Category: Headline Highlights: Estate & Trust Law In the News
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07.31.2024
Pennsylvania Amendments to Uniform Trust Act
New PA Directed Trust Act The Directed Trust Act (“DTA”), which goes into effect on October 13, 2024, is found in the new Subchapter H.1 of the PA Uniform Trust Act. See, 20 Pa.C.S.A. §§ 7780.11-7780.27. Directed trusts are defined, for purposes of the DTA, as “trust[s] for which the terms of the trust grant […]
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04.03.2024
Pennsylvania Amends Guardianship Statute
On December 14, 2023, Pennsylvania amended certain sections of its guardianship statutes, effective June 11, 2024. Act of Dec. 14, 2023, P.L. 446, No. 61, Cl. 20. Among the changes is the addition of a requirement that counsel for the alleged incapacitated person be appointed by the court in all matters in which counsel has […]
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02.19.2024
Undue Influence Claims Fail Because Supported by “Mere Speculations”
In re Estate of Seto, 2024 WL 537811 (N.J. Super. Ct. App. Div. February 12, 2024) This case involved an assortment of claims between siblings as to undue influence and other impropriety in both a lifetime transfer of real estate and a last will of their mother. Ngan Lau Kwan Seto (“decedent”) had four children: Peter; […]
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11.13.2023
Anthony LaRatta and Steve Mignogna to Present “Hot Trends in Estate Litigation” on November 28
Steven Mignogna and Anthony LaRatta will present “Hot Trends in Estate Litigation” at the Mercer County Bar Association’s 2023 Xtreme CLE on November 28 at 10 AM. The Xtreme CLE is a two-day virtual program designed to meet the continuing educational requirements of attorneys and features outstanding local and regional speakers. To learn more and […]
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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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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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07.17.2023
Kelly Barry Installed on National Association of Women Business Owners, South Jersey Board of Directors, Co-Director of Membership
Archer attorney, Kelly M. Barry, was installed as Co-Director of Membership on the Board of Directors of the National Association of Women Business Owners-South Jersey Chapter (NAWBO-SJ). She will serve a 2-year term. NAWBO-SJ celebrated the installation of their 2023-2024 Board of Directors on July 11 at The Legacy Club at Woodcrest in Cherry Hill, NJ. […]
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07.05.2023
Melissa Osorio Dibble to Present at American Bar Association Real Property, Trust and Estate Law Program: Who is the Fiduciary? Traditional and Non-Traditional Roles in the Administration of Directed Trusts
Melissa Osorio Dibble, Partner in Archer’s Estate & Trust Litigation Group, will speak on an American Bar Association seminar focused on the roles of directed trustees and trust directors in the administration of directed trusts, the extent of their respective responsibilities, and the extent of the liability they may each face on July 26, 2023. Title: “Who […]
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