Karin I. Spalding

Of Counsel, Roseland Office

85 Livingston Avenue

Roseland, New Jersey 07068

Phone:  (973) 535-0500

kspalding@connellfoley.com

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Representative Experience

Karin I. Spalding has a practice limited to all phases of the administration of estates and trusts, along with post-mortem tax planning and controversy matters, with a special emphasis on audit defensive tactics for high net worth estates. She brings her innovative expertise to counseling clients in gift, estate and fiduciary income tax audits and controversies, both federally and at the state level. Ms. Spalding guides executors, administrators and trustees through their fiduciary duties and filing responsibilities and coordinates any required ancillary state proceedings. She also represents beneficiaries seeking to protect their inheritances and advises them of their rights to receive their lawful shares

 

Ms. Spalding holds a masters of law (LL.M.) in taxation from New York University (the top ranked program in the nation).

 

 

 

Practice Areas:

Taxation and Estate Planning

Admitted to Practice:

State of New Jersey

State of New York

United States District Court for the District of New Jersey

 

Education:

Seton Hall University (B.A., English, magna cum laude, 1993)

Rutgers University School of Law (J.D., 1996)

New York University School of Law (LL.M., Taxation, 2002)

 

Affiliations:

New Jersey State Bar Association

New York State Bar Association


Representative Experience

Represented and advised hundreds of executors and families in the administration of decedents’ estates in Surrogate’s Court and before the Internal Revenue Service and state taxing authorities;

Successfully defended against numerous federal and state tax audits including many family partnership/LLC gift and estate tax audits;
Provided advice in locating unknown heirs to estates and in defending fiduciaries against unknown heirs claiming shares of estates;
Coordinated numerous multi-state and multi-national estates with unique, varied and substantial assets and complex tax and non-tax issues;
Represented non-domiciliary estates in ancillary New York and/or New Jersey matters;
Successfully provided advice on pre-death choice of domicile thereby resulting in significant increase in clients inheritance and successfully defended post-mortem challenge by state taxing authorities to change of domicile;
Successfully represented beneficiaries against a fiduciary in the mismanagement of estate and to force distribution of inheritance.