Scherl Legal covers a broad spectrum of personal planning needs, providing a full range of services needed by individuals and their families, as well as by fiduciaries. These services include estate, gift and transfer tax planning, business succession planning, administration of decedents' estates, administration of trusts and guardianships, special needs planning and other matters related to capacity.
The firm assists clients in preparing wills, powers of attorney, health care documents and a wide variety of revocable and irrevocable trusts, as well as the filing of annual gift tax returns. We also prepare limited liability companies and partnership operating agreements to provide for family succession planning. In addition to estate planning matters for lifetime needs, Scherl Legal handles all aspects of estate administration when someone passes away.
We handle the probate process, the filing of Federal and State estate and inheritance tax returns. We assist you with post mortem planning, including the filing of disclaimers, and assist the executor in all phases of the administration process until final distributions are made to beneficiaries.
The firm assists clients in preparing wills, powers of attorney, health care documents and a wide variety of revocable and irrevocable trusts, as well as the filing of annual gift tax returns. We also prepare limited liability companies and partnership operating agreements to provide for family succession planning. In addition to estate planning matters for lifetime needs, Scherl Legal handles all aspects of estate administration when someone passes away.
We handle the probate process, the filing of Federal and State estate and inheritance tax returns. We assist you with post mortem planning, including the filing of disclaimers, and assist the executor in all phases of the administration process until final distributions are made to beneficiaries.
Services
Jodi B. Scherl advises clients on estate and trust planning, estate administration, special needs planning, and elder and Medicaid planning.
Ms. Scherl is a frequent lecturer to parent groups of special needs children, and has taught continuing legal education seminars in various areas of her practice.
Counsel to Cohn Lifland Pearlman Herrmann & Knopf, LLP, where she spent nine years heading up the tax and estate planning and elder law departments of the firm.
During that period of time, Ms. Scherl taught as an adjunct professor at Fairleigh Dickinson University.
Ms. Scherl is a frequent lecturer to parent groups of special needs children, and has taught continuing legal education seminars in various areas of her practice.
Counsel to Cohn Lifland Pearlman Herrmann & Knopf, LLP, where she spent nine years heading up the tax and estate planning and elder law departments of the firm.
During that period of time, Ms. Scherl taught as an adjunct professor at Fairleigh Dickinson University.
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