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Estate Planning, Counseling, Administration & Litigation

  • Comprehensive estate planning and administration services for individuals and families, from foundational wills and powers of attorney to wealth preservation strategies for high-net-worth clients, business owners, and families with complex dynamics
  • Estate and legacy planning, including asset protection, business succession, charitable giving, planning for special needs children, and blended family structures; and trust and estate administration, including probate and state and federal tax matters
  • Disputes related to the investment, management and distributions of estates, trusts and guardianships

Planning for the future is one of the most impactful steps an individual can take for themselves and their loved ones. Greenbaum offers comprehensive estate planning, counseling, and estate administration services tailored to meet the unique needs of individuals and families across New Jersey and New York. We strive to provide the highest level of personal attention, coupled with extensive experience and professional expertise. Our collaborative approach emphasizes practical guidance that simplifies complex legal issues to best enable and empower our clients to make informed decisions about their future.

Our estate attorneys approach each client relationship with empathy, understanding, and a commitment to clear communication, guiding clients through every stage of the process. Our work ranges from advising clients with basic needs on fundamental and routine issues to structuring and implementing sophisticated protective strategies for clients with more intricate needs, including those with complex family dynamics, high-net-worth individuals, and the owners of closely held or family businesses.

Representative Matters

  • Advised the administrator of a multi-state $70 million estate, where the decedent died without a will, in resolving competing beneficiary interests and completing administration without dispute. 
  • Advised the executor of an estate with more than 30 domestic and international charitable and individual beneficiaries, coordinating cross-border distributions and guiding the matter to final settlement.
  • Advised the administrator of a multi-million-dollar estate holding an interest in a closely held business, preparing New Jersey inheritance tax filings and securing state approval of a favorable valuation position. 
  • Successfully petitioned for and obtained a federal and state income tax refund exceeding $500,000 on behalf of a decedent’s estate. 
  • Represented beneficiaries in a long-pending estate administration, securing long-delayed distributions and recovering additional funds by challenging improper expense allocations.
  • Designed and implemented advanced estate planning strategies for a high-net-worth client, removing more than $40 million in assets from the taxable estate. 
  • Structured a comprehensive estate plan for a family with a special needs child, creating long-term protections while preserving flexibility for other beneficiaries. 
  • Advised a blended family on estate planning involving jointly owned real estate and retirement assets, balancing spousal support with protection of children’s inheritance rights.
  • Developed an estate plan for a closely held business owner with children in differing roles, equitably allocating interests while preserving business continuity.
  • Structured asset ownership and financial arrangements for a married couple to preserve assets while qualifying a cognitively impaired spouse for Medicaid benefits. 
  • Advised a family on long-term care planning for an elderly parent, implementing strategies to protect substantial assets while ensuring access to assisted living and medical care. 
  • Implemented a tax-efficient succession plan for family-owned operating and real estate businesses, enabling the orderly transfer of ownership to the next generation. 
  • Successfully defended an executor against challenges to a complex administration involving the succession and continued operation of privately held businesses within a multi-million-dollar estate. 

Announcements

Seminars & Events

Strategic estate planning goes far beyond simple document preparation; it is a collaborative art form designed to protect your legacy against the unexpected. Greenbaum estate planning practice leader Michael K. Feinberg explains why a bespoke, high-touch approach is essential for identifying hidden risks and crafting flexible plans that stand the test of time. Discover how precision drafting and experience-driven foresight provide lasting security for you and your family.

Of Interest