Category: Hot Trends: Developing Case Law
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03.03.2025
Unclean Hands Bars Credits for Breaches of Fiduciary Duties as Attorney In-Fact and Executor
In re Joan McFadden, Docket No. A-0236-23, 2025 WL 65016 (N.J. Super. App. Div. Jan. 10, 2025) Joan McFadden died leaving three sons: Joseph, Vincent, and John. After their mother’s death, Joseph and Vincent brought an action against their brother, John. They alleged he breached his fiduciary duties as both attorney-in-fact and executor of their […]
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02.24.2025
Appellate Division Affirms the Award of Fees and Sanctions Against the Lawful Beneficiary of Life Insurance Proceeds
In re Estate of May, Docket No. A-1380-22 (N.J. Super. App. Div. Jan. 28, 2024) This case examines an award of counsel fees and imposition of sanctions in an action brought by a spouse to be named lawful beneficiary of life insurance policies over the decedent’s mother. The decedent, Tyrone May, Sr., was married to […]
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02.12.2025
NJ Supreme Court Affirms Ex-Spouse’s Rights to Savings Bonds as Pay-on-Death Beneficiary, Unaffected by Divorce Settlement Agreement
In re Estate of Jones, 259 N.J. 584 (N.J. 2025) The central issue was whether an ex-spouse’s rights as the pay-on-death beneficiary on her deceased ex-husband’s U.S. savings bonds were superseded by the parties’ divorce. Michael Jones (“Decedent”) was married to Jeanine Jones (“Jeanine”) in 1990. The couple divorced in January 2018. The Decedent and […]
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02.05.2025
Appellate Division Affirms GST Trust Language Did Not Require Trust Assets to Be Income-Producing, Upholds Exculpatory Clause for Trustees, and Affirms Trial Court’s Damages Award
In re Estate of Nigito, No. A-2013-22, 2024 WL 5233136 (N.J. Super. App. Div. Dec. 27, 2024). This matter arose from a challenge by Ann Mae Nigito (“Ann Mae”), daughter of the decedent, Paul Nigito (“Paul”), regarding the funding of a generation-skipping trust (“GST”) created under Paul’s will. The GST benefitted Paul’s wife, Antionette, during […]
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01.15.2025
Another Example Where Technical Formalities Are Not Necessary to Effectuate a Testator’s Intent
Bartek v. LoSapio, No. A-3022-21, 2025 WL 37451 (N.J. Super. App. Div. Jan. 7, 2025) This case deals with a codicil’s validity that does not reference the decedent’s most recent Last Will and Testament. The Appellate Division was not concerned with the error, even if the error constituted a deficiency in the formality of a […]
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01.01.2025
RPC 3.7 Prevents Attorney from Acting as Counsel at a Trial or Pretrial Evidentiary Hearing When the Attorney is Likely a Necessary Witness at the Trial or Hearing
Fountain Plaza, LLC, v. Petrock’s Liquors, Inc., No. A-1522-23, 2024 WL 4822646 (N.J. Super. App. Div. Nov. 19, 2024) The Chancery Division, relying on R. 1:21-1(c) and RPC 3.7, granted defendant’s motion to disqualify plaintiff’s attorney. Plaintiff was granted leave to file an interlocutory appeal, and the Appellate Division reversed. Plaintiff Fountain Plaza is an […]
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12.16.2024
Presumption of Revocation Found For Decedent’s Will Executed Before Marriage and Birth of Children
In re Estate of Kremer, 2024 WL 4964639 (N.J. Super. Dec. 4, 2024) This case deals with revocation of wills and related points. Bonnie Levine executed a will in 1992. The will named Bonnie’s sisters, Pamela McGinnis and Patrice Berman, as executrix and contingent executrix, respectively. In 1997, Bonnie married Joseph Kremer. The couple had […]
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12.12.2024
Trial Court Lacked Discretion to Dictate the Order of Attorney Fees Payment From a Fund in Court
Mooney v. Convery, Nos. A-1576-22, A-1577-22 (N.J. Super. App. Div. Nov. 13, 2024) This case came before the Appellate Division after the trial court awarded attorney fees but directed payment only after the defendant fully satisfied the judgment, rather than from a fund in court under Rule 4:42-9(a)(2). John J. Mooney passed away on June […]
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12.09.2024
Appellate Division Clarifies Standards for Electronic Service, Affiant’s Personal Knowledge Requirement, and Quiet Title Actions
Nolasco v. Estate of Nolasco, Docket No. A-3176-22, 2024 WL 4563243 (N.J. Super. App. Div. Oct. 24, 2024) This matter concerns a quiet title claim brought against the estate (“Estate”) of Otilio Nolasco (“Otilio” or “decedent”) by plaintiff Jose Nolasco (“Jose”) concerning real estate in North Plainfield, New Jersey. The Estate appealed two orders: […]
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11.25.2024
Appellate Division Remands Case for Determination of the Application of the Entire Controversy Doctrine to Claims of Breach of Fiduciary Duties
Ventre v. Balsamo, 2024 WL 4749519, (N.J. Super. App. Div. Nov. 12, 2024) This matter came before the Appellate Division because the trial court found the plaintiff’s legal malpractice against claim against Arthur Balsamo, Esquire (“Attorney”) barred under the entire controversy doctrine and the doctrine of collateral estoppel. The Appellate Division affirmed the Law Division’s […]
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