Patricia K. Haddad
- Estate Administration
- Estate and Gift Taxes
- Tax Controversies
- Estate Litigation
Patricia K. Haddad is a partner at Levine Haddad & Gregory, LLC working to help lead the Trusts and Estates group. Patricia, a graduate of Saint Mary's College of Notre Dame (a portion of her time in college was spent studying abroad in Rome, Italy), her J.D., cum laude, from Thomas M. Cooley Law School and her LL.M. in Taxation from the University of Baltimore School of Law, Patricia leverages her extensive experience in analyzing, structuring and administering sophisticated estate plans to assist individuals and families in achieving their wealth planning goals. In an intricate and ever-changing complex area of the law, clients not only appreciate her vast knowledge, but also her unique ability to communicate clearly and plainly, avoiding overwhelming jargon. She makes the estate planning and administration processes straightforward and works tirelessly to make sure that her clients understand the implications of the plans they set in place.
Patricia’s practice encompasses all aspects of trusts and estates law. She handles income, estate, inheritance, gift, and generation-skipping transfer tax issues, and helps clients maximize the benefits of gifting. As a valued advisor and empathetic counselor, Patricia also assists estate and trust beneficiaries and fiduciaries to enforce their rights and adhere to their obligations in the event of a dispute. Patricia understands and often preempts the risks inherent in the role of executor or trustee.
In addition to providing estate planning services, Patricia assists with the administration of estates following the death of a loved one. During this challenging time, she streamlines the process and guides her clients through the difficult and truing responsibilities of probating wills, collecting assets, paying final debts and expenses, filing appropriate tax returns, making distributions and generally completing the administrative tasks required to protect the interests of the fiduciaries and/or beneficiaries of an estate. Patricia has been lecturing specifically on the topic of Estate Administration through the New Jersey Institute of Continuing Education to her peers as well as newly admitted attorneys. She has lectured extensively and presents seminars and educational programs for other business and professional organizations.
Admitted to practice in New Jersey, Pennsylvania and New York, and before the United States District Court for the District of New Jersey and the United States Tax Court, Patricia is a member of the New Jersey State Bar Association Women in the Profession Section.
When not at work, Patricia can be found spending time with her two teenage sons, the loves of her life.
- Thomas M. Cooley Law School, Lansing, Michigan
- J.D. - 1993
- Honors: cum laude
- Honors: President Sixty Plus Elderlaw Clinic
- University of Baltimore School of Law, Baltimore, Maryland
- LL.M. in Taxation - 1994
- Saint Mary's College of Notre Dame, Notre Dame, Indiana
- B.A. in Government, Minor in American History - 1990
- Saint Mary's College, Rome
- Pennsylvania, 1994
- New Jersey, 1995
- U.S. District Court District of New Jersey, 1995
- U.S. Tax Court, 2008