Cynthia Sharp Haddon Heights, New Jersey
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PROFESSIONAL VITA
Bar Memberships:
New Jersey (1982)
Pennsylvania (1982)
District of Columbia (1981)
Education
New York University School of Law, LL.M. (Taxation), 1982
Georgetown University Law Center, J.D., 1981, Cum Laude Worked full-time while attending evening classes (September 1977 through May 1981)
Ball State University, Muncie, Indiana, WA. 1976, Magna Cum Laude, GPA 3.6 Awarded 4 year tuition scholarship; Supported self through employment earnings
Professional Affiliations:
Accredited Estate Planning Attorney
Philadelphia Estate and Financial Planning Council
Estate and Financial Planning Council of Southern New Jersey - President (June 2005 - June 2006) -First Vice President (June 2004 - June 2005) -Second Vice President (May 2003 - June 2004) -Secretary (May 2002 - May 2003)
National Academy of Elder Law Attorneys -Treasurer, New Jersey Chapter (June 2006)
New Jersey State Bar Association
Secretary of New Jersey State Bar Association's Elder Law Section (June 2000 - June 2003)
Co-Editor of Newsletter of Elder Law Section (June 1999 to June 2000)
Legislative Coordinator for Elder Law Section (June 1996 - June 1997)
Liaison for the Elder Law Section (June 1997 - June 1998)
Chairperson of Outreach Committee for Senior Citizens (June 1 998-June 1999)
Chairperson of Senior Citizens Law Day (June 1998-June 1999)
Member of Real Property, Probate and Trust Law Section
Camden County Bar Association
Co-Chair of the Elder Law, Social Security and Disability Committee
Committee on Elderly
Probate and Trust Committee
Taxation Committee
Member of Society of Financial Service Professionals (South Jersey Chapter)
Member of Mercer County Bar Association
Women Lawyers Committee
Continuing Legal Education Committee
Community Activities:
Alzheimer's Association (Delaware Valley Chapter) -Event Chair, Spring Golf Classic (2000, 2001, 2002, 2003, 2004, 2005, 2006) -Chairman of Development Committee (November 2000 - November 2002) -Member of Development Committee (November 2000 - present) -President of Board of Directors (November 1998 - November 2000) -Member of Board of Directors (June 1998-present) -Gala Committee Co-Chair 1999 and 2000 -Gala Committee member 1998
Teal Magnolias (2005) Fashion Extravaganza Committee: Benefits the Southern New Jersey Division of The National Ovarian Cancer Coalition
Lakes of Alluvium Condominium Association (January 2001 - January 2003)
Vice President, Board of Directors,
Borough of Haddon Heights Municipal Coordinator for the Camden County Office on Aging (January 1997 - January 1998)
Regular Volunteer at Camden County Office on Aging Consult with elderly clients, Honored at Annual Volunteer Luncheon
Temple Beth Sholom, Cheffy Hill, New Jersey Member of Mitzvah Day Committee
Jewish Federation of Southern New Jersey (January 2004 - present) Professional Advisory Committee Member of Board of Trustees Co-Chair of Professional Advisory Committee (January 2004 - present) Co-chair AJA Day at Woodcrest Country Club (2004)
Jewish Community Foundation Member of Lions of Judah Member of Board of Directors - (June 2004 - Present)
Woodcrest Country Club, Cherry Hill, New Jersey Member of Board of Directors - (2004 - 2005) Rules Committee Membership Committee
Professional Speaking Engagements:
June 25, 2008: Million Dollar Round Table - Toronto Canada: Topic - Strategic Planning for an Aging Population
June 12, 2008: Greenwood House - Cherry Hill, New Jersey: Topic - Estate Planning and Elder Law
May 22, 2008: Service One Association of Realtors for the Senior Real Estate Specialist - Cherry Hill, New Jersey: Topic - Senior Legal Issues
April 30, 2008: PESI - Columbia, Maryland: Topic - Special Needs Trusts and Estate Planning
April 29, 2008: PESI - Arlington, Virginia: Topic - Special Needs Trusts and Estate Planning
April 22, 2008: Elder and Disabilities Law Section of New Jersey State Bar Association - New Brunswick, NJ: Topic - Strategies for Protecting Older Citizens
April 17, 2008: PESI - Cherry Hill, New Jersey: NJ Elder and Disability Law Update 2008
April 11, 2008: Elder Law Section of New Jersey State Bar Association, Elder Law Retreat - Philadelphia, PA; Topic - Asset Protection under DRA
March 27, 2008: PESI - Iselin, New Jersey; Topic - NJ Elder and Disability Law Update 2008
March 19, 2008: PESI - Garden City, New York; Topic - Special Needs Trusts and Estate Planning
March 18, 2008: PESI - White Plains, New York; Topic - Special Needs Trusts and Estate Planning
Februry 20, 2008: Camden County Bar Association; Topic - Special Needs Trusts
December 12, 2007: New Jersey Association of Public Accountants - Central Jersey Chapter; Topic - Asset Protection Strategies For The Elderly In The Aftermath of Medicaid Trusts
December 12, 2007: New Jersey Institute For Continuing Legal Education Sophisticated Elder Law Concept XIII; Topic - ILITs and Other Trusts as Beneficiaries of Qualified Trusts
December 5, 2007: New Jersey Institute For Continuing Legal Education; 58th Semi-Annual Tax and Estate Planning Forum; Topic - Protection From Medicaid Liability for Litigation Proceeds and Other Assets Using Self-Settled (d)(4)(A) Trusts
December 4, 2007: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
November 26, 2007: National Business Institute; Topic - Qualifying for Government Benefits
November 14, 2007: Polish American Club; Topic - Elder Law
November 13, 2007: DuPont Veterans; Topic - Estate Planning
November 9, 2007: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
September 25, 2007: New Jersey Association of Public Accountants; Topic - Aging Trends and Key Issues for Which Elder Persons Need to Plan
September 12, 2007: Pares and Spares, Presbyterian Church in Woodbury; Topic-Medicaid Planning
July 18, 2007: VA Medical Center; Topic - Learn About Your Employee Benefits: Designating Beneficiaries, Wills, Estates and Trusts
June 21, 2007: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
February 28, 2007: Gitterman & Sacks, LLC; Topic - Keys to Financial Security
February 28, 2007: Gitterman & Sacks, LLC; Topic - Keys to Financial Security
February 1, 2007: PESI Administering Special Needs Trusts
December 14, 2006: Coldwell Banker Elite; Topic - Elder Care Seminar
December 7, 2006: Senior Care Center of Delran Re: Home Based Caregiving: A Guide to Creating a Therapeutic Environment
November 29, 2006: Mercer County Bar Association, Extreme CLE; Topic - New Guardianship Statute
November 16, 2006: National Business Institute; Topic - Fundamental Issues in Elder Law
November 2, 2006: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Elder Care
October 25, 2006: Gitterman & Sacks, LLC; Topic - Keys to Financial Security
October 25, 2006: New Jersey Institute for Continuing Legal Education: Sophisticated Elder Law Concepts XII; Topic - Beneficiary Designations in Medicaid and Estate Planning
October 15 - 17, 2006: Society of Financial Service Professionals Financial Service Forum 2006 in Palm Springs, CA; Topic - Asset Protection Strategies for the Elderly in the Aftermath of Medicaid Reform
October 12, 2006: New Jersey Institute for Continuing Legal Education: Legal Ethics for Transactional Attorneys; Topic - Ethical Issues for Trust Attorneys and Estate Planning Practitioners
September 20, 2006: Four Seasons Retirement Community; Topic - Protecting your Assets
July 12, 2006: New Jersey Institute for Continuing Legal Education: Ninth Annual Elder & Disability Law Symposium; Topic - Expanding your Fiduciary Counseling Practice: Advising the SNT Trustee and Dealing with Challenging Assets
May 24, 2006: New Jersey Association of Public Accountants, South Jersey - West Chapter; Topic - Asset Protection Strategies for the Elderly in the Aftermath of Medicaid Reform
May 9, 2006: New Jersey Association of Insurance and Financial Advisors; Topic - Medicare Modernization Act
April 2, 2006: Mid-Atlantic Sir Speedy Owners Association Spring Fling; Topic - Estate Planning
March 14, 2006: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
March 8, 2006: Lorman Education Services; Topic - Planning for Incapacity and Medicare Modernization Act
February 24, 2006: The Mercer/Hunterdon County Chapter of the New Jersey Society of CPAs; Topic - Asset Protection Planning
December 14, 2005: New Jersey Institute for Continuing Legal Education, 54th Semi-Annual Tax & Estate Planning Forum; Topic - Who is the Client in the Context of Estate Planning and Estate Administration?
December 7, 2005: NAIFA Tri-County; Topic - Medicare Modernization Act
December 6, 2005: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
November 16, 2005: New Jersey Institute for Continuing Legal Education, Sophisticated Elder Law XI; Topic - Hospice: A Caregiver's Viewpoint
September 22, 2005: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Estate Planning
July 26, 2005: Congregation B'nai Tikvah; Topic - Living Wills and Health Care Powers of Attorney
June 22, 2005: New Jersey Association of Public Accountants; Topic - Asset Protection and Estate Planning
June 21, 2005: Underwriters Marketing Service; Topic - Retirement Planning and IRA Strategies
June 11 & 12, 2005: MediPro/University of Florida Set Aside Program (Minneapolis, Minnesota); Topic - Basic Principles of Medicaid, SSJ, SSDI and Special Needs Trusts
June 8, 2005: New Jersey Institute for Continuing Legal Education; Topic - Hidden Drafting and Tax Issues in Charitable Bequests
May 23, 2005: Commerce Bank (Insurance Division); Topic - Medicare Modernization Act
May 17, 2005: Society of Financial Service Professionals; Topic - Legal Aspects of Elder Care
November 30, 2004: New Jersey Institute for Continuing Legal Education; Sophisticated Elder Law X; Topic - Personal Residence Transactions: Tax Considerations
November 3, 2004: Mercer County Bar Association; Topic - Will Drafting Considerations
May 25, 2004: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Estate Planning
May 20, 2004: National Academy of Elder Law Attorneys 2004 Symposium; Hilton Head, South Carolina; Topic - Wills, Living Trusts and Basic Taxation
May 5, 2004: New Jersey State Bar Foundation; Topic - Estate Planning Basics (Senior Citizens Day)
March 30, 2004: Jewish Federation; Topic - IRA Distribution Planning
March 24, 2004: B'Nai Tikvah; Topic - Estate Planning
February 18, 2004: Sovereign Bank; Topic - How to Legally and Effectively Protect Your Assets From The High Cost of Long Term Care
January 28, 2004: Camden County Bar Association; Topic - Estate Planning: What Every Attorney Needs To Know
November 18, 2003: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Estate Planning
October 25, 2003: Association of Trial Lawyers of America, New Jersey; Topic - Expanding Your Practice
September 19, 2003: New Jersey Institute for Continuing Legal Education; Topic Annuities: Tax Traps, Tax Disasters
September 17, 2003: New Jersey Association of Public Accountants, (South Jersey West Chapter); Topic - Planning Strategies Under the New 401(a)(9) IRA Distribution Regulations
July 11, 2003: Berkshire County, Massachusetts, Estate Planning Council; Topic - Section 529 Plans
June 11, 2003: Institute for Continuing Legal Education; Topic - Estate Planning
May 15, 2003: Symposium at National Academy of Elder Law Attorneys, Miami Beach Florida; Topic - Estate Planning
April 16, 2003: Delaware Valley Parkinson Support Group; Topic - Elder Law
April 2, 2003: Southern New Jersey Arthritis Center; Topic - Elder Law
February 20, 2003: ENCORE Group; Topic - Elder Law
February 1, 2003: Institute for Continuing Legal Education; Topic - Drafting Elder Law Documents
January 13, 2003: Atco Seniors Group; Topic - Asset Protection
January 14, 2003: Echo, Inc.; Topic - Estate Planning & Asset Protection
December 11, 2002: Institute for Continuing Legal Education; Topic - Sophisticated Elder Law VIII (Using The Office of the Ombudsman to Resolve Long Term Care Issues)
November 21, 2002: Estate and Financial Planning Council; Topic - Tax Law Updates
May 16, 2002: New Jersey Bankers Association; Topic - IRA Distribution Planning Under The New Regulations
March 21 and 22, 2002: New Jersey State Bar Association Elder Law Section Retreat; Topic - Section 529 Plans Make the Grade
February 19, 2002: TPS Brokerage; Topic - Radical Changes for IRA's & Retirement Plans: Far Reaching Implications.
January 16, 2002: Camden County Bar Association - Probate and Trust Committee; Topic - New Medicaid Regulations in New Jersey
Estate Planning in Light of Economic Growth and Tax Reconciliation Act of 2001: Audio Seminar presented on the Internet (Institute for Continuing Legal Education)
December 14, 2001: Institute for Continuing Legal Education; Topic - Guardianship Basics (Interstate and International Guardianship Issues)
December 12, 2001: Institute for Continuing Legal Education 46th Semi-Annual Tax & Estate Planning Forum; Topic - Radical Changes for IRA's and Retirement Plans: Far Reaching Implications
November 28, 2001: Institute for Continuing Legal Education; Topic - Sophisticated Elder Law Concepts VII (Comparison of Medicaid Rules in Pennsylvania and New Jersey)
November 8, 2001: Professional Education Systems, Inc.; Topic - New Jersey Medicaid and Estate Planning Update 2001 (IRA Distribution Planning)
September 14, 2001: Vineland Developmental Center; Topic - Overview of Legal Issues to be Addressed on Behalf of the Aged Developmentally Disabled Person
Estate Planning in a Nutshell: How to log on to this free audioseminar: Visit the website at www.njicle.com and click on the link AFree Audio Seminar@. Follow the simple instructions.
June 20, 2001: The South Jersey Woman to Woman Networking Group; Topic - A Guide to Protecting your Wealth: Top 10 Estate Planning Issues for Women!
March 27, 2001: Tax Planning Seminar; Topic - Radical Changes for IRA's & Retirement Plans: Far Reaching Implications.
March 22 and 23, 2001: New Jersey State Bar Association Elder Law Section Retreat; Topic - IRAs and Retirement Plans.
December 8, 2000: Sophisticated Elder Law Concepts VI.; Topic - IRA Distribution Strategies.
October 30 & 31, 2000: New Jersey Institute for Continuing Legal Education (Skills and Methods Course); Topic - New Jersey Will Drafting and Probate Practice.
June 14, 2000: Camden County Bar Association; Topic - New Power of Attorney Statute (New Jersey)
June 13, 2000: Camden County Bar Association; Topic - Cutting Edge Estate Planning Techniques: Estate Planning in New Jersey following the Repeal of the Rule Against Perpetuities.
April 5, 2000: Institute for Continuing Legal Education; Topic - Let's Write a Will.
January 11, 2000: Institute for Continuing Legal Education; Topic - Keeping Your Elderly Clients Out Of Nursing Homes: Assisted Living and Home Care in New Jersey.
November 13, 1999: Caregivers Conference sponsored by The Alzheimer=s Association - South Jersey Chapter; Topic - Legal and Financial Decisions: Options for Caregivers
November 1 & 2, 1999: New Jersey Institute for Continuing Legal Education (Skills and Methods Course); Topic - New Jersey Will Drafting and Probate Practice
October 27, 1999: New Jersey Association of Public Accountants, South Jersey - West Chapter; Topic - Estate Planning and Elder Law Issues.
September 23, 1999: National Business Institute; Topic - Income Tax Planning for Estates and Trusts
September 22, 1999: New Jersey Institute for Continuing Legal Education; Sophisticated Elder Law V; Topic - Income Tax Issues Affecting Seniors
June 23, 1999: Senior Attorneys Workshop sponsored by the Camden County Bar Associations Senior Attorney Committee; Topic - Estate Planning
April 29, 1999: Chair of and Speaker at Senior Citizens Law Day Conference sponsored by the New Jersey State Bar Foundation; Topic - Aging and the Law: Planning for the Golden Years.
April 20, 1999: Speaker at a Seminar on Ethical Considerations and Malpractice Prevention sponsored by Young Lawyers Committee of the Camden County Bar Association.
March 19, 1999: National Business Institute; Topic - New Jersey Elder Law (Taking Control of the Planning Process)
November 2 & 3, 1998: New Jersey Institute for Continuing Legal Education (Skills and Methods Course); Topic - New Jersey Will Drafting and Probate Practice
May 28, 1998: Law Day Speaker at Senior Law Day held at Headquarters of New Jersey State Bar Association (addressed 200 Senior Citizens on the topic of estate planning)
May 28, 1998: Speaker at Seminar on Elder Law Issues for Senior Lawyers sponsored by the Senior Attorneys Committee of the Camden County Bar Association.
January 16, 1998: National Business Institute; Topic - New Jersey Elder Law
November 20, 1997: Camden County Bar Association; Topic: Supplemental Needs Trusts
August 6, 1997: New Jersey Institute for Continuing Legal Education; Topic: Tax Aspects of Elder Law
October 16, 1996: A Financial & Estate Planning for Women; Sponsored by the West Jersey Health & Hospital Foundation@
September 7, 1995: A Elder Law Issues@; Sponsored by Cardinal Village Retirement Community
June 24, 1995: American Academy of Estate Planning Attorneys Summit Topic: Estate Planning and Divorce (Addressed 100 Estate Planning Attorneys at a National Conference)
Continuing Education Sponsorships
Approved Sponsor to offer CPE credits by New Jersey State Board of Accountancy. New Jersey Sponsor No. CEO 1674
Approved Continuing Education Sponsor to Licensees of the Certified Financial Planner Board of Standards, Inc. CE Sponsor ID #1913
Approved Sponsor to offer CLU credits by State of New Jersey Department of Banking and Insurance Enforcement/Consumer Protection. Sponsor Number 19420
Approved Sponsor to offer CPE credits by Commonwealth of Pennsylvania, Department of State, Bureau of Professional and Occupational Affairs State Board of Accountancy. License Number: PX 177117
Television Appearances:
January 29, 2007: Guest Appearance on Fox 29; Topic: the New Pennsylvania Living Will Law
November 19, 2006: Guest Appearance on Legally Speaking; Topic: Elder Law Basics: Planning and More
November 23, 2005: Guest Appearance on Law Talk; Topic: Elder Law & Estate Planning
February 8, 2005: Guest Appearance on Your Morning on CN8; Topic: Personal Tax Filing
January 26, 2005: Guest Appearance on Good Day Philadelphia; Topic: Why it's so important to plan for retirement early
January 5, 2005: Guest Appearance on Law Talk; Topic: Income Tax Planning
December 30, 2004: Guest Appearance on Good Day Philadelphia; Topic: Tax Tips for Years End
October 12, 2004: Guest Appearance on Money Matters on CN8: Topic: Keri Decision
October 8, 2004: Guest Appearance on Good Day Philadelphia; Topic: Elder Law and What Legal Steps Should Be Taken Once A Family Member is Diagnosed With Alzheimer's
September 22, 2004: Guest Appearance on Legal Line; Topic: Ken Decision
August 31, 2002: Guest Appearance on WB17; Topic: State Tax New Jersey is Imposing on Plastic Surgery
July 16, 2002, 4:00 p.m.: Guest Appearance on Legal Line aired on Comcast Cable, Channel 2; Topic: Tax Techniques for the Year 2002#I
March 15, 2001, 4:00 p.m.: Guest Appearance on Legal Line aired on Comcast Cable, Channel 2; Topic: Issues Affecting the Elderly
March 31, 1999, 6:30 p.m.: Guest Appearance on The Law and You aired on Garden State Cable, Channel 2; Topic: Tax Tips for 1999
January 5, 1999, 8:30 p.m.: Guest Appearance on Legal Line aired on Garden State Cable, Channel 2 and for non-cable subscribers on WPSJ-TV Channel 8; Topic: Navigating the Maze of Medicare/Medicaid Planning
Radio Appearances:
June 29, 2002, 3:00 p.m.: Guest Appearance on Legal Perspectives aired on WPEN 950AM; Topic: Long Term Care Planning
June 30, 2002, 3:00 p.m. Guest Appearance on A Closer Look aired on WPHT 1210AM; Topic: Long Term Care Planning
Professional Experience:
Private Practice - The Sharp Law Firm (2005) Main office - Haddon Heights, New Jersey Branch office - Lawrenceville, New Jersey
Private Practice - Sharp Bratton Attorneys at Law (2003-2005) Main office - Haddon Heights, New Jersey Branch office - Lawrenceville, New Jersey
Law Office of Cynthia Sharp (1993 - 2003) Main office - Haddon Heights, New Jersey Branch office - Lawrenceville, New Jersey
Jenkins and Jenkins - Partner (1984 - 1993)
March 1983 to June 1984 Associate, Pepper, Hamilton & Scheetz (Tax Department) Philadelphia, Pennsylvania
May 1982 to March 1983 Associate, Rawle & Henderson (Tax Department) Philadelphia, Pennsylvania
March 1980 to July 1981 Research Assistant, Georgetown University Law Center, Peter Weidenbruch, Dwan Professor of Taxation
March 1980 to May 1981 Staff Member, United States Senate Finance Committee under Chairmanship of Senator Robert Dole
September 1978 to March 1980 Law Clerk, Federal Trade Commission, Antitrust Division
1976 to September1978 Staff Member, Summary of Proceedings and Debate under auspices of Joint Committee on Congressional Operations (U.S. House of Representatives)
Representative Publications:
The Barrister, March 2008 issue: "Special Needs Trusts" Part II
The Barrister, February 2008 issue: "Special Needs Trusts" Part I
The Barrister, November 2007 issue: Medicare: What You Need to Know Part II
The Barrister, October 2007 issue: Medicare: What You Need to Know Part 1
The Barrister, June 2007 issue: Appointment of Funeral Agent Authorized by the Cemetery Act
New Jersey Law Journal, February 5, 2007 issue; Benefit the Right Beneficiary
Estate and Financial Planning Council of Southern New Jersey Newsletter, March/April 2006 issue; Hospice Care: Practical Information and Personal Reflections (Part 2)
New Jersey Law Journal, March 13, 2006 issue; In Estate Planning, Who Is The Client?
Estate and Financial Planning Council of Southern New Jersey
Newsletter, January/February 2006 issue; Hospice Care: Practical Information and Personal Reflections (Part 1)
The Barrister, January 2006 issue; Hospice Care: Practical Information and Personal Reflections
Mercer County Lawyer, May 2005 issue; Medicaid Annuities - Alive and Well in New Jersey
The Barrister, May 2005 issue; Medicaid Annuities - Alive and Well in New Jersey?
South Jersey Magazine, October 2004 issue; Recognized as an Awesome Attorney in 2004
Estate and Financial Planning Council of Southern New Jersey Newsletter, September/October 2004 issue; Settlement of Legal Actions for Disabled Plaintiff
Estate and Financial Planning Council of Southern New Jersey Newsletter, May/June 2004; New Jersey Adopts Domestic Partnership Act
Mercer County Lawyer, April 2004; New Jersey Adopts Domestic Partnership Act
Courier-Post (Senior Scoop), September 8, 2003; It's Your Estate; Make Sure Your Wishes Are Heeded
New Jersey State Bar Association (Newsletter of the Elder Law Section), August 2003 issue; Using the Office of the Ombudsman to Resolve Long-Term Care Issues
New Jersey State Bar Association (Newsletter of the Elder Law Section), August 2003 issue; Sponge Tax Reform Soaks the Taxpayer
The Estate and Financial Planning Council of Southern New Jersey Newsletter, July/August 2003; Annuities: Tax Traps, Tax Disasters
New Jersey Lawyer, July 14, 2003; Annuities: Tax Traps, Tax Disasters
Courier-Post (Senior Scoop), June 30, 2003; Some Basics on the Basis of Taxation
The Hospice Of Moorestown VNA. (Volunteer Newsletter), January/February 2003 issue; Planning Can Help Ease Stress of Loved Ones Death
Estate and Financial Planning Council of Southern New Jersey Newsletter, March/April 2003 issue; Sponge Tax Reform Soaks The Taxpayer
New Jersey Banker, Winter 2003 issue; Final Minimum Required Distribution Regulations Issued By IRS
Courier-Post (Senior Scoop), December 17, 2002 issue; Medicare and Medicaid Rules Are Often Complicated
Courier-Post (Senior Scoop), November 19, 2002 issue; How To Protect Your Home With A Life Estate Plan
Courier-Post (Senior Scoop), October 15, 2002 issue; Variety of Trusts Exist, But Not Everyone Needs One
The Estate and Financial Planning Council of Southern New Jersey Newsletter, September/October 2002 issue; Section 529 Plans Make The Grade
Courier-Post (Senior Scoop), October 1, 2002 issue; Planning Can Help Ease Stress of Loved Ones Death
The Elder Law Section Newsletter of the New Jersey State Bar Association, October 2002 issue; Final Minimum Required Distribution Regulations Issued by the IRS
Society of Financial Service Professionals Newsletter, July 2002 issue; Final Minimum Required Distribution Regulations Issued by IRS
Estate and Financial Planning Council of Southern New Jersey Newsletter, July/August 2002 issue; Final Minimum Required Distribution Regulations Issued by IRS
Mercer County Lawyer, July 2002 issue; Final Minimum Required Distribution Regulations Issued by IRS
New Jersey Lawyer, July 1, 2002 issue; Required-Distribution Regs Finalized
Courier-Post (Senior Scoop), May 15, 2002 issue; Elder Law Attorneys Help Plan for Today, Tomorrow
The Elder Law Report, May 2002 issue; The Tax Relief Act of 2001: Implications for the Elder Law Practitioner (Part II: Planning and Drafting Considerations)
Courier-Post (Senior Scoop), April 17, 2002 issue; Advance Directives Help with Decision-Making
New Jersey Lawyer. The Magazine, April 2002 issue; Section 529 Plans Make the Grade: Tax Breaks for Education Savings
The Elder Law Report, April 2002 issue; The Tax Relief Act of 2001: Implications for the Elder Law Practitioner (Part I: Major Provisions Relating to Elder Law)
New Jersey State Bar Association (Newsletter of the Elder Law Section), February, 2002 issue; A Comparison of New Jersey and Pennsylvania Medicaid Regulations
New Jersey Law Journal, November 19, 2001 issue; Seeking Medicaid Eligibility in New Jersey and Pennsylvania
The Elder Law Report, May, 2001 issue; Pennsylvania and New Jersey Substantially Revise Rules for Powers of Attorney
New Jersey Law Journal, May 28, 2001 issue; Simplifying IRAs and Retirement Plans
Retirement Planning, published by Practitioners Publishing Company (Author of 2001 update chapter on Charitable Planning, Social Security and Retirement Planning.)
National Academy of Elder Law Attorneys Tax SIG Newsletter, Winter 2001 issue; Radical Changes for IRAs and Retirement Plans: Far Reaching Implications
New Jersey Law Journal, November 20, 2000 issue; Retirement Plan and IRA Assets: Estate Planning Considerations
The Elder Law Report, November 2000 issue; Jurisdictional Issues in Interstate and International Guardianships
NAELA NEWS, March 2000, issue; A Guide to Deductibility of Medical Expenses
National Academy of Elder Law Attorneys Tax SIG Newsletter, Fall 1999 issue; Income Distribution Requirements for Estates And Trusts
New Jersey Law Journal, August 16, 1999 issue; Know the Ropes When It Comes To Deducting Medical Expenses
Mercer County Lawyer, February, 1999 issue; Settlement of Legal Actions for Disabled Plaintiffs.
The Estate and Financial Planning Council of Southern New Jersey
Newsletter, January/February Issue; A Guide to Deductibility of Medical Expenses
New Jersey Lawyer, January 4, 1999 issue; Modifications Enacted for Roth IRAs
New Jersey State Bar Association (Newsletter of the Elder Law Section), December 1998 issue; Roth IRAs Revisited.
New Jersey State Bar Association (Newsletter of the Elder Law Section), June 1998 issue; A Look at the Roth IRA.
New Jersey Lawyer, April 13, 1998 issue; Comparing IRAs: Here's the Lowdown
Retirement Planning published by Practitioners Publishing Company (Author of 1998 update chapter on Charitable Planning.)
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