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Jason E. Marx

Partner

Overview

Jason Marx brings experience, compassion and a considerable knowledge of tax law to his work in estates, elder law and special needs planning. He primarily advises clients who face the challenge of caring for elderly or special needs family members, taking a holistic approach that addresses all aspects of the legal, financial and care issues involved in these complex and deeply sensitive matters. This includes representing disabled individuals before government agencies; advising on creating special needs trusts, Medicaid, Supplemental Security Income (SSI) and guardianship; advocating for children’s rights to public benefits in schools; and long-term care planning, among other related issues.

Jason is also involved in all aspects of estate planning, from creating wills and trusts to estate administration, probate and trust litigation. He listens closely to his clients to understand their goals and family dynamics and develops a strategy that protects their wealth when it is passed on to future generations. Jason is adept at tax and business planning for individuals, corporations, partnerships and limited liability companies, as well as business succession planning. He also counsels on establishing foundations, obtaining tax-exempt status and helping clients effectively manage these and other charitable entities.

In addition to helping clients plan for the future, Jason represents fiduciaries and beneficiaries in connection with the administration of estates and trusts. He works with tax authorities at 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.

Activities

Professional and Community Affiliations

  • Board of Trustees, The Jewish Community Housing Corporation
  • Member, National Academy of Elder Law Attorneys
  • Member, Academy of Special Needs Planners
  • New Jersey State Bar Association
  • New York State Bar Association
  • Essex County Bar Association

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)

News & Insights

Education

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)

Admissions

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