make decisions on your behalf during incapacity. Without these preparations, families face the complex process of obtaining guardianship, which can be lengthy and costly.

Constitutionality of the Corporate Transparency Act

March 4, 2024

On March 1, 2024, the U.S. District Court in Alabama declared the Corporate Transparency Act (CTA) unconstitutional, challenging its mandate for a national database of business owners aimed at curbing financial crimes. The Court found the Act exceeded legislative powers, failing the "necessary and proper" test. This pivotal decision, favoring the National Small Business Association's injunction request, raises questions on the enforcement implications for non-party companies. The ruling's broader impact on financial crime prevention efforts remains under scrutiny as developments continue.

Elder Law and Special Needs Newsletter: February 2024 Issue

February 16, 2024

Our February Elder Law and Special Needs newsletter is now available! In this issue, our attorneys delve into timely topics such as recent legislative developments in New Jersey. Specifically, we explore new laws designed to support drivers with Autism, as well as initiatives establishing “Presumptive Eligibility” under Medicaid’s Home and Community-Based Services Waiver Program. Stay […]

Understanding the 2024 IRS Updates on Estate and Gift Tax Exemptions

January 10, 2024

In 2024, significant changes to the IRS regulations regarding estate and gift tax exemptions are set to take effect. These updates, critical for individuals and couples engaged in estate planning, herald a substantial shift in the financial planning landscape. Jason Marx, partner in the Tax Trust and Estates Practice Group at Mandelbaum Barrett PC, provides insights into these changes and their implications.

2024 Updates to the Lifetime Exemption to the Federal Gift and Estate Tax

November 27, 2023

The IRS has announced some important updates to the federal gift and estate tax exemptions for the year 2024. These updates have significant implications for individuals and couples who are considering their estate planning strategies. Jason Marx breaks down the key details of these updates and discuss why it's important to take action sooner rather than later.

“Preserving Smiles and Wealth with Estate and Asset Protection Planning” by Jason Marx

November 21, 2023

Join Jason Marx, Partner at Mandelbaum Barrett PC, in an enlightening presentation on Estate Planning and Asset Protection. Learn the crucial elements of safeguarding wealth through wills and trusts, and delve into legal tools for effective asset protection. Engage in interactive discussions and real-life case studies to deepen your understanding of the process and related concerns.

Jason Marx: Navigating Tax and Estate Planning with Empathy

October 30, 2023

Discover the trajectory of Jason Marx, the distinguished Tax and Estate Planning Attorney, with a profound 25-year legal background. Initially a wealth advisor, he transitioned to law, securing a Master of Laws in Taxation. Engaged with numerous business owners, he emphasizes the crucial handling of corporate and partnership affairs with empathy, crafting estate plans to meet their objectives.

The Crucial Role of Domicile for Retirees: Insights from a Trusts and Estates Attorney

July 21, 2023

When retirees consider relocating to a new state to enjoy their retirement, they often overlook the significance of establishing domicile in their chosen location. As a trusts and estates attorney, I have witnessed the legal and financial implications that arise when retirees fail to properly establish their domicile. In this blog, we will explore the […]

Elder Law and Special Needs Newsletter – June 2023 Issue

June 9, 2023

Our Elder Law and Special Needs attorneys are pleased to present their June newsletter. Check it out for articles on Hot Topics including why you don’t want to wait until you’re sick to create an estate plan. It also highlights our team’s recent and upcoming events and presentations. Read the full newsletter here.

Mandelbaum Barrett PC Elder Law and Special Needs Newsletter: February 2023 Issue

February 27, 2023

The Elder Law and Special Needs Departments at Mandelbaum Barrett PC 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, 2023

In 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” […]

Mandelbaum Barrett PC to Host 1st Annual Elder Law Day

February 12, 2024

The Elder Law Practice Group at Mandelbaum Barrett PC will be hosting our 1st Annual Elder Law Day at the Park Avenue Club in Florham Park, NJ on Friday, March 22nd from 8:30am until noon. Elder Law Day aims to empower individuals involved in caring for and assisting the elderly and disabled, whether they are […]

Jason Marx Presents Webinar on Estate and Asset Protection for the New York County Dental Society

September 5, 2023

The National Dental Law Group at Mandelbaum Barrett PC has collaborated with the New York County Dental Society to provide exclusive video webinars focusing on the legal aspects of dentistry. To start the series, Partner at Mandelbaum Barrett PC Jason E. Marx, will deliver an informative webinar titled, “Preserving Smiles and Wealth with Estate and […]

Alex Keoskey and Jason Marx to exhibit at upcoming TriState Medical Conference

August 31, 2023

Alex J. Keoskey, Esq., Healthcare and Litigation Partner and Jason E. Marx, Esq., Tax, Trusts & Estates Partner at Mandelbaum Barrett PC will be exhibiting at the NJAOPS TriState Medical Conference on September 28th, 2023 at the Hyatt Regency in Morristown, NJ. The New Jersey Association of Osteopathic Physicians and Surgeons (NJAOPS) is the sixth […]

Mandelbaum Barrett PC Special Needs attorneys to present “Planning for Families with Special Needs Children”

April 26, 2023

Working with parents and caregivers of children with special needs daily, we understand the importance of considering your child’s future and we have created a seminar just for you. We want to help you understand the process to ensure that you have a plan in place so that your child will continue to receive the […]

The Elder Law Attorneys at Mandelbaum Barrett PC will present “Legacies Instead of Litigation” on April 18th

March 20, 2023

Our 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 PC to Present a “Hot Topics in Elder Law” Speaker Series Starting in March

January 31, 2023

The Elder Law Attorneys at Mandelbaum Barrett PC 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 kdavey@mblawfirm.com or (973)243-7969 for more details and to register. […]

The Elder Law attorneys at Mandelbaum Barrett PC to present Estate Planning seminar at Arbor Terrace Roseland titled “7 Biggest Estate Planning and Asset Preservation Myths”

December 20, 2022

The Elder Law attorneys at Mandelbaum Barrett PC 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 […]

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, […]