Kevin concentrates his practice in the areas of estate planning, estate administration and Medicaid planning.
Kevin is experienced in drafting both simple and complex estate planning documents – including wills, revocable trusts, special needs trusts, life insurance trusts, grantor retained annuity trusts, financial powers of attorney and living wills and health care treatment powers of attorney – with a focus on implementing his clients’ objectives in a tax-efficient manner customized for their personal circumstances.
Kevin is also experienced with counseling the executors, administrators, trustees, beneficiaries and creditors of estates and trusts. His estate and trust administration practice includes advising clients with respect to probate (including holographic wills and writings intended as a will), the preparation of federal and state gift, estate and inheritance tax returns, beneficiary disputes and the distribution of estates and trusts. Kevin is also well experienced in post-mortem planning, including preparing qualified disclaimers, counseling clients on trust modifications and negotiating and drafting settlement and distribution agreements.
Kevin serves on the board of the Estate Planning Council of Northern New Jersey, and is also an active member of the New Jersey State Bar Association and the Morris County Bar Association. He is a frequent lecturer for national and local professional and business organizations, including the New Jersey Institute for Continuing Legal Education, the New York City Bar Association and the National Academy of Continuing Legal Education. He has also authored numerous articles for the New Jersey Law Journal, including “Warning: 529 Accounts May Be Subject to NJ Inheritance Tax” and “Taking Advantage of FDIC Insurance Loopholes Could Impede Your Estate Plan”.
Before joining Berkowitz Lichtstein in 2020, Kevin spent over a decade practicing estate planning and administration with a local well-regarded tax firm.
The SECURE Act 2.0: What You Need to Know, Law Practice CLE, 2023
The SECURE Act: 5 Key Considerations, National Academy of Continuing Legal Education, 2022
10 Myths About College Savings, Ameriprise, 2022
Estate Planning for Special Situations, NJ ICLE, 2021
Laying a Financial Foundation for Lawyers and Clients, NJ ICLE, 2021
Estate Planning for Incapacitated Individuals and Lessons from the Pandemic, NJ ICLE, 2021
The Value of a College Education and Estate Planning Strategies to Pay For It With 529 Plans and Gifts, Estate Planning Council of Northern New Jersey, 2021
Estate Planning and Administration Strategies for Non-Probate Assets, NJ ICLE, 2020 – 2022
The Impact of a Judgment of Divorce on Existing Wills, Trust Agreements, Beneficiary Forms, ERISA Benefits and Other Designations, 84th Semi-Annual Tax and Estate Planning Forum, NJ ICLE, 2020
Powers of Attorney and Living Wills: Revisited – How the Pandemic has Changed Estate Planning for Incapacitated Individuals, NJ ICLE, 2020
Section 529 Savings Plans: Pros, Cons and Everything in Between, 82nd Semi-Annual Tax and Estate Planning Forum, NJ ICLE, 2019
Estate Planning for Paralegals and Legal Professionals, NJ ICLE, 2019
Advanced Estate Administration, NJ ICLE, 2018 – 2019
Bridging the Gap: New Jersey Estate Planning 101, New York City Bar Association, 2018
Real Life Problems with Non-Probate Assets, NJ ICLE, 2017
New Opportunity to Make a Late and Inexpensive Portability Election, New Jersey Law Journal, July 24, 2017
Warning: 529 Accounts May Be Subject to New Jersey Inheritance Tax, New Jersey Law Journal, June 12, 2017
A Second Chance to Elect Estate Tax Portability, New Jersey Law Journal, March 24, 2014
The Pros and Cons of the Family Limited Partnership, New Jersey Law Journal, August 22, 2011
Taking Advantage of FDIC Insurance Loopholes Could Impede Your Estate Plan, New Jersey Law Journal, August 26, 2010