Mr. Bell is uniquely qualified to formulate creative and customized advice in estate and wealth transfer planning. His creative thinking transcends conventional planning and uncovers workable solutions to accomplish each client's unique objectives. Specific strategies might include advanced trust design in concert with asset valuation discounts, interfamily sales, charitable planning and other arrangements.
Recognized as an authority in his field, Mr. Bell often serves as a resource to other professionals (accountants, financial planners and other attorneys) who retain him themselves and recommend him to their most important clients.
He has lectured extensively and published on estate planning and related tax matters on both professional and general levels.
In The News Items
When New Jerseyans Die, What Becomes of Digital Assets?
T&E Practices Still Kicking at Midsized New Jersey Firms
New Jersey Law Journal 7/6/2016
Special Tax Update
Bergen County Chapter of the New Jersey Society of Certified Public Accountants 2/8/2018
How New Plan Sponsor-Level Fee Disclosure Rules Will Affect FAs; and 2012 Trusts and Estates Issues
Lincoln Financial Group, Pathway Retirement Resources and Sills Cummis & Gross 3/26/2012
2009 Lincoln Financial Advisors Fall Forum for Growth
Estate Planning in Uncertain Times Lincoln Financial Advisors 9/15/2009
2007 Tax Conference for Tax Professionals
Tax Planning for High-Net-Worth Individuals New York State Society of Certified Public Accountants and St. John's University's Department of Accounting & Taxation 6/1/2007
The Nuances of Representation for Varying Clients in Wills and Inheritance Disputes
Inside the Minds: Managing Disputes Over Wills and Inheritance Disputes 1/1/2014
Lifetime Gifting Program
The ABA Practical Guide to Estate Planning 8/1/2011
•Estate Planning in 2012 Tax 6/1/2012
Rankings and Recognition
The Best Lawyers in America 2009-2019, Trusts and Estates; Tax Law
New Jersey Super Lawyers 2011, Estate Planning and Probate
Martindale-Hubbell AV rating
Member, Sections on Taxation and Real Property, Probate and Trust Law, New Jersey State Bar Association
Member, Sections on Taxation and Real Property, Probate and Trust Law, American Bar Association
President Emeritus, Alumni Class Leadership Council, University of Pennsylvania
Trustee, University of Pennsylvania
Member, Executive Board, Penn Fund
Chair, Endowment Committee, Jewish Family Service, Inc. of Bergen County
Chair, Development Committee, Dwight-Englewood School
Chair, Planned Giving Committee, Englewood Hospital and Medical Center Foundation
Secretary, Zeta Beta Tau Fraternity National Foundation Board of Directors
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