Justin N. Scalera and James E. Shepard Navigate Cross-Border Estate and Trust Challenges for a Successful Outcome

Justin N. Scalera, Esq. and James E. Shepard, Esq. successfully resolved both immediate and potential long-term legal and tax issues affecting the administration of a New Jersey estate that established a testamentary trust for a United States citizen residing permanently abroad. The matter presented complex estate, tax, and international legal issues with the potential to affect both the administration of the estate and the beneficiary’s receipt of trust assets.

Recognizing these challenges early in the administration process, Justin and Jim assembled a team of experienced tax and international law professionals to evaluate the implications and develop a coordinated strategy. Through close collaboration, they implemented a comprehensive plan that satisfied the estate’s legal and tax obligations, honored the testator’s intent, and facilitated the timely distribution of the beneficiary’s inheritance. By proactively identifying potential issues and coordinating across multiple legal disciplines, Justin and Jim achieved a successful outcome for both the estate and its beneficiary while minimizing the risk of future complications.

For more information about the administration, planning, and litigation services of our Trusts & Estates Practice, please contact Justin N. Scalera, Esq., at (973) 867-4505 or Managing Shareholder James E. Shepard, Esq., at (973) 796-2069.