Estate Planning and Estate AdministrationOur attorneys bring over 100 years of collective experience in estate planning and administration to help our clients make the decisions that best suit their family and economic circumstances, as well as help anticipate those issues that will confront their loved ones when their estates require administration.
We could present you with an impressive list of the common – and sometimes not so common – estate planning techniques we have regularly implemented for our clients. But estate planning is not just about techniques. Our goal is to listen to you and use our expertise to help you make decisions about the estate plan that best fits your particular needs, desires and financial situation. Many of our clients have challenging and unique estate planning issues, including succession issues in a family business, intellectual property, non-U.S. assets or other characteristics that demand special attention. But whether you are the owner of a closely-held, middle-market business, a first-generation entrepreneur, the beneficiary of multi-generational wealth or have complex philanthropic goals, we have the experience to deal with the planning issues you face.
We also understand the need for estate plans that, in addition to meeting your desired goals, take advantage of current (and ever-changing) opportunities for federal and state estate, gift and income tax savings.
But even the most carefully considered estate plan cannot be fully realized without diligent and highly-skilled estate administration after you are gone, and we have successfully settled hundreds of estates of varying complexity in New Jersey and New York. Our administration team involves not only our attorneys but also our highly qualified and seasoned paraprofessionals, whose hands-on assistance can help make a difficult process easier for our deceased clients' loved ones.
The attorneys at Sherman Wells have successfully represented individual executors, trustees, personal representatives, guardians and other fiduciaries, as well as beneficiaries and other interested parties, in all aspects of fiduciary litigation before the Superior Court of New Jersey and the Surrogate’s Court in New York.
Our firm has extensive experience litigating diverse fiduciary disputes involving trusts and estates, including will contests involving allegations of undue influence and lack of testamentary capacity, will and trust construction and reformation, contested fiduciary accounting proceedings, other proceedings involving alleged breaches of fiduciary duties, and the appointment or removal of fiduciaries.Our Fiduciary and Estate Litigation Team:
Julian W. Wells, Partner
Joshua S. Bratspies, Partner
Jordan D. Weinreich, Partner