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Yasmeen S. Khaleel - Mt. Laurel, NJ
8000 Midlantic Dr.Ste. 300S Mt. Laurel, NJ 08054- 1526
Capehart Scatchard
Updated: 07/01/2021
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Mt. Laurel Business Succession Planning Lawyer
Overview
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...
More 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... 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. Experience in complex business, estate and trust litigation matters in conjunction with the Litigation Group.Ms. Khaleel is also a member of the firm's Executive Committee.
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
- Seton Hall University School of Law, Newark, New Jersey, 1995
J.D. - Temple University James E. Beasley School of Law, Philadelphia, Pennsylvania, 1999
LL.M. - 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
Office Information
Address
8000 Midlantic Dr.Ste. 300S Mt. Laurel, NJ 08054- 1526
Phone
Fax
- 856-235-2786
Accepts Credit Cards
Yes
Websites
- 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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