Skip to primary navigation Skip to primary sidebar Practices Trusts, Estates & Private Clients OVERVIEW RELATED McCarter has a “hugely impressive group,” says a market source. “They know their stuff, are always very helpful, and have the right mix of technical skills and client service.” Another comments on the firm’s “great reputation and long history in the trust and estates area.” ⁠—Chambers High Net Worth Our Trusts, Estates & Private Clients practice advises high net worth individuals, closely held businesses, and financial institutions, among others, on a broad range of matters, including estate and personal tax planning; charitable giving; estate administration; and estate, trust, and fiduciary litigation. Estate and Personal Tax Planning Open Charitable Giving Open Estate Administration Open Estate, Trust, and Fiduciary Litigation Open Representative Matters Religious institution—Trust planning Created a trust for the benefit of retired and elderly members of a religious order to protect the proceeds of the sale of the order’s real estate, coordinating with a specialist to comply with canon law. Family business—Estate planning Developed a sophisticated estate plan that transferred shares of the family business to the next generation in a tax-effective manner, using trusts to preserve the family wealth for succeeding generations. Business owner—Estate administration Administered the multimillion-dollar estate of a deceased business owner, preparing federal and state estate and inheritance tax returns and overseeing the distribution of assets to charitable and individual beneficiaries and continuing trusts. Private client—Historic family trust Reformed a historic family trust to adapt the trust terms and its trustee appointments to the current needs of the family. News|Recognition McCarter Lawyers Named 2021 Super Lawyers and Rising Stars 10.15.2021 Events|Webinar Will Drafting Fundamentals Post Pandemic NJICLE 9.27.2021 Events|Speaking Engagement Evidence in Trust and Estate Litigation New Jersey Institute for Continuing Legal Education 08.24.2021 Events|Speaking Engagement New Fiduciary Roles in New Jersey Directed Trustees, Trust Protectors and Others NJICLE 2021 Estate Planning Summer Institute 7.30.2021 News|Recognition Michael Guariglia Named a 2021 NJBIZ ICON NJBIZ 5.5.2021 News|Press Judson Stein and Lauren Nakachi Expand McCarter’s Trusts, Estates & Private Clients Practice in Newark Press Release 4.28.2021 Events|Webinar Estate Planning Primer NJICLE 4.19.2021 Events|Speaking Engagement New Jersey’s Trust Code New Jersey Institute for Continuing Legal Education 3.23.2021 Publications|Article Planning for the Risk of Trust Litigation with Trust Situs or Governing Law Selection New Jersey Law Journal 3.17.2021 Events|Webinar Ethics and Professionalism in Today’s Society: How to Discuss, Address and Promote Diversity, Equity and Inclusion in Your Estates Practice and With Your Clients The American College of Trust and Estate Counsel 2.2.2021 Events|Speaking Engagement New York vs. New Jersey: Trust and Estate Planning, Administration, and Litigation on Both Sides of the Hudson New Jersey Institute for Continuing Legal Education 1.23.2021 News|Recognition 85 McCarter Lawyers Named 2020 Super Lawyers and Rising Stars 10.28.2020 News|Recognition The Best Lawyers in America Recognizes 61 McCarter Attorneys in 2021 Referral Guide, Names Seven “Lawyer of the Year” The Best Lawyers in America 8.20.2020 Events|Speaking Engagement New Jersey Directed Trusts: Nontraditional Fiduciary and Non-Fiduciary Roles 2020 Estate Planning Summer Institute 7.24.2020 Publications|Alert Taxpayers That Paid the Net Investment Income Tax or the Additional Medicare Tax Should Consider Filing Protective Claims for Refund Westlaw Journal/Tax & Benefits Alert 7.9.2020 Events|Webinar Trusts and Divorce: What Family Lawyers Must Know About Accessing Trust Assets in Divorce New Jersey Chapter of the American Academy of Matrimonial Lawyers 5.2.2020 Events|Speaking Engagement Trust Drafting Fundamentals that Stand the Test of Time New Jersey Institute for Continuing Legal Education 3.30.2020 Events|Speaking Engagement Estate Planners Day 2019 Estate Planning Council of Bergen County 10.24.2019 News|Recognition 95 McCarter Lawyers Named 2019 Super Lawyers and Rising Stars 10.18.2019 Events|Speaking Engagement Trusts 101 National Business Institute 8.26.2019 News|Recognition The Best Lawyers in America Recognizes 60 McCarter Attorneys in 2020 Referral Guide, Names Six “Lawyer of the Year” Best Lawyers 8.15.2019 Events|Speaking Engagement New Jersey Directed Trusts: Nontraditional Fiduciary and Non-Fiduciary Roles 2019 Estate Planning Summer Institute 7.26.2019 News|Press Timothy Ferges Selected for the Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel McCarter Press Release 7.18.2019 News|Recognition Chambers Ranks 54 McCarter Attorneys and 14 Practice Areas for 2019 Chambers USA Guide to Leading Lawyers 5.8.2019 News|Recognition Timothy Ferges Receives 2018 Excellence in Writing Award From the ABA ABA Probate & Property Magazine 1.18.2019 Events|Speaking Engagement Will Strategies to Prevent Conflict and Confusion National Business Institute 12.13.2018 Events|Speaking Engagement Your Ethical Duty to Be Technologically Competent: Understanding the Technological Risks of Your Practice McCarter & English CLE Program 12.5.2018 Events|Speaking Engagement New Tax Basis Consistency Requirements National Business Institute 11.7.2018 Publications|Article Estate Planning and Administration in the Digital Age CCH’s Taxes – The Tax Magazine, Volume 96, No. 11 11.1.2018 News|Quote Paying It Forward: How Good Communication, Planning Amongst Kin Can Help to Minimize Tax Bite on Family Businesses NJBIZ 10.22.2018 News|Recognition 106 McCarter & English Attorneys Named 2018 Super Lawyers and Rising Stars Super Lawyers 10.19.2018 Events|Speaking Engagement Funding Marital and Charitable Trusts—Tax and Non-Tax Considerations Advanced Estate Administration Program - New Jersey Institute of Continuing Legal Education 10.10.2018 Events|Speaking Engagement Fiduciary Litigation Update: Planning & Administration Techniques that Stand the Test of Time New Jersey Law Center, New Brunswick, NJ 9.20.2018 News Attorneys Who Moved up the Firm Ranks in Q2 Law360 8.9.2018 Events|Speaking Engagement New Jersey Directed Trusts: Nontraditional Fiduciary and Non-Fiduciary Roles 2018 Estate Planning Summer Institute 7.20.2018 Publications|Article A Dichotomy of Fiduciary Duties: Which Hat Does a Trustee Wear While Managing the Trust’s Business? ABA Probate & Property Magazine, Volume 32, No. 4 7.2.2018 Publications|Article A Commentary Regarding the Section’s Technology Task Force ABA Probate & Property Magazine, Volume 32, No. 4 7.2.2018 News|Quote Dueling News Conferences, but Signs of Compromise in Trenton Budget Battle ROI-NJ 6.27.2018 Events|Speaking Engagement Communicating the Wealth Plan: How, When and Why to Lift the Veil on Your Estate Plan 30th Annual American Bar Association Real Property, Trust & Estate Law Section Spring Symposia 5.11.2018 Events|Speaking Engagement It’s a World of Tears and a World of Fears: Crisis Management of Estates 30th Annual American Bar Association Real Property, Trust & Estate Law Section Spring Symposium 5.10.2018 Events|Speaking Engagement Your Ethical Duty to Be Technologically Competent: Understanding the Technological Risks of Your Practice McCarter & English CLE Program 5.9.2018 Events|Speaking Engagement Tax Reform: What Does it Mean for Estates and Trusts? CPA Academy 2.12.2018 News|Quote When New Jerseyans Die, What Becomes of E-assets? ROI-NJ 1.17.2018 Events|Speaking Engagement Decedents’ Accounts: A Review of the NJ Estate Tax Lien, Waiver Documentation Requirements, Procedures for Closing a Decedent’s Account, and Powers of Attorney New Jersey Bankers Association 3.30.2017 News|Quote Why You Should Get Around to Drawing Up a Will The New York Times 2.8.2017 News|Quote Windfall Recipients May Need Lawyers to Help Protect Them From Themselves ABA Journal 12.1.2016 Publications|Article Commentary of ABA RPTE Taskforce on Do-It-Yourself Estate Planning ABA Probate & Property Magazine 12.1.2016 News|Recognition The Best Lawyers in America Recognizes 56 McCarter Attorneys in 2017 Referral Guide; Five Named “Lawyer of the Year” The Best Lawyers in America 8.15.2016 Publications|Article NJ’s Trust Code: Litigation and Other Issues New Jersey Law Journal, Volume 222 6.27.2016 Publications|Article Prenuptial Agreements: Beyond the Basics New Jersey Law Journal 6.17.2016 Events|Speaking Engagement Uniform Trust Code New Jersey Bankers Association 6.1.2016 Publications|Article NJ’s Trust Code: The Major New Substantive Features New Jersey Law Journal 5.30.2016 Publications|Article Trust Beneficiaries and Virtual Representation Under the New Trust Code New Jersey Law Journal 5.2.2016 Publications|Article New Jersey’s Trust Code: Creation, Validity and Types of Trusts New Jersey Law Journal 4.11.2016 Publications|Article New Jersey Adopts the Uniform Trust Code: Something Old, Something New, Something Borrowed, But What Does it Mean for You? New Jersey Law Journal 3.21.2016 News|Quote Wills & Estates: Control How Your Assets Will Be Distributed New Jersey Business Magazine 2.8.2016 Publications|Article Assessing the Conduct of Trustees Who Act as Business Managers New Jersey Law Journal 12.17.2015 Events|Speaking Engagement Trends in Estates and Trusts: Planning, Administration and Litigation New Jersey State Bar Association – Real Property, Trust and Estate Law Section 11.19.2015 News|Recognition 57 McCarter Attorneys Recognized in 2016 Referral Guide; Five Named “Lawyer of the Year” The Best Lawyers in America 8.17.2015 Publications|Article In the Red: Decedent’s Creditors and Non-Probate Assets New York State Bar Association Trusts and Estates Law Section Newsletter 7.9.2015 News|Recognition McCarter & English Listed in U.S. News – Best Lawyers 2015 “Best Law Firms” Rankings 11.15.2014 News|Recognition 54 McCarter Attorneys Recognizes in 2015 Guide; Seven Named “Lawyer of the Year” The Best Lawyers in America 8.18.2014 News|Recognition McCarter & English is pleased to announce its Pennsylvania Super Lawyers for 2014 Super Lawyers 6.1.2014 Events|Speaking Engagement Annual Estate, Trust and Fiduciary Litigation Update on Issues Involving Estate and Trusts New Jersey State Bar Association Annual Meeting 5.15.2014 Events|Speaking Engagement The Future of Estate and Trust Practice American Bar Association Real Property Trust & Estate Section Spring Symposium 5.2.2014 Events|Speaking Engagement National Fiduciary Risk and Recent Developments Seminar American Bankers Association 5.1.2014 Events|Speaking Engagement Estate Planning Update New Jersey Senior Lawyers Conference 4.29.2014 News Some States Are Moving to Loosen Their Estate Taxes New York Times 1.24.2014 Publications|Article Understanding and Using Trusts: Chapter 16, Trust Termination, 3rd Edition Massachusetts Institute of Continuing Legal Education 1.1.2014 Copyright © 2021 McCarter & English, LLP. 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