Author: Estate & Trust Group
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10.10.2019
NJSBA Reacts to Proposed Guardianship Rule Changes
The NJSBA submitted comments on the proposed New Jersey guardianship statutes and portions of Title 3B. The proposal is an overhaul of the guardianship act and the NJSBA’s Elder and Disability Law Section felt the changes may not accomplish the intended goals and could hurt New Jersey’s most vulnerable residents. See the letter at: https://tcms.njsba.com/personifyebusiness/Portals/0/NJSBA-PDF/Reports%20&%20Comments/Guardianship.pdf.
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10.10.2019
Elective Share is Needs Based and Presumption that Joint Account Passes to Survivor is Rebuttable
In re Estate of Giordano, No. P-085-18 (Ch. Div. June 10, 2019). The court highlighted two propositions: (1) New Jersey’s elective share statute is needs based and can be awarded upon a finding that the election is necessary to provide adequate support of the surviving spouse during her probable life expectancy; and (2) the New […]
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10.02.2019
Steven K. Mignogna Spoke At the 2019 Annual NJICLE Forum On Hot Trends In Fiduciary Litigation
On Thursday, September 26, 2019, Steven Mignogna gave a lecture at the annual forum on fiduciary litigation, for the New Jersey Institute for Continuing Legal Education. The panel discussed important trends in New Jersey, and other jurisdictions, as to estate and trust litigation. The program was at the New Jersey Law Center in New Brunswick, […]
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10.02.2019
Hot Trends in Estate Litigation – 18th Annual Forum
On Thursday, December 5, 2019, with others from our firm, Mr. Mignogna will present a seminar at the Camden County Bar Association on important trends in estate litigation. This is the 18th annual year for this program. It will be presented at Tavistock. Provider: Camden County Bar Association Speakers: Mr. Glenn Henkel Esq. – Kulzer […]
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10.02.2019
Steven K. Mignogna to Present at 54th Annual Heckerling Institute on Estate Planning
On January 16, 2020, Mr. Mignogna will present a program on the “Inside View from Corporate Fiduciaries,” at the 54th Annual Heckerling Institute on Estate Planning in Orlando, Florida. The Heckerling Institute is the nation’s premier conference for estate planning professionals. Mr. Mignogna will moderate a panel comprised of the chief officers of several major corporate […]
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09.25.2019
Tara Zane and Melissa Dibble Presented at “Wills and Estate Planning Workshop” at Samaritan Healthcare & Hospice
Archer attorneys Tara Zane and Melissa Dibble presented a free “Wills and Estate Planning Workshop” hosted by Samaritan’s Planned Giving Committee on Thursday, September 26, 2019 from 9:00 AM – 10:30 AM. The committee included some of the region’s leading financial advisors who volunteer their time and expertise to raise awareness about the importance of […]
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09.11.2019
No Attorneys’ Fees Awarded In Will Contest Where Case Had “Obvious Legal and Factual Weakness[es]”
In re the Estate of Connolly, No. A-3855-17T1, 2019 WL 1578804 (N.J. Super. Ct. App. Div. Apr. 12, 2019). This case involves a purported will drafted by an attorney who never met the decedent. The attorney drafted the will based on a telephone conversation he had with the decedent, who was then ninety (90) years […]
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09.11.2019
Litigant “Entitled to Fair and Reasonable Opportunity to Litigate”
De Paul vs. Estate of De Paul, A-0887-16t2, 2019 WL 1831554 (N.J. Super. Ct. App. Div. April 25, 2019). This action considered the reach of the entire controversy doctrine. The dispute stemmed from the disposition of a residential property in Mays Landing owned by the decedent, Catherine De Paul (“Catherine”). Catherine died testate in December […]
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09.11.2019
Peter Bing, Grandfather To Damian Hurley And Kira Kerkorian, Can’t Exclude Grandchildren From Trust
The Daily Mail reported that a Los Angeles judge ruled that Steve Bing and Elizabeth Hurley’s son Damian Hurley, 17, and his half-sister Kira Kerkorian, the daughter of Steve and former tennis pro Lisa Bonder, are beneficiaries to their grandfather, Dr. Peter Bing’s, trust. The trust is set to terminate in October 2020. Dr. Bing […]
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08.20.2019
Anthony La Ratta Appointed Chair of ABA Committee
Archer Partner Anthony R. La Ratta was recently appointed Chair of the National Conference of Lawyers and Corporate Fiduciaries Committee of the American Bar Association’s Real Property, Trust and Estate Law Section. His term will begin September 1. As Chair, Mr. La Ratta has overall leadership responsibility for the Committee, which focuses on the bar’s […]
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