Author: Estate & Trust Group
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04.10.2019
NJ Appellate Division Determined Executor Was Permitted to Represent Estate at Oral Argument
In the Matter of the Estate of Paruta, No. A-3456-17T2, 2019 WL 92244 (N.J. Super. Ct. App. Div. Jan. 3, 2019). The testator died with no immediate family and a will that left bequests to charities and individuals, including the defendant bank employee. The bank’s Code of Conduct and Ethics prohibited employees from accepting bequests […]
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03.01.2019
7th Annual Estate Litigation Seminar
Join us for complimentary breakfast and panel discussions from Archer’s top estate practitioners and chief officers of esteemed corporate fiduciaries from outside the firm. Earn CLE and CPE credits as you learn about these important topics. When: Thursday, April 4, 2019 from 8:00 AM to 1:00 PM EDT Where: Tavistock Country Club, 100 Tavistock Lane, […]
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01.25.2019
Save the Date – Archer’s 7th Annual Estate Litigation Seminar
Save the Date – Thursday, April 4, 2019 Archer’s 7th Annual Estate Litigation Seminar Panelists will include Archer & Greiner attorneys and other experts from outside the firm. Breakfast will be provided at this complimentary CLE seminar. More information about topics and registration details coming soon! When: Thursday, April 4, 2019 8:30 AM to 1:00 […]
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01.23.2019
Legal Malpractice Claim Against Scrivener
Mecca v. Levine, No. A-0548-17T3, 2018 WL 6711343 (N.J. Super. Ct. App. Div. Dec. 21, 2018). This legal malpractice action arose out of the drafting of a will. The Appellate Division addressed whether a ruling in a prior litigation that established the testator’s intent estopped any claim that the defendant attorney breached his duty in […]
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01.23.2019
Whether A Transfer Made Within 3 Years of Death Triggers New Jersey Transfer Inheritance Tax
Estate of Chernowitz v. Dir., Div. of Tax’n, No. 004863-2017, 2018 WL 6173591 (N.J. Tax Court Nov. 16, 2018). The New Jersey Tax Court addressed whether the decedent’s $5.1 million transfer was in contemplation of her death, such that it triggered New Jersey transfer inheritance tax due pursuant to N.J.S.A. § 54:34-1. In 2012, at […]
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01.08.2019
Steven Mignogna Appointed to ACTEC Mid-Atlantic Fellows Institute Advisory Committee
Archer Partner, Steven K. Mignogna, a Fellow of The American College of Trust and Estate Counsel (ACTEC), has been appointed to the Senior Advisory Committee of ACTEC’s Mid-Atlantic Fellows Institute. Created by ACTEC, the mission of the Mid-Atlantic Fellows Institute is to develop the profession’s future trust and estate leaders through a series of in-depth […]
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12.20.2018
Acosta-Santana v. Santana, No. A-5646-16T4, 2018 WL 6332211
Acosta-Santana v. Santana, No. A-5646-16T4, 2018 WL 6332211 (N.J. Super. Ct. App. Div. Dec. 5, 2018). The plaintiff/wife was filing for divorce. The defendant/husband then executed a last will leaving his estate in equal shares for his and the plaintiff’s children. The defendant passed away before the entry of a final judgment of divorce. The […]
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12.20.2018
In the Matter of the Estate of Kaczmarek, No. A-1356-17T3, 2018
In the Matter of the Estate of Kaczmarek, No. A-1356-17T3, 2018 WL 6186536 (N.J. Super. Ct. App. Div. Nov. 28, 2018). Defendant appealed summary judgment admitting the last will of Theodore A. Kaczmarek, deceased (“the decedent”) to probate. The trial court also directed the issuance of letters testamentary to the plaintiffs, as co-executrices, and dismissed […]
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12.20.2018
In the Matter of the Estate of Cordasco, No. A-4981-16T3, 2018
In the Matter of the Estate of Cordasco, No. A-4981-16T3, 2018 WL 6186306 (N.J. Super. Ct. App. Div. Nov. 28, 2018). The decedent died intestate. His son sought appointment as administrator of the estate and an order to invalidate the inter vivos transfer of a condominium to his sister, the decedent’s daughter. Id. at *2. […]
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12.14.2018
Steven Mignogna Named to Board of Heckerling Institute on Estate Planning
Steven K. Mignogna, a Partner in the firm’s Haddonfield office, has been named to the Advisory Committee of the Heckerling Institute on Estate Planning. As a board member, Mr. Mignogna will help to implement the goals of the Institute. With over 3,000 attendees, the Heckerling Institute is the leading conference in the United States for […]
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