Income and Estate Tax Planning: Are you fortunate enough to have so much income or such a large estate that the federal and state income or estate tax costs will be massive? We have the tools that might help you reduce those taxes.
Wills and Trusts/Asset Protection Planning: Do you want to be sure that those who you intend to receive your wealth during your life and after your death actually get what you intend--and keep it away from prying hands?That is what we do. State Tax Residency: Do you have residences in more than one state (perhaps New Jersey and Florida) and need to be sure that you are paying taxes to the correct state.
Wills and Trusts/Asset Protection Planning: Do you want to be sure that those who you intend to receive your wealth during your life and after your death actually get what you intend--and keep it away from prying hands?That is what we do. State Tax Residency: Do you have residences in more than one state (perhaps New Jersey and Florida) and need to be sure that you are paying taxes to the correct state.
Services
Neufeld's addition enables Flaster Greenberg to further amplify its New Jersey footprint with the opening of an office in Princeton, increasing the firm's presence to three offices within the state, seven overall, enabling our attorneys to more efficiently meet our clients' needs in the Garden State.
It's not all planning. Sometimes the IRS might disagree with planning you did with other advisors and you need to find counsel to ensure that your rights are protected, the facts are interpreted accurately and the law applied correctly.
David Neufeld is among the few lawyers in this country who fully understand the mechanics and legal issues surrounding what has become known as "419 Plans, " welfare benefit plans often used by small companies and funded with life insurance.For that reason taxpayers throughout the country seek his services in dealing with the Internal Revenue Service in audits, appeals and in the Tax Court.
David Neufeld is among the few lawyers in this country who fully understand the mechanics and legal issues surrounding what has become known as "419 Plans, " welfare benefit plans often used by small companies and funded with life insurance.For that reason taxpayers throughout the country seek his services in dealing with the Internal Revenue Service in audits, appeals and in the Tax Court.
Whether you have assets you have worked a lifetime to accumulate or are receiving an inheritance, you need to protect these assets from predators who are probing and prodding to find the opportunity to strike and take however much they can of this wealth. Flaster Greenberg PC can provide the shields you will need to fend them off.
When business owners read their insurance policies and discuss their business risks with their commercial insurance agents, they realize there are gaps in current coverage that aren't covered by traditional insurers. To solve this problem, business owners often turn to a captive insurance company. A "captive" is an insurance company specifically established to insure the risks of an organization.
Estate planning includes at least two major components: (1) taxes (both federal and state estate and gift taxes) and (2) the mechanism to make sure that those intended to receive family wealth actually receive it and keep it. Do not be fooled by recent legislative developments out of Washington.
To be sure, those with assets under $5 million have less concern with federal estate tax but the state estate tax still exacts a potentially high cost that needs to be addressed.Little has changed for those with assets substantially above $10 million. Those in the middle have great opportunities to save relatively large sums.
To be sure, those with assets under $5 million have less concern with federal estate tax but the state estate tax still exacts a potentially high cost that needs to be addressed.Little has changed for those with assets substantially above $10 million. Those in the middle have great opportunities to save relatively large sums.
Reviews (9)
Nick Bent
Jan 03, 2020
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Giang-Tien M.
Apr 03, 2019
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I was initially drawn to retain the legal services of David Neufeld based on his outstanding credentials.
David was in good standing at the New Jersey State Bar Association.
Throughout the process, David and his law office gave consistently expert and courteous guidance in a complex estate planning situation involving two different U.S. states.
David advised systematically what was in the best interest of his client.
David listened attentively and came up with creative legal solutions to fulfill his client's needs.
David was also fair in terms of pricing by charging only for requested services
David was in good standing at the New Jersey State Bar Association.
Throughout the process, David and his law office gave consistently expert and courteous guidance in a complex estate planning situation involving two different U.S. states.
David advised systematically what was in the best interest of his client.
David listened attentively and came up with creative legal solutions to fulfill his client's needs.
David was also fair in terms of pricing by charging only for requested services
Lynne Leckie
Sep 17, 2018
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David was extremely helpful in helping me work through a legal issue, and he and Marci were always extremely professional, prompt in responding and delivering what they committed to. Having worked with a number of other attorneys, I can tell you those seem to be rare qualities. Very much appreciated working with David and would not hesitate to recommend him.
Daniel Balevski
Aug 22, 2018
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I would highly recommend David and his staff as they have been such a blessing to my family. I had a very complicated guardianship financial situation and David and his staff were able to, one step at a time, create solutions to navigate the very difficult situation. They have always been prompt, courteous and highly informative. They have taken an extremely difficult situation and made it 100% more bearable and I am forever grateful for David and his team. They are a blessing.
Clayborne Chavers
Jul 10, 2018
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The Arkhus
Jan 01, 2017
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I strongly recommend David Neufeld law services without reservation. I was faced with a daunting tax issue and Mr. Neufeld deftly navigated all matters and brought the situation to a successful resolution. Mr. Neufeld values relationships and is a highly competent expert who I was fortunate to have working on my side. I look forward to working with him in the future.
Robert Levinthal
Sep 05, 2016
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Fred Quagliana
Jul 18, 2016
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Julie Jacobs
Jun 28, 2016
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David provides education, guidance and insight. He and Marci efficiently coordinated phone and office meetings, and supported us in understanding and preparing trust, power of attorney and will. He is professional and personable, and responds promptly and thoroughly to questions. Our family is confident and we have peace of mind knowing that we can turn to him for advice.
