Attorney Profile

Jodi B. Scherl advises clients on estate and trust planning, estate administration, special needs planning, and elder and Medicaid planning.

The firm has operated as a solo boutique practice in Tenafly, New Jersey, since 2007.

Ms. Scherl is a frequent lecturer to parent groups of special needs children, and has taught continuing legal education seminars in various areas of her practice.

Jodi Scherl, Attorney

Professional Experience

Prior to opening her law firm, Ms. Scherl held the following positions:

  • Counsel to Cohn Lifland Pearlman Herrmann & Knopf, LLP, where she spent nine years heading up the tax and estate planning and elder law departments of the firm. During that period of time, Ms. Scherl taught as an adjunct professor at Fairleigh Dickinson University.
  • Associate, Hannoch Weisman, Roseland, New Jersey
  • Associate, Jones Day Reavis & Pogue, New York and District of Columbia Offices

Education

  • American University Washington College of Law, J.D., cum laude, 1995
  • Note and Comment Editor, American University Law Review, 1994-1995
  • George Washington University, B.A. 1990
  • Montclair Kimberley Academy, 1986

Admitted

  • New Jersey, 1995
  • New York, 1995
  • District of Columbia, 1995

Professional Memberships

  • New Jersey and New York State Bar Associations
  • Real Property, Probate and Trust Law Section of the New Jersey Bar
  • Elder and Disability Law Section of the New Jersey Bar
  • N.J. Inheritance Tax Rules and Regulations Committee

Firm Practice Areas

  • Last Wills and Testaments
  • Powers of Attorney and Health Care Documents
  • Medicaid Planning and Applications
  • Special Needs Planning
  • Probate and Administration of Estates and Trusts
  • Life Insurance and Other Sophisticated Trust Planning
  • Estate and Gift Tax Planning
  • Family Limited Partnerships and LLCs
  • Long Term Care Planning
  • Guardianships