Trusts and Estates

July 24, 2019Join Mandelbaum Salsburg and Sobel Co., LLC for Retirement Plans: The Pros and Cons of a Pre-Approved Plan Breakfast Seminar

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Attention Business Owners: You don't want to miss this informative program on Retirement Plans: The Pros and Cons of a Pre-Approved Plan being held at Mandelbaum Salsburg on September 25th from 8:30 a.m. – 10:00 a.m. Join Mandelbaum Salsburg and Sobel & Co., LLC for our breakfast seminar that will cover retirement plans from the legal and accounting perspective. Learn about best practices if you sponsor a qualified plan, prototype pre-approved plans, new IRS Correction Procedures and common plan issues identified by auditors....

June 13, 2019Martin D. Hauptman appointed to a three year term as a Consultor to the Real Property Trust and Estate section of the New Jersey State Bar Association

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Congratulations to Martin D. Hauptman, a partner in the Firm's #Trusts & #Estates practice group, who was appointed to a three year term as a Consultor to the Real Property Trust and Estate section of the @New Jersey State Bar Association. The Real Property Trust and Estate Law Section discusses developments in real #property, trust and estate law, including the creation and# administration of estates, #wills and trusts. Please join us in congratulating Martin on this achievement!...

26 MarMember Casey Gocel Named to NJBIZ Top 50 Women in Business

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We are proud to announce that Mandelbaum Salsburg Shareholder Casey Gocel has been named by NJBIZ as one of the Top 50 Women in Business....

23 OctJoin us for our 6th Annual Tax, Trusts and Estates Breakfast on December 4th!

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Join Mandelbaum Salsburg on December 4th for our 6th Annual Tax, Trusts and Estate Planning Forum at Mayfair Farms in West Orange New Jersey!...

October 8, 2018Steven Holt Answers NJ.com Reader's Question on Financial Responsibilities When a Spouse Dies

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Steven Holt answered a reader's question on NJ.com about a recent widow's inheritence and what steps to take next. Click here to read more....

October 4, 2018Steven Holt Answers Reader Question on NJ.com About an Inherited IRA

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Steven Holt, Chair of Mandelbaum Salsburg's Trusts and Estate Practice Group, answered a reader's question on NJ.com about how much you can take from an inherited IRA. Click here to read the full article....

October 3, 2018Shawna Brown Answers a NJ.com Readers Question on What Happens When Someone Who Owes Child Support Gets an Inheritance

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What happens when someone who owes child support gets an inheritance? Shawna Brown, an Associate in the Firm's Elder Law Practice Group, answers a NJ.com reader's question on what happens when an ex-spouse has a judgment against them and receives an inheritance. Read what Shawna has to say here....

September 20, 2018Steven Holt Publishes Article for ROI-NJ on The IRS Tax Amnesty Programs

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Steven Holt, Chair of Mandelbaum Salsburg's Tax, Trusts & Estates Practices recently authored an article for ROI-NJ on the IRS Tax Amnesty Programs for those with undisclosed holdings overseas and issues a warning that the IRS increasingly wants to know about your money overseas. Read what Holt cautions here....

August 27, 2018Steven Holt Authored an Article for NJCPA on the Offshore Voluntary Disclosure Incentive Program

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Steven Holt, Chair of Mandelbaum Salsburg's Tax, Trusts & Estates Practices and Alan Glazner, Of Counsel to the Firm's Tax Practice, authored an article for NJCPA on the Offshore Voluntary Disclosure Incentive Program which is ending September 28th. We encourage tax professionals, accountants and other advisors who advise clients on tax matters to read this!...

13 AugTax, Trusts & Estates Chair Steve Holt Talks About Brand Value and Business Succession Marketing

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Ever wonder the value of a strong brand in Business Succession Marketing and Planning? Check out Leon Grassi's latest DSM blog featuring a Q&A with Mandelbaum Salsburg's Tax, Trusts & Estate's Chair Steven Holt. This is a must read for business owners!...

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