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Estate Planning, Probate & Litigation

East Brunswick Wills and Estates Lawyer

Forget about a fill-in-the-blanks kit. Our estate planning and estate litigation attorney is routinely called upon to resolve problems created by do-it-yourself estate plans or inexperienced lawyers.

To protect your assets, minimize tax liabilities and guide loved ones in the event of your death or incapacity, you need personalized estate planning by a lawyer with a sophisticated knowledge of the law, estate taxation and all the potential pitfalls. Call 1-877-NJLAW4U and ask for a consultation with Bob Zullo.

Basic Estate Planning

Martin Kane Kuper, LLC represents a wide range of clients — from individuals and couples with limited assets beyond their home equity and retirement accounts to high net worth clients with complex holdings for whom more sophisticated estate planning is necessary.

Estate planning lawyer Bob Zullo will take the time necessary to get to know your personal situation and to insure that your estate planning objectives are enforced.

  • A simple will to leave your assets to intended heirs
  • An advance health care directive for medical decisions on your behalf, including living wills regarding life-support measures
  • Durable powers of attorney to handle your personal finances and business affairs if you cannot
  • Guardianship and inheritance provisions for minor children

Trusts and Advanced Strategies

We counsel many executives, business owners and licensed professionals who need more sophisticated measures to protect wealth and pass it on with the minimum tax exposure and delay. The process starts with an inventory of which assets will pass through probate and which will not. Life insurance proceeds, for example, generally pass outside the estate to designated beneficiaries and are not split among other heirs. It is imperative to understand how assets are titled to make changes or offsets in the will to reflect your intentions.

Mr. Zullo is familiar with the broad range of trusts and provisions to minimize federal estate taxes, protect assets from creditors and judgments, leave bequests to charities, and provide for an adult disabled child, or establish criteria for inheriting. He can explain the advantages of bypass, credit shelter trusts, family limited partnerships, self-settled and third-party special needs trusts, life insurance trusts (ILIT) and other irrevocable trusts. (Revocable “living trusts” are not necessary in New Jersey.)

Estate Administration and Probate Litigation

New Jersey probate is simpler than many states, but settling the estate of a family member is a time-consuming task which can get complicated if there are tax elections and disclaimers are indicated.

Mr. Zullo offers efficient, cost-effective probate administration counsel to the executor/executrix to carry out the duties: gathering and inventory of assets, paying debts and taxes, distributions to heirs, and final accounting and reporting.

He also represents beneficiaries, omitted heirs or the estate in will contests (undue influence, testamentary capacity), and executors/administrators or the plaintiffs in litigation alleging breach of fiduciary duty (fraud, theft or dereliction).

Contact our experienced wills and estate lawyer to begin getting your affairs in order or to discuss a probate issue. You can reach us at 732-214-1800, (toll free) 1-877-NJLAW4U or by email.