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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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03.01.2019
7th Annual Estate Litigation Seminar
Join us for complimentary breakfast and panel discussions from Archer’s top estate practitioners and chief officers of esteemed corporate fiduciaries from outside the firm. Earn CLE and CPE credits as you learn about these important topics. When: Thursday, April 4, 2019 from 8:00 AM to 1:00 PM EDT Where: Tavistock Country Club, 100 Tavistock Lane, […]
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01.25.2019
Save the Date – Archer’s 7th Annual Estate Litigation Seminar
Save the Date – Thursday, April 4, 2019 Archer’s 7th Annual Estate Litigation Seminar Panelists will include Archer & Greiner attorneys and other experts from outside the firm. Breakfast will be provided at this complimentary CLE seminar. More information about topics and registration details coming soon! When: Thursday, April 4, 2019 8:30 AM to 1:00 […]
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Featured Contributor
Tara Hagopian Zane
Tara’s estate planning services include lifetime and end-of-life planning and related document preparation such as Wills, Trusts, Powers of Attorney, and Advance Directives, as well as lifetime giving, charitable planning, and business succession matters.