State GuidesLegacy Counsel
State Estate Planning Guides
Estate planning is one of the most state-specific areas of law. The same plan, executed in a different state, can be a great plan or an expensive mistake. These guides cover the rules that matter most in our three jurisdictions.
Key Points
- ◆New Jersey — inheritance tax classes, surrogate probate, common pitfalls
- ◆New York — estate tax cliff, Surrogate's Court probate, dynasty trust limits
- ◆Ohio — DAPT statute, TOD deeds, modern trust code
Next Step
Talk to Legacy Counsel.
Fixed-fee estate planning for clients in New York, New Jersey, and Ohio.
Drew Jacobs is licensed in New York, New Jersey, and Ohio. Nothing on this page constitutes legal advice or an offer to represent you in a jurisdiction in which we are not licensed.
Prospective Client Disclaimer. Submitting this form does not create an attorney-client relationship. Do not send confidential or time-sensitive information until we have signed an engagement letter. We will review your submission and follow up to discuss whether we can represent you. By submitting, you consent to be contacted about your inquiry.