January 24, 2021

Volume XI, Number 24

Elizabeth M. Haag

Elizabeth Haag handles simple to complex estate planning, estate and trust administration and elder law issues, and manages estate and trust disputes in New York Surrogate’s Court and New Jersey Chancery Court, Probate Division. Additionally, Elizabeth works with charities in planned giving, including in the drafting of charitable instruments.

Elizabeth lectures on advanced planning for older persons and persons with disabilities.

Trusts and Estates

  • Handles all facets of estate planning: preparation of wills, trusts, trusts for disability and tax planning purposes including qualified personal residence trusts, qualified domestic trusts, grantor retained annuity trusts, insurance trusts, charitable deduction trusts and supplemental needs trusts for persons with disabilities, family limited partnerships and limited liability companies

  • Administers estates and trusts, including preparation of all required documents for probate and administration proceedings, preparation of gift and estate tax returns, negotiating and handling audits with the IRS regarding tax issues, preparation of informal and formal accountings, preparation of receipts and releases for distribution of the estates and trusts upon completion

  • Litigates estate and trust disputes in New York Surrogate's Courts and New Jersey Chancery Court, Probate Division

  • Counsels clients about elder law issues including Medicaid planning, long-term care financing, planning for persons with disabilities, guardianship proceedings, including preparation of all necessary documents and hearings, both uncontested and contested, planning for clients with children with disabilities including preparation of supplemental needs trusts, counsel non-profit organizations with respect to “community trusts” and "pooled trusts" for persons with disabilities


Articles in the National Law Review database by Elizabeth M. Haag