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10.09.2024
15th Annual Probate Symposium
On October 17, Anthony La Ratta will present a fiduciary litigation update as part of NJICLE’s 15th Annual Probate Symposium. The annual Probate Symposium is back with the trending issues and topics for all things in probate law. Hear from an expert panel of skilled practitioners about the most contemporary state and federal caselaw, legislative […]
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10.07.2024
Annual Meeting of the ACTEC Fellows of the Mid-Atlantic Region
During October 18-20, 2024, Steven Mignogna will present three programs in connection with the regional meeting of the American College of Trust and Estate Counsel (ACTEC). These meetings will be held in Wilmington, Delaware. 10/18: “What’s New?” The State Chairs presented a program on unique aspects of estate and trust law in their given jurisdictions […]
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10.07.2024
Pennsylvania Supreme Court Weighs Benefits and Burdens of Maintaining Charitable Trust, Affirming Trial Court’s Decision Denying Termination of Same
In re Tr. B Under Agreement of Richard H. Wells Dated September 28, 1956, 311 A.3d 1057 (Pa. 2024) In September 1956, Richard H. Wells (“Wells”), President of First Seneca Bank and Trust Company (“First Seneca”), established the Richard H. Wells Revocable Trust Agreement (the “Trust”), naming First Seneca as corporate trustee. Prior to his […]
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10.05.2024
New York Court Dismisses Complaint But Leaves Door Open to Challenge In Terrorem Clause
Application of Follman, 81 Misc.3d 275(N.Y. App. Div. 2023) Ahron Follman (“Petitioner”) is the son of Esther Follman and Lazar Follman (“Decedent”). Decedent died in 2018 and his wife, Esther, died in 2021. In 1996 and 2011, Decedent and his wife created trusts in which their children and issue were treated almost equally. Those trusts […]
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