Hartman & Winnicki, P.C. is one of the leading tax, trusts and estates firms in northern New Jersey. Our Trust and Estate Planning, Estate Administration and Tax Law Practice is comprised of a team of knowledgeable and experienced tax attorneys who can assist clients in achieving their estate planning and tax objectives.
In addition, the efficient administration of an estate can result in shorter administration periods and both cost and tax savings for the heirs. Our firm’s trust, estate and tax attorneys offer years of experience and expertise in tax and estate planning matters.
Services provided by our attorneys include:
- Estate planning
- Asset protection planning
- Charitable planning
- Business succession planning
- Preparing wills and both revocable and irrevocable trusts
- Formation, organization and operation of charitable trusts and foundations
- Probate matters; estate and trust administration
- Probate and fiduciary litigation
- Elder law planning
- Representing clients in disputes with the IRS and State tax authorities at the examinations, appeals and collection levels
- Preparing Durable Powers of Attorney and Health Care Powers of Attorney (i.e. advance directives, health care proxies and living wills)
We are happy to provide the following material to assist both clients and others with estate planning and estate administration matters:
- Purposes of Estate Planning
- Estate Planning Checklists Help To Protect Heirs
- Checklist for Estate Planning Things To Do
- Important Papers Checklist
- Planning Checklist For Changing Domicile to New State
- Post-Mortem Letter Worksheet
- Administrative Checklist for After a Family Member Passes Away
- Funeral and Burial Instructions
Contact Andrew T. Wolfe or Dariusz M. Winnicki for more information.