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.
- 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.
- 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.
- Litigates estate and trust disputes in New York Surrogate's Courts and New Jersey Chancery Court, Probate Division.
- Counsels clients about Elder Law issues including Medicaid planning, long-term care financing, planning for persons with disabilities, guardianship proceedings, including preparation of all necessary documents and hearings, both uncontested and contested, planning for clients with children with disabilities including preparation of supplemental needs trusts, counsel non-profit organizations with respect to “community trusts” and "pooled trusts" for persons with disabilities.
- “Medicaid and How it Works," Guest Professor at New York Law School
- “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
- “Estate Planning for Older or Incapacitated Clients: Think Outside the Box,” New York Law School CLE
- “Protecting Yourself and Your Family from the Problems of Later Life,” Fashion Institute of Technology, Employee Workshop
- New Jersey
- New York
- New York Law School, J.D., 2003, cum laude
- University of Memphis, M.A., 2000
- Rhodes College, B.A., 1998
- U.S. Supreme Court
- U.S. District Court, District of New Jersey
- New York Law School, Elder Law Clinic and Wills Clinic, Mentor