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

_Martin D. Hauptman
ISLN: 906626168
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, 1973
  • U.S. District Court, District of New Jersey, 1973
  • U.S. Tax Court, 1974

Law school
  • Rutgers University Law School, J.D.
    • Member, Rutgers University Law Review, 1972 - 1973

Member
  • American Bar Association
  • New Jersey State Bar Association
    • Member, Section on Taxation
    • Executive Council, Section on Taxation, 1982
    • Vice Chairman, Death Tax Committee, 1983 - 1988
    • Chairman, Employee Benefits Committee, 1988 - 1990
  • Essex County Bar Association
  • Estate Planning Council of Northern New Jersey
  • New Jersey Society of Certified Public Accountants
  • Union County Society of Certified Public Accountants

Lecturer
  • "Tax Consequences of Distributions From Qualified Plans," New Jersey Institute for Continuing Legal Education, 1975 - 1998
  • Kean College Continuing Professional Education Curriculum, Spring 1994
  • New Jersey and Union County C.P.A. Societies
  • Various Bank Trust Departments

Expertise
  • Certified Public Accountant, New Jersey, 1976
  • Design, drafting and termination of qualified plans
  • Sophisticated estate planning
  • Corporate and individual tax planning
  • Representation before Internal Revenue Service and state taxing authorities in complex tax issues
  • Audits of qualified plans and I.R.S. closing agreement program
  • Offers in Compromise

Routine accomplishments
  • Successfully concluded the audit of complex issues to prevent the disqualification of qualified plans
  • Facilitated transfer of closely held businesses, which created significant tax savings, using ESOPs
  • Developed a creative corporate tax strategy for an airline, which resulted in substantial tax savings
  • Successfully negotiated with the Department of Labor to enable a profit sharing plan to invest in the employer's business
  • Stimulates wealth accumulation through effective estate planning techniques

Article
  • Taxation of Distributions from Qualified Plans

Honors
  • Listed in Strathmore's Who's Who, 1996 - 1997
  • Named Super Lawyer, New Jersey Monthly Magazine, 2005, 2006, 2007, 2008 and 2009
_With offices conveniently located in West Orange, Hauptman & Richmond, P.A. serves clients throughout the state of New Jersey.