A founding partner of the firm, Bob chairs the firm’s Tax and Estate Planning Department, with a focus on Municipal, Land Use, Tax and Business Law and Litigation. He provides advice and services to individuals seeking to plan their estates utilizing wills, trusts, powers of attorney, living wills and health care proxies. Bob utilizes his Master of Laws degree in tax to help clients minimize their potential tax exposure. He aids executors and administrators in administering the estates of decedents as well as compliance with Federal and State death taxes. He often appears in court on behalf of estates and beneficiaries to make sure a decedent's intentions are fulfilled.
As co-chair of the firm’s Municipal and Land Use Department, Bob has also served various boards and governing bodies in Monmouth, Middlesex, Mercer and Morris counties for more than 30 years. He presently represents Freehold Township and Millstone Township as their Municipal Attorney. He has argued several significant cases in municipal and land use areas of the law on all levels of the New Jersey Court system. He also provides guidance for his corporate and private clients for their land use applications and litigation. Mr. Muñoz provides advice on corporate transactions, tax and succession planning to all types of businesses, including medical practices.
He is a former Deputy Attorney General for the State of New Jersey. He has argued successfully before the courts at every level in the state, including such high profile cases as Manalapan Realty v. Township of Manalapan, 140 N.J. 366 (1995).
For his outstanding work and success helping victims of the 9-11 attack on the World Trade Center, Bob was one of the recipients of the 2004 Public Justice Achievement Award - given jointly by Trial Lawyers Care, Association of Trial Lawyers of America, and New Jersey and New York State Trial Lawyers Association. This award is presented in recognition of those "who achieve remarkable victories in cases proving that trial lawyers, working together, can dramatically advance the public good."
He has served three terms as the chairman of the Western Monmouth Chamber of Commerce (2006-2008).
Bob received his B.A. from New York University in 1975, his J.D. from New York University School of Law in 1978 and his LL.M. in Taxation from New York University in 2000.
- United States Supreme Court
- United States Tax Court
- United States Court of Appeals – Third Circuit
- United States District Court - District of New Jersey
- New Jersey
- New York
Memberships and Affiliations
- Monmouth Bar Association
- Ocean County Bar Association
- Southern Ocean Chamber of Commerce
- New Jersey League of Municipalities, Associate Legal Counsel Panel
- New Jersey Institute of Local Government Attorneys
- September 14, 2016 - Robert F. Muñoz, head of the firm’s Tax and Estate Planning Practice, will be speaking on “Where There’s a Will, There’s a Way” as part of the Glen Eagle Advisors 2016 Discussion Series. The program will take place from 7:00 to 9:00 pm at St. Robert Bellarmine (Parish Center) in Freehold, NJ. Among the topics will be: What is Estate Planning and How Do I Begin? What is a Will, Healthcare Proxy and Power of Attorney? The series will be hosted by Kathy Lo Bue, Managing Director at Glen Eagle. The program is free and open to the community. To RSVP, call (732) 866-6660.
- June 2015 - Robert F. Muñoz, a founding partner of the firm and Chair of the Tax, Trusts and Estates Department, was accredited by the Department of Veterans Affairs' for the preparation, presentation and prosecution of claims for veterans’ benefits. Attorneys who receive this accreditation can appear before the VA on any administrative hearing or appellate matter. Visit the Office of the General Counsel website for more information: United States Department of Veterans Affairs
On April 27th, the Asbury Park Press and the Star Ledger both published articles reporting that New Jersey has the highest rate of autism in the country. More and more New Jersey parents have the difficult task of marshaling resources and navigating the bureaucracy to get their child the services and support that they will need...Read more
The Legislature has adopted, and the Governor has signed into law, the Uniform Fiduciary Access to Digital Assets Act (UFADAA). Prior to the enactment of the UFADAA, the law was fuzzy as to who was entitled to digital assets of a decedent or a disabled individual. In the absence of the Act, the digital company controlling...Read more
A power of attorney is a written document that enables an individual, known as a “Principal” to designate another person, known as an “Agent” or an “Attorney in Fact,” to act on behalf of the Principal. The general purpose of a power of attorney is to permit the Agent to act on behalf of the Principal...Read more
In a will, one must appoint the people who are charged with carrying out the intentions of the testator. The people you select should be dependable and understand their roles. These people are called “fiduciaries.” The fiduciaries include the executor, the trustee and a guardian. The executor is the person who carries out or executes the...Read more
Robert F. Muñoz, head of the firm’s Tax and Estate Planning Practice, will be speaking on “Where There’s a Will, There’s a Way” as part of the Glen Eagle Advisors 2016 Discussion Series. The program will take place from 7:00 to 9:00 pm at St. Robert Bellarmine (Parish Center) in Freehold, NJ. Among the topics will...Read more
We continue now with a review of specific areas of the will, including residuary clause provisions, unlimited marital deduction requirements, disclaimer trusts, testamentary trusts and special need trusts, if necessary. ------- The next portion of the will is generally the residuary clause where the rest of the estate is left to the ultimate or contingent beneficiaries. ...Read more
Estate Planning Self Examination Checkup Chapter III: Reviewing the Dispositive Portions of the Will
In the last installment, we covered issues concerning when wills should be revised and the differences between treatment of probate and non-probate assets. In this installment, we will begin by defining the persons in the will and then move on to a basic review of certain areas of the will. Let’s begin by defining the roles...Read more
Each time we complete a client’s estate plan, we recommend that they revisit the plan annually at tax time to determine whether or not their financial position has changed from years prior. We also recommend the client review all of their estate planning documents at least once every three (3) years. The key is determining whether...Read more
The week of April 18, 2016 found the New Jersey Legislature in session trying to determine how to squeeze the residents of the State of New Jersey for more money through “tax reform.” Chief among those “reforms” was an increase in the gas tax to support the New Jersey Transportation Trust Fund. A fund previously fleeced...Read more
Equity Shareholder and Chair of the Firm's Tax and Estate Planning Department, Robert F. Munoz begins an important series discussing many of the essential estate planning issues New Jersey residents face - including inheritance taxes, death taxes, property transfers and medical directives. Part I: Help Me, I'm From New Jersey! The purpose of this series is...Read more
Many people ignore estate planning because they believe it's too complicated or only meant for the very rich. But the truth is, everyone should be planning for the administration and protection of their assets during their lifetime, as well as for the direction and disposition of their assets upon their death. Today we'll cover the components...Read more