Author: Estate & Trust Group
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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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11.23.2015
Beneficiary Designations in Retirement Accounts
The New Jersey Appellate Division recently decided In re Estate of Matchuk, 2015 N.J. Super. Unpub. LEXIS 2465 (App. Div. Oct. 28, 2015) (found here), a case involving competing claims to decedent’s retirement accounts. Prior to marrying his wife, decedent had designated his sister as the beneficiary of his retirement accounts. After his marriage, decedent […]
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11.11.2015
Steven Mignogna Lectured at National College of Probate Judges Conference
Steven K. Mignogna, a shareholder with Archer & Greiner P.C. in Haddonfield, N.J., will be a featured speaker at the National College of Probate Judges Conference on November 12 and 13, 2015. Mr. Mignogna will present Seven Deadly Claims – a survey of unique estate and trust claims around the nation. As estate and trust […]
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10.28.2015
Steven Mignogna a Featured Speaker at 2015 Delaware Trust Conference
Steven K. Mignogna, a shareholder with Archer & Greiner P.C. in Haddonfield, N.J., was a featured speaker at the 2015 Delaware Trust Conference, October 26th & 27th, at the Chase Center on the Riverfront in Wilmington, Delaware. Mr. Mignogna appeared as part of the Case Studies in Ethical Behavior presentation. This year’s conference, the 10th annual, featured […]
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10.19.2015
Steven Mignogna Presented at the 37th Annual Duke University Estate Planning Conference
Steven K. Mignogna was a featured speaker at the 37th Annual Duke University Estate Planning Conference. He presented “Ethics and Technology in a Trusts and Estates Practice” on October 15, 2015. Mr. Mignogna’s presentation discussed how professionals depend on technology in their practices while often taking it for granted. He also addressed how they can […]
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