38 Mandelbaum Barrett Attorneys Recognized by Best Lawyers® for 2027, Including William S. Barrett as “Lawyer of the Year”
August 20, 2026
Recognition by fellow members of the legal profession remains one of the industry’s most meaningful distinctions. The 2027 edition of The Best Lawyers in America® includes 34 Mandelbaum Barrett PC attorneys, many recognized in multiple practice areas, along with 4 attorneys named to Best Lawyers: Ones to Watch® in America. The Best Lawyers in America […]
Steven Holt Named Incoming President of the Estate Planning Council of Northern New Jersey
May 19, 2026
Congratulations to Steven Holt, Esq., Chair of Tax Law and Co-Chair of Trusts & Estates at Mandelbaum Barrett PC, on being named the incoming President of the Estate Planning Council of Northern New Jersey. The Estate Planning Council plays an important role in advancing education within the estate planning profession, helping members deepen their knowledge […]
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 […]
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.