Fraud Must Be Pleaded With Specificity

5th Annual Estate Litigation Seminar

Join us for a complimentary breakfast and panels that include top estate practitioners from Archer & Greiner, as well as other experts from outside the firm.

Charitable Bequests: How To Make Them Last

No one likes talking about death.   No one likes thinking about death. However, planning for your death -- an inevitable event for all of us -- can be one of the simplest ways to control the disposition of your assets after you pass.  A good estate plan can also work to reduce taxes due at the time of death, while also allowing you to make meaningful charitable contributions.

Appeallate Division Affirms Finding Of Trustee’s Breach Fiduciary Duty

Estate of Lerner v. Lerner, No. A-0399-15T4, 2017 N.J. Super. Unpub. LEXIS 804 (N.J. Super. Ct. App. Div. Mar. 30, 2017). Defendant Tisa Lynn Lerner appeals from an August 11, 2015, judgment finding she breached her fiduciary duties as trustee for plaintiff, the Estate of Harry Lerner.  Tisa is one of three daughters of the late Harry Lerner (“decedent”), who died in 2012.  Phyllis Kornblatt, defendant’s sister, initiated the underlying complaint on behalf of the estate beneficiaries.  Namely, Phyllis alleged that Tisa breached her fiduciary duty as trustee of the Harry Lerner Revocable Trust (“Trust”).  Phyllis sought Tisa’s removal as trustee, requested a complete accounting, and sought repayment of any improper distributions Tisa made to herself.

Melissa Osorio Dibble and Brittney Cafero presented an Update on the new Guardianship Rules in New Jersey

The presentation took place on March 30, 2017, at Tavistock Country Club in Haddonfield, NJ.  The attendees received an important update from Adam Rosen of the Camden County Surrogate’s Court on changing procedures.

Appeals Court Found Arbitrator Did Not Exceed His Authority

In Re Estate of Lederer, No. A-0175-14T1, 2017 N.J. Super. Unpub. LEXIS 665 (N.J. Super. Ct. App. Div. Mar. 16, 2017). This case pertains to an arbitrator’s authority to decide the validity of a Will.  The Appellate Division addressed two appeals that were consolidated.