When: Thursday, May 6, 2021  10:00am – 10:30am Where: This is an Online Event (Zoom link will be provided upon registration) What: Top 10 Estate Planning Mistakes (and How to Avoid Them) Overview: Poor estate planning can lead to unfortunate, unintended and permanent consequences for your loved ones at the time of your death. Some mistakes may be […]

Archer attorney Melissa Dibble will speak at the American Bar Association’s 33rd Annual Real Property, Trust & Estate Law Virtual National CLE Conference “Building Bridges Together in the Practice of Law” held from April 21-23, 2021 Melissa will be on a panel presenting on the “Do’s and Don’ts of Donor Intent: Managing Disputes over Restricted Charitable Gifts, […]

U.S. v. Estate of Kelley, No. 3:17-cv-965-BRM-DEA, 2020 WL 6194040 (D.N.J. Oct. 22, 2020). Lorraine Kelley died on December 30, 2003, and her brother, Richard Saloom (“Saloom”), and Richard Lecky were co-executors of her estate.  The co-executors  filed a Form 706 on behalf of the Estate of Lorraine Kelley (“Kelley Estate”), reporting an estate tax […]

Faulk v. Martucci, No. A-2234-19T1, 2021 WL 243833 (N.J. Super. Ct. App. Div. Jan. 26, 2021). Defendant Anne Martucci (“Anne”) appealed from an order awarding a constructive trust in favor of plaintiff Janette Faulk (“Janette”) as guardian of Harry Faulk (“Harry”), an incapacitated person.  Janette is Harry’s daughter. Prior to being found an incapacitated person, […]

Schultz v. Glasser, No. A-5239-18T3, 2021 WL 269674 (N.J. Super. Ct. App. Div. Jan. 27, 2021). Husband and wife, Robert Schultz, Sr. (“Robert”) and Mary Ann Schultz (“Mary Ann”), created an inter vivos trust (“Trust”), of which they were the primary beneficiaries.  Upon the death of the survivor of them, their children, Robert Schultz, Jr., […]

Where: Webinar When: 9:00 am –  March 11, 2021 Overview: Archer partner Tony La Ratta spoke at the webinar, “Webcast – 14th Annual Latest Trends in Estate Litigation” hosted by the New Jersey Institute for Continuing Legal Education. Estate litigation is constantly evolving, and knowing the latest trends and developments can often mean the difference […]

Partner, Melissa O. Dibble, and Steven K. Mignogna, Co-Chair of  Archer’s Estates and Trusts Department and Chair of the Estate and Trust Litigation Group, participated in the Estate and Financial Planning Council of Southern New Jersey webinar, “No Good Deed Goes Unpunished: Charitable Disputes and How to Avoid Them” on Thursday, February 18. This webinar explored disputes […]

A man proposed to his fiancé with a 4-carat princess cut $265,000 Harry Winston diamond engagement ring.  Before the two could wed, the man died and his estate sued to recover the ring.  Following a four-day trial the judge found that the gift, although an engagement ring, was unconditional, even though such rings are usually […]

Tara H. Zane, a Partner in Archer’s Estate and Trust Services Department, presented the “Year-end Tax Planning Seminar,” hosted by the Catholic Charities Diocese of Trenton on December 10, 2020 from 4:00 PM – 5:00 PM. Topics included: Year-end charitable and estate planning Planning ideas under the SECURE Act Tax Strategies under a Democratic White […]

On Wednesday, December 9, 2020, Steven Mignogna, Donald Craig, Anthony La Ratta and Tara Zane will present a webinar with the Camden County Bar Association on important trends in estate litigation.  This is the 19th annual year for this program.   Provider: Camden County Bar Association Speakers: Donald Craig, Esq.– Archer & Greiner Anthony LaRatta […]