Archer attorney Eimi S. Figlio was recently elected Secretary of the Greater New Jersey Estate Planning Council. Eimi will serve a one-year term, beginning July 1. Eimi has been a member of the Council’s Board having previously served as Trustee. The Greater New Jersey Estate Planning Council, Inc. is a member of the National Association of Estate […]

Challenges for Probate Judges: Trust Investments and Diversification By: Steven K. Mignogna, Esquire and Tara Hagopian Zane Esquire, NCPJ, (Fall Journal 2020)

Archer attorney Melissa Osorio Dibble has been installed as President of the Estate and Financial Planning Council of Southern New Jersey (EFPCSNJ). Melissa was sworn in at the Council’s annual installation dinner, which was held on June 3 at LaScala Birra at Cooper River in Pennsauken, NJ. Melissa will serve a one-year term. Melissa is a longtime […]

The New Jersey guardianship Court Rules have been amended to establish a policy for background screenings of certain proposed guardians of incapacitated persons.  The amendments are effective as of May 15, 2021, and are summarized as follows. R. 4:86-2(b) has been amended to require the petitioner to annex to the complaint an affidavit or certification […]

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 […]