Elizabeth Haag

Elizabeth M. Haag handles simple to complex estate planning, estate and trust administration and elder law issues, managing estate and trust disputes in New York Surrogate’s Court and New Jersey Chancery Court, Probate Division.

Additionally, Elizabeth works with charities in planned giving, including in the drafting of charitable instruments. Elizabeth lectures on advanced planning for older persons and persons with disabilities.

Experience :

• Administers estates and trusts, including prepare all required documents for probate and administration proceedings, prepare gift and estate tax returns, negotiate and handle audits with the IRS regarding tax issues, prepare informal and formal accountings, prepare receipts and releases for distribution of the estates and trusts upon completion.
• Litigates estate and trust disputes in New York Surrogate’s Courts and New Jersey Chancery Court, Probate Division.
• Handles all facets of estate planning: prepare wills, trusts, trusts for disability and tax planning purposes including qualified personal residence trusts, qualified domestic trusts, grantor retained annuity trusts, insurance trusts, charitable deduction trusts and supplemental needs trusts for persons with disabilities, family limited partnerships and limited liability companies.
• “Preserving Wealth While Still Receiving the Care Needed in the Elder Years,” Sigma Pi Phi Boule Event
• “What is Elder Law and do you need an Elder Law Attorney?” Mount Sinai Memory and Aging Research Project – presentation to participants
• “Protecting Yourself and Your Family from the Problems of Later Life,” Fashion Institute of Technology, Employee Workshop

Education :

• New York Law School, J.D., 2003, cum laude
• University of Memphis, M.A., 2000
• Rhodes College, B.A., 1998

Bar Admissions : New Jersey, New York

Court Admissions :

• U.S. Supreme Court
• U.S. District Court, District of New Jersey