Catherine Romania
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  • Member

Location:

Florham Park, NJ

Phone:

Fax:

973-822-1188

Email:

Catherine Romania is a member of the New Jersey and New York Bars. Ms. Romania received her B.S. in accounting magna cum laude from Bucknell University, graduated cum laude from St. John’s University School of Law and graduated from New York University School of Law with a Masters in Taxation. Ms. Romania is a Fellow of the American College of Trust and Estate Counsel (ACTEC). She is currently serving on the District XA Ethics Committee of the New Jersey Supreme Court and was past Chair of the District X Fee Arbitration Committee. She is also a New Jersey Superior Court Approved Mediator for family, civil, probate and general equity matters and is a member of and accredited by the New Jersey Association of Professional Mediators as a business and commercial mediator. Ms. Romania has lectured for the New Jersey Institute of Continuing Legal Education as well as other organizations, has authored numerous articles including “For Love, Money and Exemption”, “Pet Trusts” and “Disinheriting a Child,” and has been frequently quoted on estate planning and administration issues. Ms. Romania practices in the areas of estate planning, estate administration, guardianship, elder law, business and tax matters.  Additionally, she has been selected as a “New Jersey Super Lawyer” in estate planning and probate.  To learn more about the selection process of this award, please click the following – Super Lawyers.  No aspect of this advertising has been approved by the Supreme Court of New Jersey.

Areas Of Practice

  • Business Organizations
  • Estate Planning
  • Estate Administration
  • Mediation
  • Guardianship
  • Elder Law
  • Tax Matters

Bar Admissions

  • New Jersey, 1981
  • New York, 1982
  • U.S. District Court District of New Jersey, 1981
  • U.S. District Court Southern District of New York, 1982
  • U.S. District Court Eastern District of New York, 1982
  • U.S. Court of Appeals 3rd Circuit, 1985
  • U.S. Tax Court, 1985

Education

  • New York University School of Law, New York, New York
    • LL.M. Taxation - 1985
  • St. John's University School of Law, Jamaica, New York
    • J.D. - 1981
    • Honors: cum laude
  • Bucknell University, Lewisburg, Pennsylvania
    • B.S. - 1979
    • Honors: magna cum laude

Published Works

  • Pet Trusts; Disinheriting a Child, Estate Planning for Special Situations, NJ ICLE, 2004
  • For Love, Money and the Exemption, The New Jersey Law Journal , June 13, 2011
  • IRS Proposes Significant Revision to Form 5498, The New Jersey Law Journal, December 16, 2013
  • Limitations and Uncertainties of the 529 Plan, The New Jersey Law Journal, January 13, 2014
  • Pitfalls when Guaranteed Universal Life Insurance is Held in Trust, The New Jersey Law Journal, July 28, 2014
  • Change Your Beneficiaries After Divorce, The New Jersey Law Journal, February 5, 2015
  • Achieving a Better Life Experience (ABLE) Act of 2014, The New Jersey Law Journal, March 9, 2015
  • Addressing Estate and Gift Tax Issues in a Premarital Agreement or Divorce, The New Jersey Law Journal, June, 8, 2015
  • Addressing Alimony Under Premarital Agreements Signed Before 2019, The New Jersey Law Journal, 2019
  • Death During Divorce: The Deepening Abyss of the Black Hole, The New Jersey Law Journal, 2019
  • Frequently quoted in the New Jersey Star-Ledger Biz Brain and Bamboozled columns
  • Frequently quoted on NJMoneyHelp.com

Classes/Seminars

  • Estate Planning for Special Situations, NJ ICLE, 2004 to 2004
  • Advanced Estate Administration, NJ ICLE , 2012 to 2012
  • Estate Administration, NJ ICLE, 2013 to 2014
  • 11th Annual Road to Personal Wealth Financial Conference, Star Ledger Ask the Biz Brain Panel, 2013 to 2013
  • What Family Law Attorneys Should Know About Tax, Trust, and Estate Law, NJ ICLE, 2015 to 2016
  • Estate Planning Summer Institute, 2016 to Present
  • Basic Estate Administration, PLI, 2019 to 2020

Professional Associations and Memberships

  • The American College of Trust and Estate Counsel (ACTEC)
  • District XA Ethics Committee of the New Jersey Supreme Court, Present
  • District X Fee Arbitration Committee of the New Jersey Supreme Court, Past Chair
  • New Jersey State Bar Association (Business Law and Real Property, Probate and Trust Sections)
  • American Bar Association (Business Law and Real Property, Probate and Trust Sections)
  • Estate Planning Council of Northern New Jersey, Officer and CLE Coordinator
  • New Jersey Association of Professional Mediators, Accredited Business and Commercial Mediator
  • Morris County Bar Associations