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Estate Tax Planning

South Jersey Estate Tax Planning Attorney

For many people, their estates represent much more than the simple accumulation of assets. Your estate may represent the accumulation of your efforts. It may represent a legacy that you wish to leave for the benefit of your loved ones. It may represent a way for you to help the next generation begin their lives from a better position.

No matter what your estate represents to you, it means more than the sum of its parts. Protecting your estate from unnecessary dilution deserves as much effort as you put into building your estate.

At Donnelly LLC, our Camden estate tax attorney can help protect your estate from unnecessary estate and inheritance tax burdens. Attorney Brian Donnelly holds a Master of Laws in taxation, an advanced law degree awarded to lawyers after they have completed law school and attended two additional years of schooling in a particular subject area. Brian Donnelly also holds a certificate in estate and gift tax planning as part of his Master of Laws. He brings extensive experience to the aid of clients who are seeking to maximize the benefit that their estates can provide to their loved ones.

Our Skill In Estate Planning And Estate Administration Can Help Minimize Undue Tax Burdens

Our firm will take a comprehensive approach to minimizing:

  • Federal estate taxes
  • New Jersey estate taxes
  • New Jersey inheritance taxes

The New Jersey estate tax is uncoupled from the federal estate tax. In New Jersey, anything above $675,000 is taxed, whereas under the federal estate tax, that threshold is $3.5 million. Also in New Jersey, inheritance that is not directed toward your spouse, children or grandchildren is subject to the inheritance tax. For the federal estate tax, a filing is required for estates with combined gross assets and prior taxable gifts exceeding $1.5 million in 2004-2005; $2 million in 2006-2008; $3.5 million for decedents dying in 2009; and $5 million or more for decedents dying in 2010 and 2011 (Note: There are special rules for decedents dying in 2010); $5.12 million in 2012, $5.25 million in 2013 and $5.34 million in 2014.

Beginning Jan. 1, 2011, estates of decedents survived by a spouse may elect to pass any of the decedent's unused exemption to the surviving spouse. This election is made on a timely filed estate tax return for the decedent with a surviving spouse.

Brian Donnelly is highly skilled at minimizing the burden that estate and inheritance taxes present. Let us help you preserve more of your estate so that you can benefit whom you choose.

Contact Us

For highly skilled counsel that is dedicated to helping you preserve the legacy of your estate and benefit that it can provide, turn to the experienced New Jersey estate tax lawyer of Donnelly LLC. To learn more about how we can protect your estate, call 856-324-6147 or toll free at 866-907-6368, or simply contact us online for a free initial consultation.