Author: Estate & Trust Group
-
08.13.2024
Wills, Tax & Estate Planning
Join estate and trust litigation attorney, Melissa Dibble, who is one of the speakers at Samaritan’s complementary workshop on Wills, Tax & Estate Planning. Attendees will learn the importance of having a will, explore other tax saving and estate planning options, as well as have your questions answered. The workshop is being hosted by Samaritan’s […]
Read More -
08.08.2024
Oral Agreement Argument Unsuccessful; Terms of Will Upheld
In re Estate of Spitz-Oose, Docket No. A-0451-22 (N.J. Super. App. Div. Apr. 10, 2024) Plaintiff Brian Spitz (“Brian”) brought claims against the estate of his mother. The center of the dispute was real estate owned by the mother and Brian’s allegation that his mother promised orally to leave him the property if he provided […]
Read More -
08.01.2024
Melissa Osorio Dibble Reappointed to American Bar Association Committee
Archer partner, Melissa Osorio Dibble, was recently reappointed to the Leadership and Mentoring Committee of the American Bar Association Section of Real Property, Trust and Estate Law for the 2024-2025 bar year. A long-term active member of the Section, Melissa also serves as Co-Chair of the Professional Responsibility Committee. She recently served as Co-Chair of the […]
Read More -
08.01.2024
Melissa Osorio Dibble Appointed Co-Chair of American Bar Association Committee
Archer partner, Melissa Osorio Dibble, was recently appointed Co-Chair of the Professional Responsibility Committee in the Litigation and Professional Responsibility Group of the American Bar Association Section of Real Property, Trust and Estate Law for the 2024-2025 bar year. A long-term active member of the Section, Melissa is also a member of the Leadership and Mentoring […]
Read More -
07.27.2024
Anthony La Ratta Reappointed to NJSBA Equity Jurisprudence Committee
Archer partner, Anthony R. La Ratta, was reappointed to the New Jersey State Bar Association Equity Jurisprudence Committee. The Equity Jurisprudence Special Committee provides programs designed to improve the skills of Association members when practicing before the General Equity Courts of New Jersey, and facilitates interaction between the general equity judiciary and the Association. Anthony concentrates […]
Read More -
07.26.2024
Anthony La Ratta Reappointed as Vice-Chair of Jefferson Health Foundation New Jersey Board
Archer partner, Anthony R. La Ratta, was reappointed as Vice-Chair of the Jefferson Health Foundation – New Jersey Board. His one-year term will run to June 30, 2025. The mission of the Jefferson Health Foundation – New Jersey is to improve the lives of patients and their families in the community, and to transform the health […]
Read More -
07.15.2024
Undue Influence Not Found Where No Evidence of Financial Exploitation
In re Estate of Iannacco, Docket No. A-1674-22 (N.J. Super. App. Div. June 24, 2024) Maria Iannacco (“Decedent”) was married to Aldo Iannacco Sr. (Aldo Sr.). They had two sons, plaintiff Francesco Iannacco (“Francesco”) and defendant Aldo Iannacco Jr. (“Aldo Jr.”). Francesco had two children, and Aldo Jr. had two children, including defendant Bianca Martinelli […]
Read More -
07.12.2024
United States Supreme Court Unanimously Decides that Life Insurance Proceeds on Life of Business Owner Increases Value of Shares
Connelly v. United States, 144 S.Ct. 1406 (2024) Two brothers, Michael and Thomas Connelly, owned a building supply corporation. To keep the company in the family in the event either of the brothers died, the brothers entered into an agreement where the surviving brother would have the option to purchase the deceased brother’s shares. If […]
Read More -
06.19.2024
Kelly Barry Installed as Secretary of the EFPCSNJ
Archer is pleased to announce that Kelly M. Barry was installed as Secretary of the Estate and Financial Planners Council of South Jersey (EFPCSNJ). She will serve a 1-year term. EFPCSNJ celebrated the installation of their 2024-2025 Board on June 19 at Sapori in Collingswood, NJ. A member of Archer’s Estates & Trusts Group, Kelly […]
Read More -
06.18.2024
Steve Mignogna to Present at the ACTEC 2024 Summer Meeting
Archer Attorney Steven K. Mignogna will present to the American College of Trust and Estate Council’s Trust Fiduciary Administration Committee on Friday, June 21 at the 2024 Summer Meeting in Toronto, Canada. His presentation will address how fiduciaries deal with lost or missing records. To learn more about the Summer Meeting, click here.
Read More