William P. Isele, Esq. will be a featured speaker at “Ethical Issues Presented by Aging & Disabled Clients and How to Avoid” for the Middlesex County Bar Association. Thursday, December 10th @ 8:00 a.m. New Brunswick, NJ The seminar will focus on the following: An overview of the ethical issues non-elder law attorneys can be presented […]

The New Jersey Appellate Division recently decided In re Estate of Matchuk, 2015 N.J. Super. Unpub. LEXIS 2465 (App. Div. Oct. 28, 2015) (found here), a case involving competing claims to decedent’s retirement accounts.  Prior to marrying his wife, decedent had designated his sister as the beneficiary of his retirement accounts.  After his marriage, decedent […]

Steven K. Mignogna, a shareholder with Archer & Greiner P.C. in Haddonfield, N.J., will be a featured speaker at the National College of Probate Judges Conference on November 12 and 13, 2015.  Mr. Mignogna will present Seven Deadly Claims – a survey of unique estate and trust claims around the nation. As estate and trust […]

Steven K. Mignogna, a shareholder with Archer & Greiner P.C. in Haddonfield, N.J., was a featured speaker at the 2015 Delaware Trust Conference, October 26th & 27th, at the Chase Center on the Riverfront in Wilmington, Delaware. Mr. Mignogna appeared as part of the Case Studies in Ethical Behavior presentation. This year’s conference, the 10th annual, featured […]

Steven K. Mignogna was a featured speaker at the 37th Annual Duke University Estate Planning Conference. He presented “Ethics and Technology in a Trusts and Estates Practice” on October 15, 2015. Mr. Mignogna’s presentation discussed how professionals depend on technology in their practices while often taking it for granted. He also addressed how they can […]

In Jones v. Golden, No. SC 13-2536 (Fla. Sup. Ct. October 1, 2015), the Florida Supreme Court resolved a conflict among Florida’s district courts with regard to whether a reasonably ascertainable creditor who is not served with a notice to creditors is barred if the creditor does not file a claim within three months after […]

By Don Craig, Esquire. Almost every litigation attorney, at some point in his or her career, will file a certification of attorney services.  Most attorneys, particular younger attorneys, start with a template from an experienced practitioner and simply add the requested figures. There is much more to drafting a effective certification of attorney services.  First, […]

In the Matter of The Estate of Eddie Jones, III (App. Div. 8/26/2015), the Appellate Division affirmed a Burlington County Superior Court decision imposing a constructive trust upon the decedent’s life insurance policy proceeds by reforming the policy to enforce the terms of a settlement agreement that was incorporated into the decedent’s Amended Dual Final […]

Steven K. Mignogna, Anthony R. La Ratta, and Donald P. Craig presented at the Annual Constitutional Officers Association of New Jersey (COANJ) Conference. The annual COANJ conference took place at the Golden Nugget in Atlantic City, NJ, September 29–October 2, 2015. On September 30, 2015, Mr. La Ratta and Mr. Craig presented “Developments in Elder […]

In re: Eleanor Pierce (Marshall) Stevens Living Trust, 159 So. 3d 1101 (Ct. App. La. 2015) upheld an appointment of a trust protector as valid under Louisiana law. The trust was established in 1979 and amended several times. A 2007 amendment appointed a trust protector and afforded that person the power to remove the trustee. […]