Author: Estate & Trust Group
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09.04.2023
Plenary Hearing Denied When No Issue of Material Fact
In re Grompone, No. A-0563-22, 2023 WL 4926145 (N.J. Super. Ct. App. Div. August 2, 2023) Helen Paglinawan – the sister of Marie Grompone, an incapacitated person – appealed the trial court’s approval of a consent order and the denial of her motion to intervene in the litigation. Grompone at *1, 4. Helen instituted a […]
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08.18.2023
All in the Family: Brother’s Suit Claiming Breach of Fiduciary Duties and Unjust Enrichment Fails
Jemison v. Jemison, No. 21-1805, 2022 WL 2383611 (3d Cir. July 1, 2022) William Jemison and Michael Jemison were officers and members of the Board of Directors for Heyco, Inc. (“Heyco”), and co-trustees and beneficiaries to the Jemison Family Trust (“Trust”). Their brother, Steven Jemison (“Steven”), a former shareholder of Heyco and a co-trustee and […]
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08.10.2023
Will Beneficiary Bound by Settlement Agreement
Matter of Estate of Clarkin, No. A-1898-21, 2023 WL 3993261 (N.J. Super. App. Div. June 13, 2023) The decedent, Thomas Clarkin, executed his last will, married Geraldine, and post-marriage, executed a power of attorney in Geraldine’s favor. Matter of Estate of Clarkin at *1. Following Thomas’ marriage to Geraldine and a year prior to Thomas’ […]
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08.07.2023
Matthew Nicodemo to Serve as a Panelist to the Essex County Early Settlement Panel for Probate Matters
Archer attorney, Matthew Nicodemo, was recently invited and approved as a panelist to the Essex County Early Settlement Panel for Probate matters. Panelists assist the court by mediating contested probate matters, including estate, trust, and guardianship cases. The panel is comprised of experienced estate, trust, and elder law attorneys who are specially selected by the Chancery […]
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08.01.2023
11th Annual Estate Litigation Seminar
Join us for a complimentary seminar where Archer attorneys and other professionals and guests will present a review of new case law and other significant developments on trust, estate and fiduciary litigation from the region and around the country. WHEN Tuesday, September 12, 2023 from 8:30 AM to 1:00 PM EDT (Registration and breakfast starting […]
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07.27.2023
Factual Issues Require Resolution to Determine LLC Ownership
Ballingall v. Ballingall, No. A-2494-21, 2023 WL 3698577 (N.J. Super. App. Div. May 30, 2023) This dispute arose among siblings Carol Ballingall (“Carol”), JoAnn Strack (“JoAnn”), and David Ballingall (“David”) over the control of four limited liability companies (“LLCs”). Carol and JoAnn appealed an Order granting summary judgment for their brother, David. The Order declared […]
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07.25.2023
Anthony La Ratta Reappointed as Trustee of the Jefferson Health Foundation
Archer partner, Anthony R. La Ratta, was reappointed as a Trustee of the Jefferson Health Foundation – New Jersey Board. His one-year term will run to June 30, 2024. 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 […]
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07.24.2023
Melissa Osorio Dibble Reappointed to American Bar Association Real Property, Trust and Estate Law ad to the Ethics and Malpractice Committee as Co-Chair and Leadership/Mentoring Task Force as a Member
Archer partner, Melissa Osorio Dibble, was recently appointed to two leadership positions in the American Bar Association Section of Real Property, Trust and Estate Law for the 2023-2024 bar year. Melissa will serve as Co-Chair of the Ethics and Malpractice Committee, as well as a Leadership/Mentoring Task Force Member, both effective September 1, 2023. A long-term […]
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07.24.2023
Anthony La Ratta Appointed to American Bar Association Real Property, Trust and Estate Law Standing Committee on Career Development and Wellness for the 2023-24 Year
Archer partner, Anthony R. La Ratta, was recently appointed to a leadership position for the American Bar Association Section of Real Property, Trust and Estate Law. He will serve as a Member of the Special Committee on Career and Wellness, effective September 1. A long-standing active member of the Section, Anthony is just completing a 4-year term […]
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07.18.2023
Melissa Osorio Dibble to Present at Will & Estate Planning Workshop hosted by Samaritan on Tuesday, September 19, 2023
Melissa Osorio Dibble, Partner in Archer’s Estate & Trust Litigation Group, will speak at Samaritan Healthcare’s complimentary Will and Estate Planning Workshop on September 19. Melissa will inform guest about the importance of having a Will and explore tax saving and estate planning options. Title: “Will & Estate Planning Workshop” When: September 19, 2023 from 5:30 – […]
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