Jason E. Marx

Partner

Jason E. Marx devotes his practice to the areas of estate planning; wills and trusts; estate administration; probate and trust litigation; tax and business planning for individuals, corporations, partnerships, and limited liability companies; and business succession planning.

In addition and as a special component of his practice, Mr. Marx counsels individuals and families who are faced with the legal and financial challenges of having elderly or special needs family members. This includes advice on special needs trusts, Medicaid, Supplemental Security Income (SSI), guardianship, long term care planning, and other related issues.

Mr. Marx also represents fiduciaries and beneficiaries in connection with the administration of estates and trusts. He works with tax authorities on both the state and federal level in connection with the auditing of tax returns, both for individuals filing personal income tax and gift tax returns and for estates filing estate tax returns.

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Affiliations:

  • New Jersey State Bar Association
  • New York State Bar Association
  • Essex County Bar Association
  • National Academy of Elder Law Attorneys
  • Academy of Special Needs Planners

NAELA

  • Board of Trustees, The Jewish Community Housing Corporation
  • Member, National Academy of Elder Law Attorneys
  • Member, Academy of Special Needs Planners

Presentations:

  • Speaker, “Uniform Trust Code,” New Jersey State Bar Association/NJICLE 18th Annual New Jersey Trust and Estate Forum (November 2016)
  • Presenter, “Changes to Overtime White Collar Exemptions and Time-Limited Non-Enforcement Policy,” New Jersey Association of Community Providers (June 2016)
  • Speaker, "Uniform Trust Code; other topics covered included social security, estate planning in the digital age, federal nursing home reform, legislative updates and others," New Jersey State Bar Association’s 18th Annual Elder & Disability Law Retreat, Hamburg, NJ (April 2016)
  • Speaker, “Administration of a Special Needs Trust,” Rules of Trust Administration Seminar (Lorman Education Services, Fairfield, NJ) (October 2014)
  • "Medicaid Eligibility and Estate Recovery: Estate Planning Techniques," Lorman National Webinar (December 2013)
  • "Medicaid Eligibility" presented to the Livingston Old Guard, Livingston, NJ (May 2013)
  • "Protecting Your Assets: An Elder Law Update" presented to AARP Chapter, Dumont, MI (October 2012)
  • "Staying Golden in Your Golden Years" presented to the Paramus Seniors Group (October 2012)
  • "Estate Planning and Protecting Your Assets" presented to the Pompton Lakes Seniors Group (October 2012)
  • "Protecting Your Assets" presented to the Nutley Seniors Service Club (October 2012)
  • Estate planning seminar presented to the Montclair Rotary Club (July 2012)                                 
  • "Planning with Life Insurance," NJ Institute of Continuing Legal Education, NJ Law Center (December 2011)
85 Livingston Avenue
Roseland,
NJ
07068
973.535.0500
973.535.9217
  • New York University School of  Law (LL.M., 2003)
  • Seton Hall University School of  Law (J.D., 1998)
  • Boston University School of  Management (B.S., B.A., 1990)
  • State of New Jersey
  • State of New York
  • United States District Court for  the District of New Jersey