Law Office of
Karen J. Shvarts, LLC
75 Main Street, Suite 201
Millburn, New Jersey 07041
About My Practice
I offer a common sense approach to estate and gift tax planning. I will take the time to listen to your story, understand your priorities, and design an estate plan that reflects your values. 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.
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 specialize in probate in New York and New Jersey, as well as the complete administration of estates, from the estate and inheritance tax return preparations, through beneficiary distribution and the ultimately closing of the estate, always providing compassionate guidance, with an eye towards minimizing the tax implications and efficient estate distribution.
How Can I Help You Today?
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Comprehensive Estate Planning Services, including the drafting of Wills, Trusts, Powers of Attorneys and Living Wills
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Review of existing Estate Plans
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Administration of multi-million dollar estates for decedents domiciled throughout the United States.
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Probate of Wills in New York and New Jersey.
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Advisory services to executors, trustees and beneficiaries with respect to the administration of estates and trusts.
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Preparation of Federal and State Estate and Inheritance Tax Returns and Federal Gift Tax Returns
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Negotiate and settle estate and inheritance tax audits.
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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
Probate & Estate Administration
Trust Administration
Contact Me
Karen J. Shvarts, Esq.
75 Main Street, Suite 201
Millburn, New Jersey 07041
EMAIL me to schedule a free 15 minute phone consultation
Phone
908-376-6447
Approach to Estate Planning
Clarity
Karen explains your options in plain language, so you can make informed choices with confidence.
Experience
Nearly 30 years of working in New Jersey and New York with families on trust and estate matters.
Compassionate Guidance
Difficult decisions require compassion and understanding. Karen takes the time to listen to your family dynamics to understand what matters most to you.
The Trifecta
A good estate plan requires professionals to work together. Karen coordinates with financial advisors and accountants to ensure every part of your plan works together.