Michael L. Salad and Jarad K. Stiles to speak on Sept. 25: Planned Giving Panel Discussion

September 25, 2018 8:00-10:00 Stockton’s Carnegie Center 35 S Martin Luther King Blvd Atlantic City NJ 08401 Registration: www.acchamber.com/events/power-breakfast-panel  $20.00/Chamber Members FREE Michael L. Salad, Esq., LL.M.  (Moderator) Business & Tax and Cyber Risk Management, Partner, Cooper Levenson Anthony Fraizer—Executive Director of the Community Foundation of South Jersey Jarad K. Stiles, Esq., LL.M.—Tax Law and … Continue reading “Michael L. Salad and Jarad K. Stiles to speak on Sept. 25: Planned Giving Panel Discussion”

Jarad Stiles to speak at Absecon Business & Commercial Development meeting March 14

See our album of photos from last night’s event with the Absecon Business & Commercial Development General Membership Meeting on March 14. PLACE: Villa Rifici’s, 308 White Horse Pike, Absecon. MEET & GREET: 5:30 pm Meet & Greet with appetizers and cash bar GUEST SPEAKER: 6:15 p. Jarad K. Stiles, Business Tax Attorney from Cooper … Continue reading “Jarad Stiles to speak at Absecon Business & Commercial Development meeting March 14”

Charitable Giving: Donor-Advised Funds

We frequently consult with clients who inquire about making charitable contributions, but they are unsure how they wish to allocate their contributions. Many clients approach us with a tax situation which presents an opportunity to make a charitable gift, but the client may not have a clear idea as to which charities are important to … Continue reading “Charitable Giving: Donor-Advised Funds”

When Accidents Happen

In my years of practice, I have addressed the issue of when accidents – whether due to car accidents, strokes, or other debilitating illnesses – happen unexpectedly. I have seen firsthand what difficulties this causes families. While many people do prepare for end of life planning – i.e. a Last Will and Testament – often … Continue reading “When Accidents Happen”

Digital Assets in Estate Planning 2016 Florida Update

Florida has become the latest state in a nationwide trend by state legislatures to address the disclosure of digital assets from service providers to estates. Pursuant to the Florida Fiduciary Access to Digital Assets Act (“Act”), online service providers are deemed to be the custodians of their respective users’ “digital assets.” The Act defines “digital … Continue reading “Digital Assets in Estate Planning 2016 Florida Update”

NEW JERSEY ESTATE TAX PHASE-OUT

While the proposed decrease in New Jersey sales tax and increase in gas tax is garnering all of the headlines, the proposed phase-out of the New Jersey estate tax will have a significant impact on New Jersey residents. On Friday afternoon, New Jersey Governor Chris Christie announced that he reached a compromise with the Democrat-controlled … Continue reading “NEW JERSEY ESTATE TAX PHASE-OUT”

Who Gets What? Contract Protects Will in Blended Family

Non-traditional families can present interesting challenges in the event of a death. For instance, a husband and wife may have children and grandchildren from prior marriages. How do you ensure that they will be adequately provided for if you predecease your spouse? The Superior Court of New Jersey recently ruled on a case where a … Continue reading “Who Gets What? Contract Protects Will in Blended Family”

Who to Appoint as Executors and Trustees and What’s the Difference?

When we prepare wills for clients, we are often asked about the difference between a personal representative and a trustee. Generally, a personal representative is tasked with preparing funeral arrangements, paying taxes and debts owed by the decedent and ensuring that the decedent’s wishes are carried out. Traditionally, a person that manages the affairs of … Continue reading “Who to Appoint as Executors and Trustees and What’s the Difference?”