Wills, Trusts & Estates and Tax Planning

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In today’s rapidly changing financial climate, our attorneys remain current in tax law developments to be able to provide sound advice on the immediate and long-range tax concerns of our clients. The tax, trust and estate practice of DiFrancesco Bateman involves in- depth knowledge of federal, state and local tax codes that affect individuals, partnerships and corporations.

We assist individuals and families in achieving their objectives of minimizing estate, gift and income taxes. We also assist executors and trustees to manage and finalize estates, including handling probate, collection of asset information and filing New Jersey inheritance and estate tax returns and Federal estate tax returns. We also assist families to plan for the long-term care of family members with special needs through the development of Special Needs Trusts.

DiFrancesco Bateman provides personalized planning and guidance in the reorganization of closely held businesses in order to shield the owners from the impact of taxes, to the maximum extent possible. A thorough understanding of all our clients’ business practices and goals is vital to tax planning. Our attorneys work with clients to minimize taxes and tax implications in a wide range of individual, corporate and partnership affairs. We work to accomplish our clients’ short- and long-term goals and provide advice to allow for the continuity of a business upon the retirement or death of a principal.

Our trust and estate practice gives personal attention to will preparation and probate; fiduciary accounting; pre- and post-mortem tax planning; custodianships; durable powers of attorney; living wills; conservatorships. We also have extensive experience advocating for our clients in will contests and other forms of estate litigation.