In re: Eleanor Pierce (Marshall) Stevens Living Trust, 159 So. 3d 1101 (Ct. App. La. 2015) upheld an appointment of a trust protector as valid under Louisiana law. The trust was established in 1979 and amended several times. A 2007 amendment appointed a trust protector and afforded that person the power to remove the trustee. […]

Lucca v. Wells Fargo Bank, N.A., 2015 N.J. Super. LEXIS 105 (Law Div. Jan. 28, 2015)(approved for publication June 24, 2015) Over several months in 2011, plaintiff Margaret Lucca made approximately twenty-seven wire transfers, totaling about $330,000, from her account at Wells Fargo Bank.  She sent the funds at the direction of an individual who […]

In re Scuderi, 2015 N.J. Super. Unpub. LEXIS 1646 (App. Div. July 9, 2015) This case addressed issues pertaining to a guardianship dispute, including the sale of real estate and the removal of the guardian.  In particular, defendant Richard Scuderi appealed from the order authorizing the listing for sale of certain property and dismissing his […]

Title:  Developing Trends in Probate Litigation Date: September 18, 2014 Time: 1:30 PM to 3:30 PM Location: Harrah’s Resort, Atlantic City, NJ Speaker(s): Donald P. Craig and Anthony R. LaRatta of Archer & Greiner, PC Timed agenda:  1:30-1:35 PM Introductions, 1:35-3:30 PM Program, Credits Requested: 2.3 NJ (general—pending approval) Description of the program: This is the 3rd annual presentation. The two speakers present a review […]

Estate of Booth v. Dir., Div. of Taxation, No. 015173-2012, 2014 N.J. Tax LEXIS 4 (Tax Ct. Feb. 11, 2014) This case dealt with whether defendant’s, the New Jersey Division of Taxation, disallowance of the federally allowed marital deduction in computing the New Jersey estate tax is proper.  Lillian Garis Booth, decedent, died testate in […]