As Chair for the firm's Business & Tax and Trusts & Estates Groups and a Shareholder in the firm's Health Care Group, Ms. Khaleel concentrates her practice in the representation of individuals, business owners, medical, dental and other professionals in the areas of estate planning, estate and trust administration, business succession planning, transactional and tax planning. She routinely handles matters of special needs planning including guardianship applications...

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About Yasmeen S. Khaleel

Practice Areas

Business Succession Planning
Elder Law
Entity Formation
Estate and Trust Litigation
Estate and Trust Planning and Administration
Special Needs Planning
Tax Planning
Transactional Matters

Qualifications

Bar Admissions

New Jersey, 1995
Pennsylvania, 1995
U.S. District Court District of New Jersey, 1995

Other Affiliations

Animal Welfare Association (Board of Directors)
Estate and Financial Planning Council of Southern New Jersey (Treasurer, Board of Directors)
Indian Cultural Center of South Jersey (Scholarship Committee)
Samaritan Hospice and Health Care (Planned Giving and Diversity Committee)

Education

Temple University James E. Beasley School of Law, Philadelphia, Pennsylvania, 1999
LL.M.
Seton Hall University School of Law, Newark, New Jersey, 1995
J.D.
Lafayette College, Easton, Pennsylvania, 1992
B.A., with honors, Government

Fraternities and Sororities

Pi Beta Phi

Classes and Seminars

Estate Planning in 2021 and a Pandemic - Practical Insights, Merrill Lynch, 2021
Estate Planning for 2019 and Beyond, Merrill Lynch, 2019
The Well Planned Donation, Kadwa Patel Samaj of North America, 2018
Estate Planning in 2018, Merrill Lynch, 2017
Estate Planning 101, Samaritan Healthcare & Hospice, 2017
Working with the Probate Court in Wrongful Death Litigation, National Business Institute, 2017
Estate Planning in 2017, The Food Bank of South Jersey, 2017
Revocable Trusts 101, Samaritan Healthcare & Hospice, 2016
Estate Planning Strategies Regarding Children -- Issues Related to Divorce, Guardianships, Trustees and Disabled Children, New Jersey Institute of Continuing Legal Education (NJICLE), 2016
Business Succession Planning, Burlington County Bar Association, 2016
Business Succession Planning – An Overview And Identification Of Planning Options, Foxmoor Continuing Education, 2015
The Indian/Pakistani Community of Southern New Jersey: An Introduction to Religious and Cultural Sensitivities, Samaritan Healthcare & Hospice, 2015
Estate Planning 2015, Coldwell Banker Residential Brokerage, 2015
The Indian/Parkistaini Community of Southern New Jersey: An Introduction to Religious and Cultural Sensitivities, Samaritan Healthcare & Hospice, 2015
Estate Planning 2014, Northwestern Mutual Financial Network, 2014
The Well Planned Donation, Asian Indian Professionals, Inc., 2014
The Well Planned Woman - Planned Giving and a Thoughtful Estate Plan, United Way, 2014
Special Needs Planning, Fulton Financial, 2014
End of Life: What You Can Do Now to Avoid Legal Issues After Your Death, The Evergreens - Moorestown, NJ, 2014
Paralegal Guide to Asset Protection, Institute for Paralegal Education / National Business Institute (NBI), 2014
Estate Planning, Northern Burlington Regional Chamber of Commerce, 2013
Estate Planning Strategies Regarding Children, New Jersey Institute of Continuing Legal Education (NJICLE), 2013
Insolvent Estates, Estate and Financial Council of Southern New Jersey, 2013
The 2013 Guide to Federal Estate Tax for Paralegals, National Business Institute, 2013
Estate Planning in 2012, In-Office CLE Seminar, 2012
Estate Planning for Art, Collectibles and Other Unique Assets, National Business Institute, 2012
Trusts 101, National Business Institute, 2012
2012 Estate Planning Update and Opportunities, co-presented with Bernstein Global Wealth Management to Asian Indian Professionals, Inc., 2012
Sale of Business - Third Party v. Family, Northern Burlington Regional Chamber of Commerce, 2012
Probate Process from A to Z, National Business Institute, 2011
Handling Hard to Value Assets in an Estate Administration and Estate Litigation and Holographic Wills, part of New Jersey Institute for Continuing Legal Education’s Advanced Estate Administration 2011 Seminar, 2011
Estate Planning in 2010 - How to Plan in these Uncertain Times, Asian Indian Professionals, Inc., 2010
Using Agreements to Prevent Disputes Among Business Owners, presented to clients and friends,, 2009
Business Succession Planning: An Overview and Identification of Planning Options, Northern Burlington Regional Chamber of Commerce, 2009
History, Overview and Governance, Haddonfield School District Scholarship and Education Fund, Inc. also known as Haddonfield Education Trust, 2009
Business Continuation Agreements - An Overview and Identification of Insurance Planning Options, Northwestern Mutual Financial Network, 2008
History, Overview and Governance, Haddonfield School District Scholarship and Education Fund, Inc. also known as Haddonfield Education Trust, 2007
Importance of Estate Planning, Asian Indian Professionals, Inc., 2007
Importance of Estate Planning, University of Pennsylvania Hospital Department of Gastroenterology, 2007
Importance of Estate Planning, Cooper University Hospital Department of Radiology, 2007
Importance of Estate Planning, Temple University School of Medicine Department of Ophthalmology, 2006
Importance of Estate Planning, Northwestern Mutual Financial Network, 2006

Video & Photo

Photo

Office Information

Address

8000 Midlantic Dr.Ste. 300S Mt. Laurel, NJ 08054- 1526

Phone

856-316-7610

Fax

856-235-2786

Email

Accepts Credit Cards

Yes

Websites

http://www.capehart.com/practice-areas/

https://capehartestatesblog.com/ (Trusts, Estates & Business Succession Blog)

Publication

Articles

Estate Planning: Decisions You Will Need to Make, Samaritan Healthcare & Hospice, 2015
co-authored with Kimberly A. Dula, CPA of Friedman LLP
The Right to Die: A Decision That Should Always Be a Personal Choice, Samaritan Healthcare & Hospice, 2015
co-authored with Kimberly A. Dula, CPA of Friedman LLP
To Plan or Not To Plan, Samaritan Healthcare & Hospice, 2015
edited by Kimberly A. Dula, CPA of Friedman LLP
Why Should You Consider an Estate Plan?, co-authored with Kimberly A. Dula, CPA of Friedman LLP, Samaritan Healthcare & Hospice, 2015
Preparing Yourself or Your Loved One for a Home Healthcare Aide, SNJ Business People, October, 2010
Business Succession Planning: Is the Future of Your Business Secure? Have You Planned for the Future?, SNJ Business People, April, 2010

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Firm Address

Phone:

856-316-7610

Fax:

856-235-2786

Web:

www.capehart.com/practice-areas/

8000 Midlantic Dr.Ste. 300S Mt. Laurel, NJ 08054- 1526