Tax, trusts and estates, and elder law attorney joins Mandelbaum Barrett

Roseland-based Mandelbaum Barrett P.C. on Wednesday announced that Jason Marx has joined the firm as a partner in the Tax, Trusts and Estates and Elder Law practice groups. He previous was a partner at Curcio Mirzaian Sirot LLC in Roseland.

According to Steven Holt, who chairs the Tax and Trusts and Estates practice groups: “Jason brings extensive experience in advising clients about how they can best preserve and protect their assets, both individuals and business owners alike. His hands-on approach and keen expertise in this area of law will be true assets to our practice and clients. We are excited to welcome him to our growing practice.”

At Mandelbaum Barrett, Marx focuses his practice on estate planning; estate administration; wills and trusts; tax and business planning for individuals, corporations, partnerships and limited liability companies; and tax controversies. As a strategic adviser to individuals, families, business owners, executors and trustees, he counsels clients on a comprehensive range of tax, trust and estate law issues.

Marx also assists clients with the formation of corporations, limited liability companies and other business entities, the preparation of buy-sell agreements, as well as the orderly transfer of business interests, and represents clients in tax controversy matters before the Internal Revenue Service and the New Jersey Department of Taxation.

The chair of Mandelbaum Barrett’s Elder Law Practice, Richard Miller, noted: “As an elder care and special needs attorney, Jason is committed to protecting and advocating for the legal rights of the elderly and the disabled to ensure that these individuals’ and their families’ unique needs are met. Through his holistic approach, Jason guides clients through the challenges associated with aging in place, planning for a nursing home or other long-term care needs, guardianship issues and facilitating a client’s eligibility for Medicaid and related government programs and benefits.”

A frequent lecturer on elder care, estate planning, asset protection and special needs planning, Marx is a member of the National Academy of Elder Law Attorneys and the board of trustees of the New Jersey Chapter of the National Academy of Elder Law Attorneys, where he is also the treasurer. He also serves as a member of the board of trustees and chair of the legal committee of the Jewish Community Housing Corp.

“I am thrilled to have joined Mandelbaum Barrett and to be a member of the Tax and Trusts and Estates and the Elder Law and Special Needs practice groups. I am excited to be working and collaborating with such highly skilled professionals to deliver the highest quality service to our clients,” Marx added.