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04.10.2019
On April 4, 2019 Archer Held The 7th Annual Estate Litigation Seminar
On April 4, 2019, Archer held its 7th Annual Estate Litigation Seminar at Tavistock Country Club in Haddonfield, NJ. Archer’s top estate practitioners discussed a broad range of topics that covered significant cases from the past year in trust and estate litigation, the emergence of electronic wills and impact of technology on estate planning, and […]
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04.10.2019
The Doctrine of Standing and the Right to an Accounting in Pennsylvania
In the Matter of Nadzam, Deceased, 2019 PA. Super. 14 (Jan. 14, 2019). JoAnn Domitrovich and Mandy Burket were two of the six children of the decedent, Allen Nadzam (“the decedent”). The decedent died on July 1, 2017. Thereafter, JoAnn initiated an action with the Court of Common Pleas of Beaver County Orphans’ Court in […]
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04.10.2019
Supreme Court of Pennsylvania to Address Attorney-Client Privilege Between a Trustee and Counsel
In re Estate of McAleer, 2018 PA Super. 227, 194 A.3d 587 (2018), petition for allowance of appeal granted, 2019 WL 423074 (Pa., Feb. 4, 2019). The settlor’s son and trustee, William H. McAleer, was involved in extensive litigation with two stepsons of the settlor, who were beneficiaries of the trust. Upon an accounting by […]
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04.10.2019
NJ Appellate Division Determined Executor Was Permitted to Represent Estate at Oral Argument
In the Matter of the Estate of Paruta, No. A-3456-17T2, 2019 WL 92244 (N.J. Super. Ct. App. Div. Jan. 3, 2019). The testator died with no immediate family and a will that left bequests to charities and individuals, including the defendant bank employee. The bank’s Code of Conduct and Ethics prohibited employees from accepting bequests […]
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Frank Demmerly
Frank R. Demmerly, Jr. is a Stockholder in the law firm of Archer & Greiner, P.C. He provides estate planning, estate administration and estate and gift tax advice. Taking into account client’s personal and tax objective, he provides Wills, Trusts, Irrevocable Life Insurance Trusts (“ILIT”S”), Power-of-Attorney, Healthcare Proxies, Living Wills, planning and implementation of simple and complex gifting programs (which may use GRAT’S, QPRT’S and other complex techniques), Charitable Remainder trusts, Charitable Foundations, and other estate planning services. He assists clients with the complexities of administration of estates including probate, the preparation and filing of estate tax returns and estate and trust funding and distributions .