Estate Planning

Attorney Erik Olson

Erik Olson

Biography Erik assists individuals and families by developing efficient estate, gift and generation-skipping transfer tax plans. He prepares wills, trusts, and other estate planning documents, as well as estate and

Attorney ISO Stuart Schoenfeld

Stuart H. Schoenfeld

Biography Stuart’s extensive elder care and estate planning practice spans over 25 years and includes the preservation of assets for the benefit of chronically ill, developmentally delayed, and elderly individuals,

Attorney ISO Jordan Kanzer 2

Jordan Kanzer

Biography Jordan Kanzer practices in the areas of estate planning and estate administration. He works closely with individuals and families to design sophisticated estate plans and gifting strategies focused on

robert barnett new

Robert S. Barnett

Biography Mr. Barnett applies creative and practical solutions to estate and business planning.  He has served on many committees, is a frequent lecturer, and has published articles on numerous aspects

Attorney ISO Gregory Matalon 2

Gregory L. Matalon

Biography He regularly helps individuals and families plan for the future through the preparation of Last Wills and Testaments, Trusts, Living Wills and Health Care Proxies, and Durable Powers of

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Late Portability Election: New Relief Available

Late Portability Election: New Relief Available The IRS has just changed the timeframe for filing a late portability election for federal estate tax purposes. This is extremely important to those