Dana Bennett

With over 20 years of experience, Dana serves clients in Red Bank and Lakewood, specializing in estate planning, trust and estate administration, tax matters, family business planning, and charitable planning. Licensed in New Jersey and New York, Dana is dedicated to helping military members, veterans, and their families protect their assets, plan for the future, and navigate complex financial and legal matters.

Dana’s extensive education includes a law degree from Seton Hall University, an LL.M. in Taxation from New York University, and an undergraduate degree from Villanova University. Her deep understanding of estate and tax law allows her to provide tailored guidance for securing long-term financial stability.

As a member of the American College of Trust & Estate Counsel (ACTEC) and Chair of the New Jersey State Bar’s Real Property, Trust & Estate Law Section, Dana brings exceptional expertise to her clients. She frequently lectures on topics like wills, trusts, estate taxes, and planning for retirement benefits, equipping families with the tools to secure their futures.

Dana understands the unique needs of military families and is committed to offering personalized legal solutions to ensure your family’s legacy and peace of mind. Originally from Ocean County, she now resides in Marlboro with her family.

Areas of Practice

• Estate & Trust Administration
• Estate Planning
• Estate & Gift Tax Matters
• Family Business Planning
• Charitable Planning
• Income Tax Planning for Trusts & Estates
• Estate Planning for Retirement Benefits

Professional Associations and Memberships

• American College of Trust & Estate Counsel (ACTEC)
• New Jersey State Bar Association, Real Property, Trust & Estate Law Section, Member and current Vice-Chair
• New York State Bar Association
• American Bar Association
• Estate & Financial Planning Council of Central New Jersey, Past President
• Monmouth County Bar Association, Current Board Member and Past Chair
• Brookdale Community College Foundation, Board Member