Jordan S. Weitberg

Principal

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  • Fax 973.514.1660
Jordan S. Weitberg
Jordan S. Weitberg

“A dispute in an estate or trust matter can be extremely demanding and stressful.  Most fiduciary disputes involve unique family dynamics and require careful strategizing.  I strive to handle these claims knowing that achieving the goals of my clients requires an understanding of their family histories and the capability to endure a difficult process.”

Practicing in New Jersey and New York, Jordan Weitberg has nearly three decades of experience in estate and probate litigation, estate planning and administration, and business transactions and counseling.  He represents individual and institutional clients in Surrogate’s Courts in New Jersey and New York in disputes relating to estates and trusts.  He has litigated many substantial cases involving the gamut of claims encountered in trusts and estates proceedings.  These claims have included breach of fiduciary duty, mismanagement of assets, undue influence, lack of mental incapacity, elective share claims, and many others, and have been litigated in will contests, accounting proceedings, construction cases, turnover proceedings and contested guardianships.  He has successfully represented executors, trustees and beneficiaries in all types of dispute resolution processes including court proceedings, appeals, mediations and arbitrations.  

Jordan devotes a substantial part of his practice to trusts and estates planning.  Using his considerable experience and a variety of cutting edge tools, he assists executives, family business owners and other individuals in the transfer of their assets, the minimization of tax, the retention of maximum control during their lifetimes, and the protection against claims of potential creditors.  He ensures his clients focus on the personal consequences of their decisions on their family members with the objective of avoiding unintended consequences and strife.  Jordan also works with individuals and corporate fiduciaries and beneficiaries on the administration of trusts and estates, the orderly transfer of assets and the smooth transition of ownership.

Jordan works with businesses on their diverse challenges.  He represents corporate clients in formation and organization, sales and acquisitions, capital investment, operational issues, lending and borrowing, leasing transactions, employee issues and executive compensation plans.  He has significant experience in preparing purchase agreements, shareholders and operating agreements, warrants, options and convertible debt instruments and disclosure/information memoranda.  Using his advanced degree in taxation, Jordan advises his clients on the most tax effective manner of structuring their transactions.

Since 1999, Jordan has been a Fellow of the American College of Trust and Estate Counsel, an association of lawyers whose members are elected by demonstrating the highest level of integrity, commitment to the profession, competence and experience as a trust and estate counselor.  He presently serves on its Fiduciary Litigation and Asset Protection Committees.  From 2001 to 2002, he served as Chair of the Real Property, Probate and Trust Law Section of the New Jersey State Bar Association and its Board of Consultors, the governing body of the Section.  He has also served on the Section’s Uniform Trust Code Committee, the Uniform Probate Code Revision Committee and the Prudent Investor Rule Drafting Committee, each of which were responsible for developing trusts and estates legislation in New Jersey.  He is a member of the Trusts and Estates Section of the New York State Bar Association, and has served as an expert for the Committee on Attorney Advertising of the New Jersey Supreme Court’s Office of Attorney Ethics.

Jordan has lectured and published extensively on trusts and estates issues.  His articles have been featured in the Real Property, Probate and Trust Law Section Newsletter of the New Jersey State Bar Association, of which he served as Editor for two years, as well as in the New Jersey Law Journal and the New Jersey Lawyer.  He has lectured for the National CLE Conference, the New Jersey Institute for Continuing Legal Education (ICLE), Lorman Education Services and other organizations, as well as served as an instructor for ICLE’s Skills and Methods course in the areas of will drafting and probate practice.  Jordan has conducted numerous seminars on estates planning sponsored by a diverse cross section of organizations.

An avid traveler, Jordan enjoys long distance cycling and is an accomplished skier.

  • AV Preeminent Rating by Martindale-Hubbell
  • The Best Lawyers in America, 2017*
  • New Jersey Super Lawyers, 2005-2016*
  • AVENUE Magazine’s “Top Tax Attorneys in New York,” 2011
  • AVENUE Magazine’s “Top Trusts and Estates Attorneys in New York,” 2011
  • New Jersey State Bar Association, “Legislation Recognition Award,” 2005