Hauptman & Richmond, P.A.

Practice Areas

  • Estate Planning and Administration
  • Wills and Trusts
  • ERISA
  • Pension Planning and Administration
  • Business Succession Planning
    Full Areas of Practice list

Our Office

100 Executive Drive
Suite 330
West Orange, NJ 07052
Phone: 973.731.1100
Fax: 973.731.1467

Monday - Friday ~ 9:00 a.m. - 5:30 p.m.
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AV-Rated

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New Jersey Estate Planning and Taxation Attorney

_Harold N. Richmond
ISLN: 902153897
Partner
Email: click here to contact

AV® Preeminent™ Peer Review Rated by Martindale-Hubbell®

Practice areas
_
  • Estate Planning and Administration
  • Wills and Trusts
  • ERISA
  • Pension Planning and Administration
  • Business Succession Planning
  • Entity Formations and Planning (Corporations, LLCs, Partnerships, etc.)
_
  • Mergers and Acquisitions
  • IRS and State Tax Representation
  • Tax Litigation
  • Probate Litigation
  • Real Estate
  • Federal Taxation
  • State Taxation
Admitted
  • New Jersey, 1963
  • U.S. Tax Court, 1975

Law school
  • New York University School of Law, LL.B.
  • New York University School of Law, LL.M.  (Taxation)

Member
  • Essex County Bar Association
    • Chairman, Tax Committee, 1987 - 1988
  • New Jersey State Bar Association, sections on:
    • Taxation
    • Real Property
    • Probate and Trust Law
  • American Bar Association
    • Tax Section
    • Committee on Small Businesses
  • Estate Planning Council of Northern New Jersey
    • President, 1993 - 1994

Biography
Associate Editor, New Jersey Will and Trust Forms. Lecturer: Taxation and Estate Planning before New Jersey Bar, 1971; Essex County Bar, 1987; Estate Planning Council of Northern New Jersey, 1982 and 1989; New Jersey Institute for Continuing Legal Education, 1991 - 1995; Kean College Continuing Professional Education Curriculum, Spring 1995. Estate Tax Examiner, Internal Revenue Service, 1963 - 1965.

Cases
  • Levy vs. Commissioner, 70 T.C.873 (1978).

Expertise
  • Estate and tax planning for individuals
  • Tax planning for corporations and other entities
  • Tax Court litigation
  • Tax collection proceedings
  • Tax planning for real estate investors

Routine Accomplishments
Continually reduce estate taxes substantially through:
  • Design and implementation of trusts on the leading edge of sophisticated tax planning
  • Use of innovative asset valuation techniques
  • Use of timely disclaimers for heirs and legatees
  • Favorable resolution of tax controversies

Articles
  • "Multiple Party Real Estate Exchanges," New Jersey Law Journal, June 22, 1989
  • "GRATS and GRUNTS are in, GRITS are out after RRA '90," Journal of Taxation of Investments, Autumn 1991

Lectures
  • Frequent tax lecturer for Institute of Continuing Legal Education
  • Speaker for New Jersey State Bar Foundation

Extraordinary Effort
  • Developed tax legislation currently in effect that creates substantial savings for industry association members.
_With offices conveniently located in West Orange, Hauptman & Richmond, P.A. serves clients throughout the state of New Jersey.