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Carey Gage

PARTNER
Taxation
Trusts and Estates
Court Admissions
  • New Jersey

  • Massachusetts

  • U.S. Tax Court

  • U.S. District Court, New Jersey

  • U.S. Court of Appeals for the Third Circuit

Education
  • University of Rochester, B.A.

  • New England School of Law, J.D.

  • Boston University Law School, LL.M. (Taxation)

Carey Gage, a Partner with the firm, manages the firm's Taxation and Trust and Estates practice groups.

 

Carey has been practicing law in northern New Jersey since 1980, concentrating on income, gift, and estate planning for businesses and individuals. Carey has represented many closely-held businesses, dealing with the minimization of taxes through the use of wills, trusts, Section 83 transactions, and other vehicles; estate planning and administration; tax-free exchanges under Section 1031 and 368; acquisitions and sales of businesses; and the orderly transition of management upon the death of both unrelated partners or partners who are family members. These solutions include establishing a workable method of transferring control of the business; selecting the person or persons to whom to transfer control when the time comes; avoiding disputes concerning the transfer of control; minimizing estate and income tax consequences involved in that transfer; and estimating (and assuring a source for payment of) estate taxes. He also has extensive experience in representing individuals and businesses in tax matters, including state and federal tax litigation, audits, offers in compromise, and other tax workouts.

Carey also represents clients in connection with disputes among partners, including related partners, in connection with issues of control, estate planning, and negotiating, executing, and consummating complex contracts.