AV Preeminent Peer Rated Attorneys
Summit Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
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AV Preeminent Peer Rated Attorneys
Summit Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Summit Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).

Ventura, Miesowitz & Keough, P.C.

4.8
8 Reviews

  • 783 Springfield Avenue, Summit, NJ 07901-2332

  • Law Firm with 8 lawyers3 awards

  • Large Firm Expertise, Small Firm Service And CareVentura, Miesowitz & Keough, P.C., is a law firm comprised of highly experienced attorneys who have successfully represented both... Read More

  • Estate Planning LawyersPersonal Injury Litigation, Trust and Estate Administration, and 12 more

Laurie Levine
Estate Planning Lawyer
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Wolfenson & Ashkenazi, P.C.

4.9
196 Reviews

  • Serving Summit, NJ and Union County, New Jersey

  • Law Firm with 3 lawyers4 awards

  • Helping You Get a Fresh Start in New Jersey, whether through divorce, purchase of a residential or commercial property, purchase of a business, or filing for bankruptcy protection.

  • Estate Planning LawyersFamily Law, Divorce, and 17 more

  • Free Consultation

  • Offers Video

Rebecca Ashkenazi Esq.
Estate Planning Lawyer
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Lanza Law Firm LLP

4.4
1 Review

  • Serving Summit, NJ and Union County, New Jersey

  • Law Firm with 2 lawyers1 award

  • Lanza Law Firm LLP assists with numerous legal challenges, including Personal Injury, Automobile Accidents, Head Spinal Injuries and Wrongful Death issues. From our office in South... Read More

  • Estate Planning LawyersPersonal Injury, Wills, and 29 more

Kenneth W. Thomas
Associate
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Patricia A. Mack Attorney at Law

3.9
7 Reviews

  • Serving Summit, NJ and Union County, New Jersey

  • Law Firm with 1 lawyer1 award

  • Patricia A. Mack Attorney at Law offers exceptional and compassionate legal assistance in the ares of Collaborative Divorce, Child Custody, Child Custody Modifications, Child... Read More

  • Estate Planning LawyersFamily Law, Collaborative Divorce, and 14 more

Patricia A. Mack
Estate Planning Lawyer
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Vanarelli & Li LLC

4.7
11 Reviews

  • Serving Summit, NJ and Union County, New Jersey

  • Law Firm with 4 lawyers1 award

  • New Jersey Elder Law, Estate Planning, Guardianship, Probate, Social Security, Medicaid, Will Contests, Litigation and Special Needs Lawyers

  • Estate Planning LawyersMedicaid and Public Benefits Planning, Special Needs and Disability Planning, and 31 more

Eric A. Strulowitz
Estate Planning Lawyer
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Whitlock Canter LLC

5.0
1 Review

  • Serving Summit, NJ and Union County, New Jersey

  • Law Firm with 2 lawyers1 award

  • At Whitlock Canter LLC, we focus our practice on estate planning and estate administration services. We can help you protect your hard-earned assets and pass them on to your loved... Read More

  • Estate Planning LawyersProbate, Estate Administration, and 13 more

David K. Whitlock
Estate Planning Lawyer
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James B. Van Epps

  • 7 Cedar St., Ste. 3, Summit, NJ 07901-2541

Ottilie Brechner Bello

  • 450 Springfield Avenue, Summit, NJ 07901

Debra B. Rosenbaum

  • 387 Springfield Ave., Ste. 2, Summit, NJ 07901-2710

James Garden, P.A.

  • 36 South Ave,, Summit, NJ 07901

Pfaltz & Woller, P.A.

  • 382 Springfield Avenue, Suite 217 (The Bassett Building), Summit, NJ 07901-2780

Richard L. Olive

  • 441 Springfield Ave., Summit, NJ 07901

Dempsey, Dempsey & Sheehan

  • 387 Springfield Ave., Summit, NJ 07901-2702

Lawyers At This Firm

Susan C. Taylor LLC

  • 13 Beachwood Road, Summit, NJ 07902

Bourne, Noll & Kenyon A Professional Corporation

  • 382 Springfield Ave., Ste. 507, Summit, NJ 07902-0690

Lawyers At This Firm

Law Offices of William T. Anastasio

  • 141 Butler Parkway, Summit, NJ 07901

Lindabury, McCormick, Estabrook & Cooper, P.C.

  • 480 Morris Avenue, Summit, NJ 07901-1527

Lawyers At This Firm

Law Offices of John M. Clyne, Jr.

  • 490 Morris Avenue, Summit, NJ 07901

Hartlaub, Dotten & Mezzacca, P.C.

  • 47 River Rd., Summit, NJ 07901

Lawyers At This Firm

Paul G. Deehan

  • 61 Wallace Rd., Summit, NJ 07901-1611

Wilk Auslander LLP

  • 121 Summit Ave., Ste. 202, Summit, NJ 07901

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Additional Resources

Looking for Estate Planning Lawyers in Summit?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

CLIENT RECOMMENDED
68 %

32 Client Reviews

PEER REVIEWS
4.7

77 Peer Reviews

User Resources

Lawyer Resources

Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

Can my 83 yr old transfer her assets to her children money and home to reduce the tax liability

Diana L. Anderson
Answered by attorney Diana L. Anderson
Estate Planning lawyer at Diana L. Anderson
It is not possible to answer this based on the information given.  If you are trying to avoid estate taxes, the money will be drawn back into the estate, if the person dies within 3 years o the gift.  In order to avoid the taxes, the person must give up all indicia of ownership of the asset.  I prefer to let elderly people keep their assets to pay for their own care instead of worrying about taxes.  estate taxes will nt be inucrred unless the estate is over $675,000
It is not possible to answer this based on the information given.  If you are trying to avoid estate taxes, the money will be drawn back into the estate, if the person dies within 3 years o the gift.  In order to avoid the taxes, the person must give up all indicia of ownership of the asset.  I prefer to let elderly people keep their assets to pay for their own care instead of worrying about taxes.  estate taxes will nt be inucrred unless the estate is over $675,000
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Is my mom entitled to everything that used to belong to my dad, including the money he asked me to keep in my bank account?

Diana L. Anderson
Answered by attorney Diana L. Anderson
Estate Planning lawyer at Diana L. Anderson
If the money in the account is in your name, then it is not part of the estate.  Ther eis something called an "account of convenience" where someone adds a name to an account to make it more convenient to write checks.  However, if the account is solely in your name, I don't see how your mother can make a claim to it.     
If the money in the account is in your name, then it is not part of the estate.  Ther eis something called an "account of convenience" where someone adds a name to an account to make it more convenient to write checks.  However, if the account is solely in your name, I don't see how your mother can make a claim to it.     
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What makes up the net value of an estate. Is it only the monies that enter in and out of the estate account

Diana L. Anderson
Answered by attorney Diana L. Anderson
Estate Planning lawyer at Diana L. Anderson
For estate tax purposes, this amount would be included in the estate value.  the exemption in New Jersey is any amount  under the total of $675,000.  If the estate is over that amount, estate taxes are due.
For estate tax purposes, this amount would be included in the estate value.  the exemption in New Jersey is any amount  under the total of $675,000.  If the estate is over that amount, estate taxes are due.
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