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Neel G Shah
About Neel
Biography
I am the Managing Attorney of Shah & Associate's P.C., a service-oriented firm dedicated to Helping to Protect & Preserve what matters most: Your Family, Your Business & Your Legacy.
Our practice on all aspects of Estate Planning, Elder Law & Business Law. My clients range from families to established corporations and limited liability companies, to individual entrepreneurs, and start-up ventures.
The people I help value my diverse training and expertise across the business, real estate and wealth-planning disciplines. I use my skill setto foresee and implement business-succession techniques for my corporate & individual clients as they initiate different stages of their business ventures. I strive to provide relevant advice for asset-protection strategies for business & real estate investors so their actions do not jeopardize their family’s wealth. For these reasons, I have been entrusted in a General Counsel capacity for my corporate clients and in a Family Attorney role for individual clients.
I live in Monroe Township, NJ with my wife and 2 school age children.
Practice Areas
4
Practice Areas
Business
30%
25 years | 1,500 cases
Estate Planning
30%
25 years | 750 cases
Tax
30%
25 years | 150 cases
Elder Law
10%
25 years | 500 cases
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Pennsylvania for 16 years
State: Pennsylvania
Acquired: 2009
No misconduct found
Licensed in New York for 24 years
State: New York
Acquired: 2001
No misconduct found
Licensed in New Jersey for 24 years
State: New Jersey
Acquired: 2000
No misconduct found
Licensed in District of Columbia for 21 years
State: District of Columbia
Acquired: 2004
No misconduct found
Location
Shah & Associates, P.C.
241 Forsgate Drive, Ste 204, Monroe, NJ, 08831
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Neel G Shah's Reviews
Showing 1 - 4 of 4 client reviews from Avvo
Posted by Sue | October 18, 2017 | Consulted Attorney
This review is from a potential client who consulted with this attorney.
Top-notch!
We can't say enough about the entire team at Shah and Associates. Every phone call is answered promptly and pleasantly, and their expertise is second to none! Neel is an absolute pleasure to work with, and he presents all the options for estate planning with no bias and in a way that you can make t...
Neel Shah
Replied last January 14, 2018Thank you for the extremely kind words Sue!
Posted by Marge | September 25, 2015 | Hired Attorney
This review is from a person who hired this attorney.
Estate planning
I went with a friend to a seminar at Shah & Associates. Neel's presentation was terrific! I immediately signed up for a consultation on Estate planning. On the day of my appointment I was a little apprehensive (being a nervous person to begin with). There was absolutely nothing to be worried abo...
Neel Shah
Replied last October 24, 2016Thank you Marge!
Posted by AP, satisfied client | May 6, 2010
Exceptional attorney
Neel is an exceptionally talented attorney, someone who has the ability to look at the overall situation holistically, and develop the most appropriate sound & pragmatic solution. He truly is a problem solver who has an uncanny ability to sift through the noise, and anticipate potential hurdles by le...
Neel Shah
Replied last October 24, 2016Thank you for the kind words!
Posted by anonymous | August 27, 2009
Extremely professional & knowledgable, Great client communication skills, excellent staff
Have used Neel Shah and his firm for many different matters, including Estate Planning, a business purchase and sale, and property transactions. At each instance, he has been knowledgable and responsive. He will be our attorney as long as I have legal needs.
Neel Shah
Replied last October 24, 2016Thank you!
Neel G Shah's Lawyer Endorsements
"Neel is an absolute whiz with estate planning for all types of professionals. His legal acumen and exceptional aptitude with the current trends in his field are unmatched. I look forward to collaborating with him in the future and highly recommend him."
"As a fellow estate planning attorney, I have the occasion to refer clients to other attorneys out of state. Whenever I need an estate planning attorney in New Jersey, I always refer my clients to Neel. Not only does he possess superior technical skill in the area of business planning and estate planning, but he also provides clients with a practical and common sense approach to solving clients' issues. I highly recommend Neel Shah."
"I've known Neel for several years, and he's a very knowledgeable attorney. I highly endorse him."
"Top-notch attorney. Highly respected in the legal community."
"I have known Neel for several years as a fellow member of Wealth Counsel. He is an excellent lawyer and is diligent and concerned for his clients. I would recommend Neel highly."
"I am happy to endorse Neel Shah. He is truly passionate about his clients and makes others feel very at ease when talking about difficult matters. As a colleague, he is quick to offer his time and expertise to other attorneys. Not only is he a great attorney, but also a genuine human being."
"Neel is personable, easy to talk to, and a brilliant lawyer. He has a great staff. I endorse this lawyer, and recommend him to anyone looking for an estate planning or business lawyer in the New Jersey or New York area."
"I endorse this lawyer."
"I endorse Neel Shah wholeheartedly. Not only does Mr. Shah care about his work product, but his clients' satisfaction is his badge of honor."
"Neel is one of the brightest estate and business planning attorneys I know. I rely upon his knowledge, expertise and advice."
"I endorse this lawyer. Neel is the first name I suggest to clients requesting a referral for Estate Planning. Every client I have referred has thanked me for introducing them to such an honest, intelligent and thorough attorney."
"I have the pleasure of knowing Neel both professionally and personally. He has an enviable ability to convey complex concepts in a straightforward manner. He is dedicated to his clients and knowledgeable about estate planning. Any client would be fortunate to work with Neel, and I endorse him without reservation."
"I respect Neel's commitment to his profession with respect to updating clients by way of highly valuable Newsletters, Client Alerts, etc. I have referred numerous clients to Neel for Wills, Estate Planning, and Transactional work. Post completion of the work, I was thanked by each one of them for referring Neel. He handled their matters with great diligence and produced superior quality legal work all within the agreed timelines. I am glad that I not only know a true gentleman but also a legal professional with sound knowledge and experience. My best wishes to Neel and his team."
"It would be difficult to find a more qualified, proficient and skilled attorney for Wills, Trusts and Estate Planning needs. Mr. Shah sets the bar on the level of dedication to his clients and expertise in his area of practice. I would recommend Mr. Shah’s services, without hesitation, to my own friends and family, and to any client who seeks knowledgeable advice, based on years of experience, in an efficient, fair and professional manner."
"Neel is a knowledgeable, highly skilled attorney who truly cares about his clients and their legal needs."
"Neel is a consummate professional. He cares very much about his clients and goes the extra mile to ensure they receive excellent service."
"Neel is an excellent attorney with a keen ability to address his clients' needs by skillfully delivering tailored legal services."
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Experience
Honors
2016
2017 Future 50 Award Winner, SmartCEO Future 50 Award
2016
10 Best in Client Satisfaction - Estate Planning Division, American Institute of Legal Counsel
2015
Solo/Small Firm Attorney of the Year Award, South Asian Bar Association of NJ
2015
2016 Emerging Growth Award Winner, SmartCEO Future 50 Award
2015
Five Star Professional Financial Services Award Nominee, New Jersey Monthly Magazine
2015
Best in Wills, Trusts & Estates Law - New Jersey, Wealth & Finance International
2014
Appointment as BusinessDocx Group Advisor, Wealthcounsel
2002
Award of Appreciation, Gujarati Samaj of New Jersey
2001
Proclamation of City, City of Union City
2000
Mediation and Conciliation Skills Completion, Administrative Office of the Courts
Work Experience
2010 - Present
Managing Attorney, Shah & Associates, P.C.
2008 - 2010
Partner, Kumar Pathak LLC
2002 - 2008
Partner, Pathak & Shah, LLP
2001 - 2002
Managing Partner, Law Office of Neel Shah
2000 - 2001
Law Clerk to Honorable Judge David A. Waks, New Jersey Superior Court
1997 - 1998
Paralegal/Law Clerk, Chase Manhattan Legal Department
Associations
2014 - Present
BusinessCounselBusinessDocx Group Advisor
2014 - Present
Mercer County Estate Planning CounselCouncil Member
2013 - Present
WealthCounselKey Trends Advisory Board
2011 - Present
ElderCounselMember
2011 - Present
Financial Planning Association of New JerseyCommittee - FPANJ Dinner/Ethics Subcommittee
2010 - Present
Advisor's ForumMember
2010 - Present
Forsgate Country ClubGolf Membership
2009 - Present
Jamesburg-Monroe Regional Chamber of CommerceMember
2008 - Present
WealthCounselMember
2006 - Present
National South Asian Bar AssociationMember
2006 - Present
South Asian Bar Association of New JerseyMember
2001 - Present
Asian-Indian Chamber of CommerceLifetime Member
2001 - Present
New Jersey State Bar Association, Elder and Disability Law SectionMember
2001 - Present
Middlesex County Bar AssociationMember
2001 - Present
New York State Bar Association, Trusts and Estates Law SectionMember
Sample of Legal Cases
Estate Plan for NS & RS (Husband and Wife)
Successful preparation & execution of plan.
Education
2014
Wealthcounsel Academy - Tax Camp
Completion Certification
2000
Yeshiva University, Benjamin N. Cardozo School of Law
JD - Juris Doctor
1997
Pennsylvania State University
BS - Bachelor of Science
Speaking Engagements
2013
Supercharge Your Practice with the Trusts & Estates Boot Camp For Advisors
Supercharge Your Practice with the Trusts & Estates Boot Camp For Advisors
2013
New Jersey Society of CPAs/NJSCPA Education Foundation
Estate Planning - What's New & What Now
2012
FPANJ Regional Meeting
The Hidden Secrets of Veterans Benefits
2012
"Retiring Right"
Coordinating Retirement Plans with Wealth Transfer
2011
Islamic Society of Central Jersey
Introduction to Estate Planning with Islamic Law Considerations
2011
Estate Planning Dinner Seminar
You’ve Earned It - Now Protect It!
2011
Estate Planning & the Family Love Letter
Estate Planning & the Family Love Letter
2011
Dar-ul-Islah, Teaneck, NJ
Estate Planning with Sharia'h Considerations
2011
Association of Physicians of Pakistani Descent of North America - New Jersey executive committee meeting
Estate Planning and Asset Protection Planning for Physicians
2011
Asian-Indian Chamber of Commerce July Meeting
Congratulations! Your Business Venture is a Success!!! Now... How Will You Protect It?
2011
AICC Monthly Meeting
What Every Indian-American Business Owner Should Know About the 2011 IRS Tax Amnesty Program (co-presenter)
2010
Asian American Hotel Owners Association Mid-Regional Meeting
Keeping the Family Hotel in the Family: What hoteliers should know about estate taxes, asset protection, wealth transfer planning & business succession
Publications
2013
2013
2013
2012
SAPC Blog 2012
What is Probate
2011
Shah & Associates Blog
Jeeves & the Estate Home: What Exactly is an Estate Plan Anyway?
2011
Protecting Your Clients From Sales & Use Tax Liability
Protecting Your Clients From Sales & Use Tax Liability
2009
Estate Planning for Non-Citizen Spouses
Estate Planning for Non-Citizen Spouses
Languages
Gujarati
Hindi
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Can I file for eviction on behalf of someone else as Administrator of a Trust & Durable Power of Attorney over the Beneficiary?
26 Feb 2014
Q&A
Can one sibling take over power of attorney for a parent and not tell the other?
08 Aug 2011
Q&A
Bypass Daughter in Law in Revocable Trust
14 Jul 2011
Legal Guides
Legal Guide
What Goes in the Bucket? (i.e. What Can I Use to Fund My Trust?)
29 Oct 2013
Legal Guide
Minding Mom & Pop’s Shop: Five Steps to the Succession of Your Family Business
29 Oct 2013
Legal Guide
Income Tax Planning While Planning Your Estate
29 Oct 2013