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Kay Sowa Presents At Paralegal Association CLE

Capehart Scatchard paralegal, Kay M. Sowa, spoke at a CLE sponsored by the Cincinnati Paralegal Association on February 3, 2022.  Ms. Sowa’s remote presentation, entitled “2022 Tax Update,” focused on recent developments in individual and fiduciary income taxes.  Additionally, she discussed the tax implications of the American Rescue Plan and the proposed Build Back Better Act.

In addition to her paralegal duties in tax, accounting and litigation matters relating to trusts, estates and individuals, Ms. Sowa is an IRS Enrolled Agent eligible to represent taxpayers before all administrative levels of the IRS.  She is also a Certified Trust and Financial Advisor through the Institute of Certified Bankers and an Accredited Estate Planner® as designated by the National Association of Estate Planners & Councils.

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Capehart Shareholder appears on RVN TV’s “It’s Your Money”

Renee C. Vidal, Esq., a Shareholder in Capehart’s Business & Tax and Wills, Trusts & Estates Groups, recently made an appearance on RVN TV’s “It’s Your Money” program hosted by financial planners, Jo Ann M. Morgano and Martin Saltzman.  On the show, Renee shared her experience in estate planning and spoke about the importance of having a Last Will and Testament, Durable Power of Attorney, Medical Power of Attorney and Health Care Directive/Living Will.

 

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Capehart Scatchard Participates In Eyeglass Drive

PHOTO: Kay Sowa, EA, AEP®, CFTA presents a full box of eyeglasses to Phil Lezenby, Past President of the Moorestown Lions Club.

 

Over the past several months, attorneys and staff have been collecting used eyeglasses for the Moorestown Lions Club.  The collection drive was spearheaded by Kay Sowa, a paralegal in the Trusts & Estates Group. Ms. Sowa originally contacted the club after cleaning out a decedent’s residence where she found several pair of glasses and wanted them to be put to good use.  She decided to start the collection at the firm to bring awareness that used glasses can be recycled and can bring sight to needy people around the world.

The firm collected almost 150 pairs of gently used eyeglasses. Lions Club volunteers will examine each pair to determine the prescription. The glasses will be labeled and then sent to countries lacking access to basic eye care.

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Yasmeen Khaleel Named NJBIZ “Leader In Law”

Yasmeen S. KhaleelCapehart Scatchard is pleased to announce that Executive Committee member Yasmeen S. Khaleel, Esq., has been named by NJBIZ as a “Leader in Law.”   The NJBIZ “Leaders in Law” program honors attorneys who are dedicated to their occupation and their communities. Following an open nomination period, honorees were chosen by a panel of independent judges with experience in the justice system.  Ms. Khaleel was nominated by Friedman LLP partner, Mark Nicastro, CPA, MST.  Ms. Khaleel and the other honorees will be recognized at a virtual ceremony to be held on May 13, 2021.

Ms. Khaleel, a Mount Laurel resident, concentrates her practice in the representation of individuals, business owners, medical, dental and other professionals in the areas of estate planning, estate and trust administration, business succession planning, transactional and tax planning. She routinely handles matters of special needs planning including guardianship applications. Additionally, she is experienced in handling complex business/estate and trust litigation matters in conjunction with the Litigation Group.

She received her LL.M. degree from Temple University James E. Beasley School of Law, her law degree from Seton Hall School of Law, and her B.A. degree, with honors, from Lafayette College.  Ms. Khaleel is admitted to practice law in New Jersey and Pennsylvania.

Ms. Khaleel is the past president of the Estate and Financial Planning Council of Southern New Jersey, is on the board of directors for the Animal Welfare Association, is a committee member of the Samaritan Hospice and Health Care Planned Giving Committee, and is a committee member of the Indian Cultural Center – Asian Indian Professionals Scholarships Committee (formerly the Asian Indian Professionals, Inc.).

No aspect of this advertisement has been approved by the Supreme Court of New Jersey. For a description of the selection methodology please click here.

 

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Yasmeen Khaleel Receives Founder’s Award From Estate And Financial Planning Council Of Southern New Jersey

Yasmeen S. KhaleelCapehart Scatchard Executive Committee member, Yasmeen S. Khaleel, was presented with the 2020 Founder’s Award by the Estate and Financial Planning Council of Southern New Jersey (“EFPCSNJ”) on January 21, 2021.  The award was presented during a virtual meeting of the organization.  Established in 2001, the Founder’s Award is presented to an individual who has provided distinguished service to the estate and financial planning profession.

Ms. Khaleel, a Mount Laurel resident, concentrates her practice in the representation of individuals, business owners, medical, dental and other professionals in the areas of estate planning, estate and trust administration, business succession planning, transactional and tax planning. She routinely handles matters of special needs planning including guardianship applications. Additionally, she is experienced in handling complex business/estate and trust litigation matters in conjunction with the Litigation Group.

Ms. Khaleel is the past president of EFPCSNJ, is on the board of directors for the Animal Welfare Association, is a committee member of the Samaritan Hospice and Health Care Planned Giving Committee, and a committee member of the Indian Cultural Center –Asian Indian Professionals Scholarship Committee (formerly the Asian Indian Professionals, Inc.).