Brad D. Shalit

Partner

Brad D. Shalit is a partner in the Taxation & Estate Planning group at Connell Foley LLP, one of New Jersey’s largest and most respected firms. His practice is limited to tax planning for individuals, businesses, nonprofit organizations, and estates and trusts, with particular emphasis on estate planning and asset protection planning. He brings his innovative expertise to planning estates from ten million to over five hundred million dollars, as well as advising family foundations, public charities, closely held corporations, partnerships, and limited liability companies on significant tax issues.

Mr. Shalit received his masters of law (LL.M.) in taxation from New York University which is ranked first in the nation for that program. He lectures extensively on estate planning, asset protection, and related tax matters. Mr. Shalit is a member of the American Bar Association, New Jersey State Bar Association and New York State Bar Association. Mr. Shalit is a member of the New York and New Jersey bars as well as the United States District Court for the District of New Jersey and the United States Tax Court.

Honors and Awards:

  • New Jersey Super Lawyers Rising Star (2009, 2011-2012)

Affiliations:

  • New Jersey State Bar Association
  • New York State Bar Association

Speeches:

  • "Trusts: What You Need To Tell Your Clients Now,"Morris/Sussex Chapter’s Annual Tax Seminar, Randolph, New Jersey (December 5, 2014)
  • "Estate Tax Update" presented to NJSCPA Morris/Sussex Chapter’s Annual Tax Seminar, Mount Olive, New Jersey (December 7, 2012)
  • "Estate Tax Update," Morris/Sussex Chapter of the New Jersey Society of Certified Public Accountants (November 2, 2012)
  • Program entitled: "Asset Protection in the Estate Planning Process," Mr. Shalit provides CPA and CFP credit to local professionals (June 19, 2012)
  • NPAPA program entitled: "Asset Protection and Estate Planning," Mr. Shalit provides CPE credit to local professionals (June 12, 2012)
  • “2010 Tax Law Changes,” New Jersey Society of Certified Public Accountants (March 2011)
  • "Preparing for State Tax Audits," Commercial Food Equipment Service Association (CFESA) 2011 Spring Conference (February 2011)
  • "Top Five Estate Planning Checklist You Should be Telling Your Clients Now," New Jersey Society of Certified Public Accountants (NJSCPA) (December 2010)
  • CFESA program entitled: "What You need to Know About Tax Audits and How to Prepare" (November 2010)
  • "What You Should Be Telling Your Clients Now," Georgian Court University Planned Giving Advisory Council (November 2010)
  • "Estate Planning and Asset Protection for Modern Families," New Jersey Corporate Counsel Association (NJCCA) Diversity, Women's Networking and Career Management Committees (May 2010)
  • "Advanced Estate Planning and Asset Protection," Financial Planning Association of New Jersey (FPANJ) Conference (May 2010)
  • "Estate Planning," NJSCPA Passaic County Chapter Annual Tax Seminar (November 2009)
  • NJSCPA program entitled: "CPAs/Bankers Breakfast Networking Meeting: Asset Protection," Mr. Shalit discussed the various types of asset protection techniques and business structures, including the selection of business entities as well as domestic and foreign trusts (September 2009)
  • NJSCPA educational program entitled: "Practitioner's Liability," Mr. Shalit discussed the potential liability to accountants who serve as the fiduciary for their clients (December 2008)
85 Livingston Avenue
Roseland,
NJ
07068
973.535.0500
973.535.9217
  • New York University School of Law (LL.M., Taxation, 2000)
  • Hofstra University School of Law (J.D., 1997)
  • Lehigh University (B.S., 1994)
  • State of New Jersey
  • State of New York
  • United States District Court for  the District of New Jersey
  • United States Tax Court