Author: Estate & Trust Group
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02.21.2016
Nursing Home Contracts and the Importance Who Signs
The New York Times analyzes a recent case out of Massachusetts that spotlights the importance of who signs a nursing home contract. New York Times – “Pivotal Nursing Home Suit Raises a Simple Question: Who Signed the Contract?” http://www.archerlaw.com/files/arbitration%20clause%20in%20nursing%20home%20contracts.pdf
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02.11.2016
The Doctrine of Probable Intent Does Not Apply Absent an Ambiguity in Trust Terms
In the Matter of Violet Nelson, No. BER-P-001-15 (Chancery Division Jan. 27, 2016) In this matter, the Court assessed whether it could alter the “plain, unambiguous language of the Trust, based on extrinsic evidence suggesting that the plain, unambiguous language of the Trust is not what the Settlor intended.” Id. at *1. The Settlor established […]
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02.10.2016
Estate of Kathryn Parker Blair, Superior Court of NJ, Appellate Division, Docket No. A-5482-13T1
The petitioner, Lori Ann Parker, appealed an April 29, 2014 Order that dismissed her Verified Complaint. Petitioner had sought to set aside her aunt’s Will because, among other reasons, she claimed that her aunt had signed the Will as the result of undue influence and also lacked requisite testamentary capacity. On June 25, 1987, Kathryn […]
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02.05.2016
College Planning Seminar
Do you have children for whom you have yet to consider paying for education? Are you thinking your children are young enough and there is plenty of time? Do you think it’s too late? Will you qualify for financial aid, and if not, how are you going to pay for it? Do you have an […]
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02.01.2016
Excessive Executor’s Fees in Helmsley Estate
Leona Helmsley died in 2007 leaving behind nearly $4.8 billion in assets. The four executors of her estate, including two of her grandchildren, have sought $100 million to cover their costs of dealing with her many bequests. The Attorney General is contesting their fees. The Attorney General suggests that the payment to the executors be […]
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02.01.2016
Denial of Damages In Probate Litigation
IN THE MATTER OF THE ESTATE OF JANE P. SOGLIUZZO. SUPERIOR COURT OF NEW JERSEY, APPELLATE DIVISION DOCKET NO. A-0882-14T2; Decided December 17, 2015 2015 NJ Super Unpub LEXIS 2921 Jane P. Sogliuzzo died in 2008. She left a son, John Sogliuzzo, and a daughter, Jane Adkins. Individually and as executor of her mother’s […]
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02.01.2016
Court Determines Burden of Proof When A Party Seeks To Bar A Parent From Succeeding To A Child’s Estate
Decided December 11, 2015 SUPERIOR COURT OF NEW JERSEY APPELLATE DIVISION DOCKET NO. A-0878-14T2 2015 NJ Super LEXIS 204 Approved for publication In this case of first impression, the Appellate Division interpreted N.J.S.A. 3B:5-14.1(b)(1), which provides that a parent who is deemed to have “abandoned” his or her child “by willfully forsaking” the child is […]
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01.21.2016
Save the Date for the 4th Annual Estate Litigation Seminar
Archer & Greiner’s 4th Annual Estate Litigation Seminar (Including the NJ UTC!) Panelists will include Archer & Greiner attorneys and other experts from outside the firm. Topics will include the Uniform Trust Code just enacted into New Jersey. Breakfast will be provided at this complimentary CLE seminar. More information and registration details coming soon! When: Thursday, […]
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12.08.2015
Court Found Decedent’s Expectations Were Consistent With Life Insurance Application
SUPERIOR COURT OF NEW JERSEY APPELLATE DIVISION DOCKET NO. A-1099-13T1 Decided December 2, 2015 This dispute focused on the beneficiary designations for life insurance policies. Plaintiff Madeline Fromageot was the widow of decedent Paul Fromageot. He died in 2004. In 1996, the decedent completed an “enrollment card” which authorized his employer to deduct monies from […]
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11.25.2015
Ethics and Elder Law Breakfast CLE
William P. Isele, Esq. will be a featured speaker at “Ethical Issues Presented by Aging & Disabled Clients and How to Avoid” for the Middlesex County Bar Association. Thursday, December 10th @ 8:00 a.m. New Brunswick, NJ The seminar will focus on the following: An overview of the ethical issues non-elder law attorneys can be presented […]
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