Protect Your Inheritance Rights

If you have lost a loved one and have been left property or assets, it is important to protect your legal rights. At Markowitz O'Donnell, LLP, our lawyers represent estate fiduciaries (executors), and beneficiaries in a wide range of probate and estate administration issues. We are dedicated to protecting your interests and ensuring that the decedent's wishes are carried out after his or her death.

Contact us today online or by telephone at 609-482-3138 or 866-437-1189 to discuss your legal needs in detail.

Representation for Beneficiaries

In representing beneficiaries, we assist in dispute resolution, asset protection and taxation issues. The amount you are taxed depends on which class of beneficiary you belong to.

In New Jersey, beneficiaries fall into one of three categories:

  • Class A beneficiaries: Spouses, parents, domestic partners, grandparents and decedents fall into this category. Class A beneficiaries are completely exempt from New Jersey inheritance tax.
  • Class C beneficiaries: Siblings and spouses of children make up this category. Class C beneficiaries can receive up to $25,000 without being taxed. Anything over that amount is taxed at 11% - 16%.
  • Class D beneficiaries: All other beneficiaries fall into this category. Class D beneficiaries can receive up to $500 with no tax burden. Anything above that amount is taxed at 15% - 16%.
  • Class E beneficiaries (Charity): Any inheritance left to a charitable organization is totally exempt from New Jersey inheritance tax.

Class B beneficiaries is no longer a category. Life insurance paid to a named beneficiary is also totally exempt from state taxes to the beneficiary.

Get Answers to Your Questions

If you have questions about your inheritance rights, contact our attorneys. We have extensive experience handling probate and estate planning matters for clients in Lawrenceville and throughout New Jersey. Contact our firm at 609-482-3138 or 866-437-1189 or online.