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Richard Frederic Lert is a seasoned attorney with extensive experience in tax law, estate planning, and trusts. Based in Woodbridge, New Jersey, he serves clients at Wilentz, Goldman & Spitzer, P.A., where he provides practical, strategic counsel tailored to the financial and personal goals of individuals, families, and business owners. His practice is grounded in a thorough understanding of the complex legal and tax considerations that can shape long-term planning, and he works to help clients make informed decisions with confidence. In his estate planning and trust practice, Mr. Lert assists clients with developing thoughtful strategies designed to protect assets, preserve wealth, and support orderly transitions for future generations. He understands that effective planning requires more than legal documents—it requires listening carefully, anticipating challenges, and crafting solutions that reflect each client’s unique circumstances. His tax experience further strengthens his ability to address issues that may arise when planning for estates, trusts, and wealth transfer, allowing him to guide clients with a comprehensive and integrated perspective. Mr. Lert is committed to delivering responsive, reliable representation and clear communication throughout the planning process. Whether helping clients prepare for the future, navigate tax-related concerns, or structure trusts to meet specific objectives, he focuses on providing professional counsel that is both practical and personalized.
Trust attorneys help individuals and families create and administer trusts for asset protection, tax planning, and wealth transfer. Common matters include trust creation, trust administration, trust disputes, special needs trusts.