Larsson & Scheuritzel P.C. counsels business investors, executives, families, and individuals in connection with their estate planning, succession, and wealth transfer needs. Our approach is to make a client an active partner in the estate planning process by presenting the issues involved in a straightforward, easy-to-understand manner and following that up with appropriate documentation.

Representative Matters

  • Prepared comprehensive estate and succession plans for family-run businesses in retail supermarket and summer camp fields, including preparation and adoption of trusts to minimize estate taxes over several generations.
  • “Family lawyer” overseeing multigenerational wills and trusts for family spanning several generations and in multiple geographical locations.
  • Financial and estate planning for executives at large pharmaceutical company.
  • Trustee of multiple trusts, including special needs trust.
  • Represented executors of large estate with contested matters in Orphans’ Court, New Jersey Department of Revenue, and Internal Revenue Service.
  • Represented executor of estate of prolific author in numerous licensing, publishing, and royalty agreements.

Specific Types of Services

Simple Estate Planning and Advice
  • Preparation of wills, revocable trusts, powers of attorney, living wills
  • Advice regarding gifting and preparation of gift tax returns
  • Planning for retirement plans
Sophisticated Estate Planning Advice and Structuring
  • Family limited partnerships
  • Trusts
    • Special needs trusts
    • Grantor retained annuity trusts (GRATs)
    • Generation-skipping dynasty trusts
    • Spousal lifetime access trusts (SLATs)
    • Irrevocable life insurance trusts
Elder Law
  • Consultation regarding social security benefits and Medicare
  • Medicaid planning
Estate Administration
  • Probate of wills
  • Preparation and filing of inheritance and estate tax returns
  • Estate accounting
  • Representation in Orphans’ Court