Trusted Estate and Trust Attorneys Serving New York and New Jersey
At the core of our Trusts and Estates Practice Group is a commitment to delivering client-focused, strategic legal solutions. With over a century of combined experience, our attorneys proudly assist individuals, families, and business owners across multiple generations in navigating the complexities of estate planning, wealth transfer, and elder care law.
Comprehensive Estate and Trust Services Tailored to You
We understand that every client’s situation is unique. That’s why our New York and New Jersey estate planning attorneys offer a full spectrum of services designed to meet your specific goals, whether it’s achieving tax-efficient wealth transfers, securing Medicaid qualifications, or ensuring your charitable giving plans align with your legacy.
Our services include:
- Sophisticated Tax-Efficient Planning: Minimize estate and gift taxes while maximizing wealth transfer.
- Custom Wills and Trusts: Drafting wills, revocable and irrevocable trusts, life insurance trusts, and asset preservation trusts.
- Business Succession Planning: Helping closely-held businesses transition seamlessly to the next generation.
- Medicaid and Elder Care Strategies: Structuring asset transfers for Medicaid qualification and long-term care planning.
- Special Needs Trusts: Protecting the future of loved ones with special needs.
- Charitable Gift Plans: Creating private foundations, donor-advised funds, charitable annuities, and more.
- Estate and Gift Tax Returns: Preparing and filing accurate Federal and State returns.
- Litigation Support: Handling will contests, trust disputes, and fiduciary litigation.
Dedicated to Securing Your Legacy
When it comes to estate administration, our attorneys guide fiduciaries through their rights and obligations with unmatched professionalism and empathy. We take pride in drafting precise legal instruments, analyzing life insurance policies, and creating tailored agreements to meet the needs of families and business owners alike.
For business owners, we provide critical support in crafting succession plans that safeguard the legacy of your enterprise. Our legal team excels in navigating the unique challenges of closely-held businesses, ensuring your wishes are upheld and your assets are protected for future generations.
Why Choose Us?
With a deep understanding of estate, trust, and elder care laws in New York and New Jersey, we’re prepared to address even the most complex legal matters. Whether you’re creating a new estate plan or addressing a pressing legal issue, our experienced attorneys are here to provide compassionate, client-centered guidance every step of the way.
Secure Your Family’s Future Today
Don’t wait to plan for the future. Contact our Trusts and Estates Practice Group to schedule a consultation. Let us help you safeguard your legacy and protect the interests of your loved ones for years to come.
Gift Tax Return & Valuation Webinar
May 13, 2025
Nearly 200 CPAs from across New Jersey tuned in for a recent NJCPA webinar led by Martin D. Hauptman and Jason A. Marx. The session covered key considerations when preparing gift tax returns and addressed complex valuation issues that practitioners frequently encounter. Martin and Jason shared practical tips, answered questions in real time, and offered […]
Steve Holt Answers Estate Planning Question for NJ Money Help
February 27, 2025
Steven Holt, partner and chair of the Tax Law, Trusts, and Estates Practices at Mandelbaum Barrett PC, recently answered a question for NJ Money Help regarding whether a trust is necessary for estate planning in New Jersey. Holt explained that since New Jersey has no estate tax and the federal exemption is $13.99 million for […]
10th Annual Tax Trusts & Estates Forum – Resources
December 2, 2024
Please find our presentation and resources for the 10th Annual Tax, Trusts & Estates Forum below: Full Presentation Connelly Analysis – Steven Holt 2025 Tax Changes –Martin D. Hauptman
10th Annual Tax, Trusts & Estates Forum – Tuesday, December 3, 2024
October 30, 2024
Whether you’re a seasoned financial professional or simply eager to stay ahead, we invite you to the 10th Annual Tax, Trusts & Estates Forum, a premier event designed to help you Plan. Protect. Grow. This event will provide clear, actionable updates on key topics, including estate planning, tax laws, and business succession strategies. Event Details: […]
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 […]
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 […]
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 llynch@lawfirm.ms.
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.
Martin D. Hauptman appointed to a three year term as a Consultor to the Real Property Trust and Estate section of the New Jersey State Bar Association
June 13, 2019
Congratulations to Martin D. Hauptman, a partner in the Firm's #Trusts & #Estates practice group, who was appointed to a three year term as a Consultor to the Real Property Trust and Estate section of the @New Jersey State Bar Association. The Real Property Trust and Estate Law Section discusses developments in real #property, trust and estate law, including the creation and# administration of estates, #wills and trusts. Please join us in congratulating Martin on this achievement!
Join us for our 6th Annual Tax, Trusts and Estates Breakfast on December 4th!
October 23, 2018
Join Mandelbaum Barrett PC on December 4th for our 6th Annual Tax, Trusts and Estate Planning Forum at Mayfair Farms in West Orange New Jersey!
Steven Holt Answers NJ.com Reader's Question on Financial Responsibilities When a Spouse Dies
October 8, 2018
Steven Holt answered a reader's question on NJ.com about a recent widow's inheritence and what steps to take next. Click here to read more.
Steven Holt Answers Reader Question on NJ.com About an Inherited IRA
October 4, 2018
Steven Holt, Chair of Mandelbaum Barrett PC's Trusts and Estate Practice Group, answered a reader's question on NJ.com about how much you can take from an inherited IRA. Click here to read the full article.
Shawna Brown Answers a NJ.com Readers Question on What Happens When Someone Who Owes Child Support Gets an Inheritance
October 3, 2018
What happens when someone who owes child support gets an inheritance? Shawna Brown, an Associate in the Firm's Elder Law Practice Group, answers a NJ.com reader's question on what happens when an ex-spouse has a judgment against them and receives an inheritance. Read what Shawna has to say here.
6th Annual Tax, Trusts & Estate Planning Forum, December 4th
September 27, 2018
Attention CPAs and CFPs: Join us on December 4th for our 6th Annual Tax, Trusts & Estate Planning Forum at Mayfair Farms. This breakfast program is not to be missed! Earn 1.5 CE credits (CPE and CFP) and hear from our panel of experts on timely developments in Estate and Federal taxation that effect your clients. RSVP by November 23rd to llynch@lawfirm.ms or by calling 973.243.7951.
Steven Holt Publishes Article for ROI-NJ on The IRS Tax Amnesty Programs
September 20, 2018
Steven Holt, Chair of Mandelbaum Barrett PC's Tax, Trusts & Estates Practices recently authored an article for ROI-NJ on the IRS Tax Amnesty Programs for those with undisclosed holdings overseas and issues a warning that the IRS increasingly wants to know about your money overseas. Read what Holt cautions here.
Steven Holt Authored an Article for NJCPA on the Offshore Voluntary Disclosure Incentive Program
August 27, 2018
Steven Holt, Chair of Mandelbaum Barrett PC's Tax, Trusts & Estates Practices and Alan Glazner, Of Counsel to the Firm's Tax Practice, authored an article for NJCPA on the Offshore Voluntary Disclosure Incentive Program which is ending September 28th. We encourage tax professionals, accountants and other advisors who advise clients on tax matters to read this!
Tax, Trusts & Estates Chair Steve Holt Talks About Brand Value and Business Succession Marketing
August 13, 2018
Ever wonder the value of a strong brand in Business Succession Marketing and Planning? Check out Leon Grassi's latest DSM blog featuring a Q&A with Mandelbaum Barrett PC's Tax, Trusts & Estate's Chair Steven Holt. This is a must read for business owners!
Steven Holt Featured in a Q&A for Leon Grassi's DSM Blog on The Value of a Strong Brand in Business Succession Marketing and Planning
August 10, 2018
Ever wonder the value of a strong brand in Business Succession Marketing and Planning? Check out Leon Grassi's latest DSM blog featuring a Q&A with Mandelbaum Barrett PC's Tax, Trusts & Estate's Chair Steven Holt. This is a must read for business owners!
Steven Holt Answers NJ.com Question on a Deceased Parent's Unpaid Taxes
July 24, 2018
Steven Holt, Chair of Mandelbaum Barrett PC's Trusts and Estates Practice Group, answered a reader's question on NJ.com about unpaid taxes on a deceased parent's behalf and the statute of limitations that may apply.
Latest Nj.com article on Things to Think About Now for 2018 Tax Returns Featuring MS Attorneys Holt, Strober and Fox
May 18, 2018
Check out the latest NJ.com article highlighting many of the changes brought on by the Tax Cuts and Jobs Act and what you need to start thinking about now for your 2018 return! Our own Steven Holt (Chair, Tax, Trusts & Estates), Lynne Strober (Co-Chair Family Law) and Lisa Fox (Member, Tax, Trusts & Estates) give expert analysis on these changes and tips to consider. It is important to plan throughout the year so you aren't blindsided in April when tax time rolls around again.
Steven Holt Has Been Appointed to the Board of the Estate Planning Council of Northern NJ
April 30, 2018
Steven Holt Chair of the Firm's Tax, Trusts & Estates Practice Group has been appointed to the board of the Estate Planning Council of Northern, NJ. Congratulations Steven on this honor! For more about the ECPCNNJ visit www.epcnnj.org.
Join Us for Our 5th Annual Tax, Trusts and Estate Planning Forum on December 5, 2017
November 3, 2017
Join Us for Our 5th Annual Tax, Trusts and Estate Planning Forum on Tuesday, December 5th from 8:00 a.m. – 10:00 a.m. at Mayfair Farms in West Orange, NJ! Earn up to 1.5 CE credits and hear from our panel of experts regarding guardianships, special needs trusts, irrevocable trusts, latest tax law changes and more! To RSVP, email llynch@lawfirm.ms or call 973.243.7951. Seating is limited so RSVP today!
Steven Holt Answers Nj.com Biz Brain Question on Property Tax and Mortgage Deductions
August 10, 2017
Steve Holt, Chair of the Firm's Tax and Trusts & Estates Practice Groups recently responded to a NJ.Com Biz Brain readers question on property tax and mortgage deductions! Read what Steve had to say.
Steven Holt Answers nj.com Biz Brain Question on How the Federal Estate Tax is Calculated
July 13, 2017
Steven Holt, Chair of Mandelbaum Barrett PC's Tax and Trusts and Estates departments, answered a nj.com readers "Biz Brain" question on how the federal estate tax is calculated.
Richard Miller answers NJ.Com "Biz Brain" question on Lowering an Estates Value Before Death
June 23, 2017
Richard Miller, Chair of the Firm's Elder Law Department, was featured in today's Nj.com "Biz Brain" section answering a readers question on lowering an estate's value before death. To read the full question and Richard's answer, click here.
Steven Holt authors article for New Jersey Business Magazine on Irrevocable Trusts
June 22, 2017
Steven Holt, Chair of Mandelbaum Barrett PC's Tax Law Department, was recently featured in the May 2017 New Jersey Business Magazine with an article on Irrevocable Trusts.
Member Martin D. Hauptman to Speak at the 2nd Annual Estate Planning Summer Institute
June 18, 2016
Member Martin D. Hauptman is one of the featured speakers at the 2nd Annual Estate Planning Summer Institute on July 21st & 22nd at the NJ Law Center. Part of the objective for attorneys participating in the institute is to refresh areas that can expand
The High Cost of Delay: Why Ultra-High-Net-Worth Families Must Act Now on Estate and Asset Protection
May 20, 2025
For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the stakes for estate and asset protection planning have never been higher-or more urgent. With the current exemption set to plummet at the end of 2025, and a flat 40% federal estate tax rate looming over every […]
Don’t Ignore Planning for the New York Estate Tax
April 22, 2025
The Upcoming Federal Estate Tax Sunset: What You Need to Know Many high-net-worth clients are busy planning for the possibility of a Federal estate tax exclusion sunset scheduled to occur on January 1, 2026. This will occur automatically unless Congress is able to pass major budget legislation to avert a per person reduction in the […]
The $5 Million Hush Money Payment in White Lotus Season 3
April 11, 2025
The explosive finale of White Lotus Season 3 left fans with more than just plot twists—it raised fascinating legal and tax questions. Chief among them: what are the implications of Greg’s $5 million wire transfer to Belinda, intended to ensure her silence regarding his late wife’s mysterious death? Though fictional, the scenario invites real-world analysis […]
New Jersey Updates Guidance for Military Families: Key Tax Considerations for Veterans and Their Spouses
March 14, 2025
The New Jersey Division of Taxation has updated its guidance for military families, effective January 1, 2025. These updates, outlined in Technical Bulletin No. GIT-7, provide clarity on tax issues affecting veterans and their families, including the veteran’s exemption, the wounded warrior’s caregivers credit, combat pay, and tax exemptions for military spouses. Martin D. Hauptman, Partner in our Tax, Trusts, and Estates practice groups, explains how these updates impact military families and their tax filings.
Navigating Family Disputes: Wills, Trusts, and Finding the Right Solution
February 3, 2025
When it comes to estate planning, family dynamics can complicate the process. Steven Holt, Chair of Tax, & Trusts and Estates at Mandelbaum Barrett, addressed two crucial issues families often face in his recent contributions to NJ Money Help. These articles provide valuable insights for those navigating the challenges of wills, trusts, and family disputes.
LEGACY LESSON: Understanding Estate Planning
July 15, 2024
In this episode of LEGACY LESSON, Jason Marx explains the critical differences between wills and trusts through the story of Margaret, a widow ensuring her estate is distributed to her children and charity.
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.
LEGACY LESSON: Could Divorce Be a Financial Lifeline in Chronic Illness?
May 13, 2024
In the inaugural episode of LEGACY LESSON, we delve into a topic rarely discussed openly: the use of divorce as a strategic financial tool in the face of chronic illness. Attorney Shawn McClelland navigates the complexities of this approach, considering both the legal and ethical implications. The episode unpacks how couples like Alice and Bob might consider legally separating to protect their assets from overwhelming medical expenses.
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.
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.
Video: The Wildenstein Case, Tax, Trusts & Estates.
October 5, 2023
Join us as we explore Silvia Wildenstein’s quest to rectify her inheritance. With insights from Chris Zona, white-collar crime and criminal defense attorney, and Shawn McClelland tax, trusts, and estates attorney. Their perspectives shine a light in this case’s financial investigations, estate planning, and the shadows of the art world.
Legal Insights on Claiming a Lottery Jackpot
August 10, 2023
Partner in the Commercial Litigation & White Collar and Criminal Defense Group, Chris Zona, and Partner in the Tax, Trusts & Estates Practice Gorup, Shawn McClelland, discuss the steps you should take if you come into a life-changing amount of money, not unlike the recent Mega Millions winner in Florida this month.
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 […]
5 Rights That Trust Beneficiaries Have
June 17, 2022
As a trust beneficiary, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to ensure the trust is properly managed. A trust is a legal arrangement through which one person, called a “settlor” or “grantor,” gives assets to another person (or […]
Tax Alert: NJ Retirement Guide
May 6, 2022
The New Jersey Division of Taxation has prepared a tax guide for retirees in New Jersey discussing the taxability of various sources of retirement income including pensions, IRAs and annuities. Some other important topics included are the pension exclusion, life insurance policies, the tax consequences related to qualified domestic relations order saving plans and the […]
The Difference Between Elder Law and Estate Planning
January 27, 2022
Elder law and estate planning serve two different — but equally vital — functions. The main difference is that elder law is focused on preserving your assets during your lifetime, while estate planning concentrates on what happens to your assets after you die.
How to Use Intrafamily Loans as Part of Your Estate Plan
October 18, 2021
When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the next generation.
Should a Special Needs Trust Buy a Home for a Beneficiary?
February 1, 2021
February 1, 2021 By Richard I. Miller For some people with disabilities, homeownership may present a uniquely empowering opportunity. But for many others, purchasing a home through a special needs trust may be in the beneficiary’s best interests. Homeownership comes with many pitfalls and responsibilities. Buying a home through a special needs trust, rather than […]
Tax and Estate Planning Alert
March 24, 2020
March 24, 2020 By Martin D. Hauptman and Steven A. Holt We want all of you, our valued clients and friends, to know that the Firm is "open for business" and that we are available to handle your estate planning needs on an emergent basis, including wills and living will. Accessing Qualified Retirement Fund Balances […]
Small Estate Threshold Raised in New York
January 22, 2020
Probate and administration proceedings in New York State can be time-consuming and costly, but New York law allows for a simplified proceeding called voluntary administration for small estates with a value below a certain threshold. Recently, the threshold was expanded from estates valued at less than $30,000 to include all estates under $50,000. Voluntary administration […]
These stories are successful case results from our attorneys. Please note that results may vary depending on your particular facts and legal circumstances.
Cannabis Safety in New Jersey – CRC’s Updated Testing and Compliance Standards
April 4, 2025
The cannabis industry in New Jersey is undergoing a transformation, with an increased emphasis on safety, transparency, and quality assurance. During its February 18th public meeting, the New Jersey Cannabis Regulatory Commission (“CRC”) released the full, updated cannabis lab testing guidance (the “Testing Guidance”), which provides further clarification to existing regulations to ensure consumer safety and boost public confidence in cannabis products. These measures come in response to mounting concerns about contamination, including mold, pesticides, heavy metals, and the reliability of potency claims, especially in light of the June 29, 2024, recall of various Green Joy products.
Will Antitrust Uptick Continue in Trump’s Second Term?
March 20, 2025
In a recent article for the New Jersey Law Journal, Christopher T. Zona, a partner in the Litigation Department of Mandelbaum Barrett PC, explores whether the federal government will maintain its recent uptick in antitrust enforcement under President Trump’s second term. Zona examines the implications of recent administrative actions and their potential impact on antitrust regulation.
NJ Lawmakers Weigh New Cannabis License Approval Process
March 18, 2025
New Jersey lawmakers are considering a bill that could significantly impact the cannabis industry by simplifying the approval process for medical dispensaries to sell adult-use cannabis. Currently, these businesses must secure local approval before expanding, but under the proposed legislation, that decision would rest solely with the New Jersey Cannabis Regulatory Commission (CRC). Joshua Bauchner, Chair of the Cannabis & Psychedelics Practice Group at Mandelbaum Barrett PC, shared his perspective on the issue in the NJBIZ article, “NJ Lawmakers Consider New Option for Cannabis License Approvals.”
New York’s Cannabis Regulations: Understanding the Amendments to Proximity Requirements and Public Convenience and Advantage Rules
March 6, 2025
New York’s Cannabis Control Board (“CCB”) amended its cannabis regulations to refine licensing criteria, adjust distance restrictions, and strengthen public convenience and advantage considerations. These amendments aim to promote economic development, ensure an orderly expansion of the market, and mitigate unintended consequences such as market oversaturation and inequitable access. The changes reflect New York’s commitment to fostering a balanced, competitive, and transparent cannabis industry while incorporating public and municipal input into the regulatory framework.
Navigating Family Disputes: Wills, Trusts, and Finding the Right Solution
February 3, 2025
When it comes to estate planning, family dynamics can complicate the process. Steven Holt, Chair of Tax, & Trusts and Estates at Mandelbaum Barrett, addressed two crucial issues families often face in his recent contributions to NJ Money Help. These articles provide valuable insights for those navigating the challenges of wills, trusts, and family disputes.
New Jersey CRC to Open Applications for Cannabis Consumption Areas: Key Details You Need to Know
February 3, 2025
In a recent JD Supra article titled “New Jersey CRC to Open Applications for Cannabis Consumption Areas: Key Details You Need to Know,” Natalie Diaz of Mandelbaum Barrett PC’s Cannabis Hemp and Psychedelics group provides an insightful overview of the upcoming application process for cannabis consumption area endorsements in New Jersey. The New Jersey Cannabis Regulatory Commission (CRC) has announced that starting January 2, 2025, applications will be accepted to establish regulated spaces where adults aged 21 and older can consume cannabis products purchased from licensed dispensaries.
NY1: Cannabis Attorney Weighs In on Recent Judge Decision Ruling Raids on Licensed Hemp Stores Illegal
January 23, 2025
Joshua S. Bauchner, Chair of Mandelbaum Barrett’s Cannabis, Hemp, and Psychedelics Practice Group, was highlighted in NY1 regarding a significant court ruling that bars warrantless searches of licensed hemp stores. In the wake of this significant decision, Fatima Afia, a cannabis attorney from the Rudick Law Group, spoke with political reporter Bobby Cuza on “Inside City Hall,” highlighting the implications for New York’s hemp industries. The ruling from an upstate judge, which found that state cannabis regulators lacked the authority to conduct these raids without warrants, is a crucial victory for licensed hemp businesses and a strong affirmation of constitutional protections.
BLOOMBERG LAW: NYC Sheriff Barred From Warrantless Hemp Business Searches
January 15, 2025
In a significant legal victory for New York’s hemp industry, Joshua S. Bauchner, Chair of Mandelbaum Barrett PC’s Cannabis, Hemp, and Psychedelics Practice Group, was vital in securing a ruling that prohibits the New York City Sheriff’s Office and the Office of Cannabis Management (OCM) from conducting warrantless searches and seizures of licensed hemp businesses. Representing hemp retailers in the case, Bauchner helped ensure that these businesses are shielded from unconstitutional overreach as mentioned in the Bloomberg Law article, “NYC Sheriff Barred From Warrantless Hemp Business Searches”. The ruling by Albany County Supreme Court Justice Thomas Marcelle found that the actions of the sheriff’s office were likely unconstitutional, further protecting the rights of licensed hemp operators in New York.
Hemp Victory: New York State Supreme Court Enjoins OCM and NYC Sheriff’s Office Warrantless Raids on Hemp Licensees Finding Violation of the Fourth Amendment
January 13, 2025
A New York State Supreme Court Judge this morning issued an injunction against Respondents, the NYS Cannabis Control Board (“CCB”),the Office of Cannabis Management (“OCM”), and the New York City Sheriff’s Office, finding their warrantless, armed raids on State-licensed hemp operators violate the Fourth Amendment’s prohibition of warrantless searches and seizures. The Court held that […]
Top 10 Things Engaged Couples Need to Create a Prenuptial Agreement
January 9, 2025
Engagement season is a time of joy and excitement, as couples celebrate their love and plan for a future together. Amid the whirlwind of wedding planning, one practical step that can strengthen your partnership is creating a prenuptial agreement. While it may not seem romantic, a prenup fosters open communication and provides clarity for your financial future, helping to build a solid foundation for your marriage.
Holiday Season Engagements: What You Need to Know About the Rules of Engagement Rings
December 20, 2024
In New Jersey, engagement rings are treated as conditional gifts. If the engagement is called off, the ring must be returned to the giver because the condition—marriage—was not fulfilled. While New Jersey courts generally focus on the conditional nature of the gift, fault can sometimes be considered when determining who keeps the ring. For example, if the giver’s actions directly caused the engagement to end, they may forfeit their right to reclaim the ring (NJ Law Journal). Proving intent beyond a ring being a gift conditioned on the marriage taking place can be challenging.
Managing Abandoned Tenant Personal Property: A Comprehensive Guide for Landlords
October 25, 2024
Partner and Chair Michael A. Saffer, Partner Ryan M. Buehler, and Associate Marlene M. Arabia were prominently featured in Issue 4 of the New Jersey Apartment Association’s Apartment Industry Magazine, representing the Landlord-Tenant practice group at Mandelbaum Barrett PC. The piece titled “What Can I Do With All the Personal Property My Tenant Left Behind?” […]
Enhance Your Cybersecurity: Join CIO Tom Brennan at the NYC 2024 Joint Cyber Security Conference
August 22, 2024
On September 26th, 2024, join Tom Brennan, Chief Information Officer of Mandelbaum Barrett PC, at the NYC 2024 Joint Cyber Security Conference. Held at the Microsoft Technology Center in Times Square, this conference offers an opportunity to discover the Center for Internet Security (CIS) Version 8 Controls. Tom will provide practical insights on implementing these […]
Unlock Your Business’s Future: Join Our Exit Strategies Seminar on September 18th
August 16, 2024
Great News for Business Owners! We’re excited to bring back our highly anticipated “Exit Strategies for Business Owners” seminar on September 18, 2024, at Il Tulipano in Cedar Grove, NJ! Come learn from industry experts and successful business owners who will be sharing their experiences and advice on selling a business. This seminar is a […]
Diverse Clients, Diverse Needs: IP Law Across Industries
August 14, 2024
Explore the dynamic world of intellectual property law with Todd M. Nosher and Lucian C. Chen, who leverage their deep scientific backgrounds to navigate diverse industries—from pharmaceuticals to toys. Their insights underscore the vital role of strategic IP management in driving innovation and protecting client interests across evolving markets.
Touchdown on IP: The Legal Playbook for Upcycling in Fashion
July 24, 2024
In the evolving world of fashion, upcycling has sparked a revolution, blending creativity with sustainability. However, as consumers flock to these unique products, complex IP challenges emerge. Lucian C. Chen and Karen Chen explore these legal intricacies, offering vital guidance on navigating licenses, consumer perceptions, and brand integrity in this burgeoning industry.
Exploitation of Power of Attorney: Agent Blocking Family Access to Nursing Home Resident
June 6, 2024
In their latest vlog, Mandelbaum Barrett PC Elder Law attorneys, Donald Dennison, Esq. and Dan Stone, Esq. discuss the implications of a Power of Attorney agent weaponizing the document to prevent well-meaning family members from visiting a nursing home resident.
What New Jersey Taxpayers Need to Know About Partnership Income Reporting
May 24, 2024
Staying informed about updates in tax regulations is vital for taxpayers to fulfill their obligations accurately. The recent update from the New Jersey Division of Taxation regarding the reporting of income from partnerships underscores the importance of staying abreast of state-specific requirements. By adhering to these guidelines and seeking professional assistance when needed, taxpayers can effectively navigate partnership income reporting in New Jersey and maintain compliance with state tax laws.
Raj Gadhok to Present for NJICLE’s “What is a Tevis Claim and What Does it Mean for My Divorce?
November 20, 2023
Navigating divorce cases in New Jersey often involves addressing domestic violence and abuse allegations. This is where the Tevis Claim often comes into play. It is essentially a personal injury claim you can bring against your spouse in the divorce complaint if instances of domestic violence have occurred. While opting for a Tevis Claim has […]
Going Green and Staying Out of Legal Trouble: The Art of Green Marketing
November 17, 2023
In today’s environmentally conscious world, green marketing has become a significant trend for businesses aiming to attract eco-minded consumers. Companies often use eco-friendly claims to promote their products and services, but they must tread carefully to avoid lawsuits and maintain their reputation. In this blog, we’ll explore green marketing and suggest some steps companies can […]
Client Alert: Corporate Transparency Act
November 16, 2023
On January 1, 2024, the Corporate Transparency Act (the “CTA”) will become law and will impose reporting obligations which will impact millions of small businesses across the United States. It is critical for business owners to understand the CTA reporting requirements as failure to comply can result in both civil and criminal penalties. If you own […]
Your Health, Your Choice: A Guide to Medicare Open Enrollment
November 7, 2023
The Medicare open enrollment period runs through December 7th, 2023. Medicare adjusts costs, coverage, and accepted providers on an annual basis. If you have received “Evidence of Coverage,” or an “Annual Notice of Change,” from Medicare, now is the time to review your coverage, and, if necessary, make changes to your Medicare healthcare plan to better […]
Three Major Differences Between Recourse and Non-Recourse Loans
November 1, 2023
Borrower / Guarantor Liability Recourse – The borrower (or guarantor) is personally liable for the full amount of the loan, including any debt remaining after the collateral is foreclosed upon and sold. To satisfy the remaining debt, the lender can look to the individual assets of borrower (or guarantor). Non-Recourse – The borrower (or guarantor) […]
Chris Zona: Becoming a Trial Attorney
October 30, 2023
Despite the absence of legal role models, Chris Zona’s ambition as a trial attorney persisted. Immersed in civil and commercial law from an early age, Chris remained resolute. As a Senior Special Prosecutor, he broadened his horizons, delving into civil and commercial law. Join Chris in this exclusive feature, tracing his trajectory from law school to his adept handling of diverse cases, from serious felonies to complex white-collar offenses and healthcare law.
Navigating Back-to-School Safety: Preventing the Most Common Injuries
August 13, 2023
As the school season kicks into gear, safety should be at the forefront of everyone’s minds. At Mandelbaum Barrett PC, we are committed to ensuring your children have a safe and joyful academic year. While schools are expected to provide a secure learning environment, the reality is that unintentional injuries can occur on school grounds, around buses, and even in the neighborhood. It’s a collective responsibility of parents, students, school staff, and the community to take proactive measures to safeguard our children.
Navigating the Shifting Terrain of Subchapter V: Vincent J. Roldan Sheds Light on Conflicting Court Rulings in the ABI Law Journal
June 26, 2023
Discover the latest in the still-evolving landscape of Subchapter V. This insightful article, published in the American Bankruptcy Institute Law Journal, examines the application of nondischargeability provisions to corporate debtors. Written by Vincent J. Roldan, a Partner in Mandelbaum Barrett PC’s Bankruptcy and Creditors Rights, and Banking and Financial Services groups, this piece sheds light on conflicting court […]
Insights from William Barrett: New York County Dental Society Article Explores Cybersecurity Risks in Dental Practices
June 22, 2023
Dental health professionals handle a vast amount of sensitive patient data, ranging from personal information to medical records. To protect themselves and their patients, it’s important for them to understand cybersecurity risks and take appropriate measures. Staying aware of the latest threats and trends is crucial for adequate protection. Learn about some of the ways […]
Professional Liability Insurance for Dentist Owners: Types of Coverage Recommended
March 23, 2023
As a dentist owner of a practice, your top priority is to provide quality dental care to your patients. However, despite your best efforts, malpractice lawsuits can still occur. Therefore, it is crucial to have professional liability insurance to protect yourself, your practice, and your employees from the financial burden of a lawsuit. In this […]
Filial Responsibility: Requiring Adult Children to Pay for Aging Parents’ Care
July 6, 2022
Did you know that in many states you could be responsible for your parents’ unpaid medical bills? In fact, more than half of all states currently have laws making adult children financially responsible for their parents, including their parents’ long-term care costs. However, these laws are rarely enforced. Notably, New Jersey does not have filial […]
Top 5 Tips for Commercial Real Estate Brokers for Achieving Better Exclusive Listing Agreements
July 5, 2022
Any Exclusive Listing Agreement should cover both a sale and a lease. Deals change and you want to be protected for either scenario. The Exclusive Listing Agreement must have a definitive end date and cannot contain automatic renewals. As to payment of the commission on a sale, include language that the commission will be paid […]
The Tax Consequences of Selling a House After the Death of a Spouse
July 5, 2022
If your spouse dies, you may have to decide whether or when to sell your house. There are some tax considerations that go into that decision. The biggest concern when selling property is capital gains taxes. A capital gain is the difference between the “basis” in property and its selling price. The basis is usually […]
WHAT IS THE AMERICAN ACADEMY OF MATRIMONIAL LAWYERS AND WHY SHOULD YOU HIRE ONE OF THEIR FELLOWS?
July 5, 2022
AAML is a national organization with chapters in most states. There are approximately 1,650 Fellows in the United States and 52 Fellows in New Jersey. Our Family Law Co-Chair Lynne Strober is proud to be one of those Fellows. The AAML is dedicated to providing and promoting the highest degree of professionalism and excellence in […]
Spring 2022 Vet Law Newsletter
March 24, 2022
Momentum: Our Year in Review
March 24, 2022
