Scheri Law Offices

At Scherl Legal, we understand the importance of planning for the future. Our experienced attorneys, led by Jodi B. Scherl, provide a range of services to help individuals and families achieve their goals. From estate and trust planning, to special needs planning, and elder and Medicaid planning, we offer a comprehensive approach to ensure your present and future are well-equipped.

Estate and Trust Planning

Our estate and trust planning services include preparing wills, powers of attorney, health care documents, and a wide variety of revocable and irrevocable trusts. We also prepare limited liability companies and partnership operating agreements to provide for family succession planning. Our goal is to minimize taxes, ensure the efficient transfer of property, and guarantee that your wishes are respected.

Estate Administration

Upon the passing of a loved one, we provide guidance and support throughout the estate administration process. Our services include handling probate, filing Federal and State estate and inheritance tax returns, and assisting with post-mortem planning. We ensure that the executor is properly equipped to navigate the administration process and that final distributions are made to beneficiaries.

Elder and Medicaid Planning

As individuals face the challenges of aging, it is crucial to plan for the possibility of long-term care and how to finance it. Our elder and Medicaid planning services explore transfer of assets and creation of trusts, as well as preparation of Medicaid applications when necessary. We help families preserve assets and ensure security for present or future incapacity.

Special Needs Planning

For individuals with physical and/or developmental disabilities, special needs trust planning is vital. We create special needs trusts and supplemental benefits trusts, fully integrated into the family estate plan. This ensures that these individuals receive the care and support they need while protecting their eligibility for government benefits.

Our Practice

Jodi B. Scherl is a respected attorney, admitted to practice in New Jersey, New York, and the District of Columbia. She is a member of the New Jersey and New York State Bar Associations, as well as the Elder Law Section and Real Property, Probate and Trust Sections of the New Jersey Bar Association. Ms. Scherl has taught continuing legal education seminars and frequently lectures to parent groups of special needs children.