Best Morristown, New Jersey Tax Lawyers
Philip Corbo is a Co-President of the Firm and a member of the Tax, Trusts & Estates Department. His practice focuses on estate planning, business succession planning, fiduciary/trust & estate litigation, and trust & estate administration. He is a Fellow of The American College of Trust and Estate Counsel. Philp represents high net worth individuals and families in matters ranging from estate planning to complex business succession planning. His client base includes owners of mult...
Eugenia Yudanin focuses her practice on tax planning for businesses, high net worth individuals and charities, including acquisition, disposition and restructuring of business entities, real estate transactions, estate planning and charitable giving. She has advised clients in connection with the formation, operation and disposition of their businesses, as well as employment arrangements, executive compensation and business succession planning. Eugenia has extensive experience in gift and est...
Susan Holzman focuses primarily on estate planning and administration, estate and gift taxation, and income taxation of individuals and entities. Her experience includes tax and estate planning for business executives, professionals, and high net worth owners of closely-held businesses and their families. She provides customized advice concerning business succession planning, the implementation of lifetime gift programs, and intra-family sales, and she drafts and negotiates premarital agreeme...
Lilian C. Lasofsky-Guzman is a lawyer recognized by Best Lawyers in the practice area of Tax Law. Lilian C. practices law in Morristown, New Jersey Best Lawyers has recognized Lilian C. Lasofsky-Guzman since 2027. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Lilian C. Lasofsky-Guzman is held by other lawyers.
Cheryl Ritter assists clients in the development and implementation of estate and gift planning matters including wills, trusts, financial powers of attorney, living wills, and health care agent designations. In this role, Cheryl counsels individual clients on the tax-efficient transfer of wealth using a variety of strategies, including dynasty trusts, life insurance trusts (individual and survivorship), qualified personal residence trusts, grantor retained annuity trusts, charitable trusts, ...
Joseph P. Scorese is a Member of the Sills Cummis & Gross Tax, Trusts and Estates Practice Group. His primary area of practice is complex estate planning and estate and trust administration for high net worth individuals and families. He counsels clients in the New York and New Jersey area and helps them design and realize both appropriate and realistic estate planning goals. He then implements those goals with customized drafting solutions utilizing sophisticated wills and trusts, along ...
David B. Wolfe focuses his practice on representing taxpayers in significant real estate tax matters. He also represents corporate and individual clients in complex civil litigation. He has extensive experience in all types of property tax appeals, including hotel, multi-family, retail, office, industrial properties, assisted living and skilled nursing facilities. He frequently counsels clients regarding property tax exemption matters, abatements, and PILOTs. David also routinely performs pro...
Alan E. Sherman focuses on the area of tax and corporate planning. He regularly counsels clients ranging from small business entrepreneurs to Fortune 500 public companies. He brings a unique advantage to clients — an understanding of business and related areas such as real estate and mergers and acquisitions and the application of the tax laws to achieve the maximum benefit. With this perspective, he is able to suggest creative and practical tax solutions to client problems. Alan Sherma...
Heidi I. Hansen is a member with the firm’s Trusts & Estates and Tax Groups whose practice focuses on complex estate planning, gift tax planning and estate administration matters. She assists individuals, businesses and estates with tax audits and in the United States Tax Court; collaborates frequently with white collar defense attorneys in defending criminal tax matters; and helps form, and advises, nonprofit organizations. Heidi began her legal career in private practice before jo...
Bruce E. Goldman is a lawyer recognized by Best Lawyers in the practice areas of Tax Law and Trusts and Estates. Bruce E. practices law in Madison, New Jersey Best Lawyers has recognized Bruce E. Goldman since 2024. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Bruce E. Goldman is held by other lawyers.
Allan C. Bell is Chair of the Sills Cummis & Gross Trusts and Estates Practice Group. He practices primarily in tax planning for individuals, businesses, nonprofit organizations, estates and trusts. He brings his innovative, in-depth tax planning experience as well as the ability to analyze, explain and implement sophisticated techniques to his clients. Allan Bell's insight into the government’s interpretations and views on issues allows him to provide efficient and thorough service...
David Ritter provides advice on income and estate tax planning for individuals, including tax planning for their business and investments. He provides business succession planning and sophisticated estate planning services to a wide range of clients. Mr. Ritter also provides advice and prepares agreements for the organization, operation, sale and/or merger of closely held businesses organized as corporations, limited liability companies or partnerships. He has represented such businesses with...
Martin L. Lepelstat focuses his practice on tax and trusts and estate planning. He represents individuals, businesses, partnerships, limited liability companies, corporations, and special types of entities in connection with strategic planning, structuring and defense of tax transactions. Martin frequently represents clients at both the federal and state levels in tax related matters, including tax audits and appeals. As a skilled practitioner in the tax controversy area, he has dealt with IR...
Simon Levin is Chair of the Sills Cummis & Gross Tax and Financial Planning Practice Group. He has over thirty-five years of experience with in-depth and innovative tax and financial planning expertise for businesses and individuals. He has written and lectured widely on various tax topics, with his articles appearing across numerous legal, tax, and professional publications. He co-authored the book, Estate Planning and Administration in New Jersey , and the American Institute of Certifie...
Michelle Bergeron Spell focuses her practice on estate planning, succession planning and trust and estate administration for domestic and foreign individuals. She has extensive experience in multi-generational estate planning and asset protection. Michelle's clients include high net worth individuals and families for whom she handles such matters as wills, grantor retained interest trusts, generation-skipping trusts, family limited partnerships and living trusts. Michelle has extensive experi...
