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Complex Estate Issues

Complex Estate Planning Attorneys in New Jersey

Serving Clients Throughout Central New Jersey and Along the Jersey Shore

Wealthy residents of New Jersey face some of the highest estate taxes in the country. Fortunately, a number of strategies are available which can minimize the effect of taxes on your estate.

Foss, San Filippo & Milne, LLC, is a well-established estate planning and administration law firm in Red Bank, New Jersey. Our firm has extensive experience in a range of complex estate planning matters including:

  • Tax planning and minimization
  • Business succession
  • Asset protection planning
  • Charitable giving
  • Gifting strategies
  • Trusts
  • And other complex estate planning matters

Call (732) 741-2525 or contact us online for a consultation.

Gaining the Maximum Benefit of the Law

In New Jersey, estates with assets above $675,000 are subject to a hefty tax. At Foss, San Filippo & Milne, LLC, we use our knowledge and experience to design tax minimization strategies that allow our clients to minimize taxes and protect their assets.

We will work closely with you to identify your goals regarding the eventual disposition of your assets. We are familiar with the various estate planning tools available and will create a plan that enables you to provide for your family and loved ones.

Business Succession Planning

In addition to our experience in complex estate planning matters, Foss, San Filippo & Milne, LLC, is an experienced business law firm. We have helped many business owners develop plans that have enabled them to successfully transition their businesses to their family members or business partners.

A family limited partnership may be the right solution, but there are many other possibilities. We will work with you to identify the legal, tax and managerial concerns that your business presents — and then craft the business succession plan that achieves your goals and allows your enterprise to flourish.

Contact an Estate Planning Lawyer

For a consultation with Foss, San Filippo & Milne, LLC, call (732) 741-2525 or send us an e-mail.

We Represent People In These Communities and More

Serving clients in central New Jersey and along the Jersey Shore, including the towns of Red Bank, Toms River, New Brunswick, East Brunswick, Lakewood, Long Branch, Ocean Township, Asbury Park, Point Pleasant, Eatontown, Tinton Falls, Colts Neck, Holmdel, Marlboro, Freehold, Shrewsbury, Middletown, Matawan, Little Silver, and Rumson, NJ.

Office Location

Foss, San Filippo & Milne, LLC
225 Broad Street
Red Bank, New Jersey 07701-2009
Phone: (732) 741-2525
Fax: (732) 741-2192

Maps & Directions

Lakewood Office
1200 State Highway 9
Cross River Mill Mall
Lakewood, NJ 08701
(732) 367-2990

Maps & Directions