Law Office of Karen J. Shvarts LLC

How Can I Help You Today?

• Drafting of Wills, Trusts, Powers of Attorneys and Living Wills/Health Care Proxies

• Gift tax planning

• Preparation of Gift Tax Returns and Generation Skipping Tax Allocations

• Pre-death planning, including the maximization of death bed transfers, analyzing the income and estate tax implications of same.

• Administration of multi-million dollar estates for decedents domiciled throughout the United States.

• Probate of Wills in New York and New Jersey. 

• Advisory services to executors, trustees and beneficiaries with respect to the administration of estates and trusts. 

• Preparation of Federal and State Estate and Inheritance Tax Returns

• Negotiate and settle estate and inheritance tax audits.

• Establish and fund trusts, including Qualified Plan Trusts, Credit Shelter Trusts, Marital Trusts and Children’s Trusts

Areas of Practice

Wills / Trusts

Living Wills / Powers of Attorney

Estate & Gift Tax Planning

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Probate & Estate Administration

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Trust Administration

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About the Practice

I offer a common sense approach to estate and gift tax planning.  I will thoroughly explain how the estate plan will affect your personal and tax circumstances, in terms you can easily understand.  No matter how simple or complex the estate plan, I am committed to honoring your intentions and giving you the personal service you deserve.

I pride myself  on being available every step of the way.  Once the estate planning is complete, I continue to be available to provide guidance regarding continued lifetime gifting in order to maximize the transfer of wealth from one generation to the next and minimize the imposition of Federal and State Estate and Inheritance Taxes.

Upon the loss of a loved one, when you need the right person to guide you, I will provide that helping hand. I am here to provide advice and guidance when you need it most.  I specialize in probate in New York and New Jersey, as well as the complete administration of decedent's estates, from the estate and inheritance tax return preparations, through beneficiary distribution and the ultimate closing of the estate, always with an eye to minimizing the tax implications.