Federal Taxation Interest Group Meeting and Technical Session (E2012598)

Jonathan Bressman, Esq. is with Archer Law Firm and provides high quality, professional and caring legal services. Jonathan Bressman is a member of the National Academy of Elder Law Attorneys, the Real Property, Probate & Trust Law and the Taxation sections of the American Bar Association and the Real Property, Probate & Trust Law, Elder Law and Taxation sections of the New Jersey State Bar Association. He is a graduate of Lehigh University with a B.A. in English and was an officer in the Sigma Tau Delta English Honorary Society. He earned his law degree from Temple University School of Law. Mr. Bressman has been a member in good standing of the New Jersey Bar since 1988. Mr. Bressman’s practice is primarily focused on estate planning and estate administration, Special Needs planning, Medicaid eligibility planning, business planning and tax matters. Jonathan Bressman, Esq. has lectured for the New Jersey Institute of Continuing Legal Education, New Jersey State Bar Foundation, the New Jersey Society of Certified Public Accountants, various local organizations, schools and brokerage firms.

Jason Marx is a partner at Connell Foley, LLP in Roseland, NJ. He 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.

Jason earned his B.S. from Boston University School of Management, his J.D. from Seton Hall University and an LL.M. in Taxation from NYU School of Law.