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08.13.2024
Wills, Tax & Estate Planning
Join estate and trust litigation attorney, Melissa Dibble, who is one of the speakers at Samaritan’s complementary workshop on Wills, Tax & Estate Planning. Attendees will learn the importance of having a will, explore other tax saving and estate planning options, as well as have your questions answered. The workshop is being hosted by Samaritan’s […]
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08.09.2024
Abuse of Discretion Not Found in Calculation of Trustee’s Commissions for Part of a Year
In the Matter of the Davi H. Kato Special Needs Trust, Dated December 11, 2018, No. A-0414-22, 2024 WL 762247 (N.J. Super. Ct. App. Div. February 26, 2024) Fabio and Maria Kato (the “Katos”) were natives of Brazil. While visiting New Jersey in 2015, they had a son, Davi, who was born with cerebral palsy. […]
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08.08.2024
Oral Agreement Argument Unsuccessful; Terms of Will Upheld
In re Estate of Spitz-Oose, Docket No. A-0451-22 (N.J. Super. App. Div. Apr. 10, 2024) Plaintiff Brian Spitz (“Brian”) brought claims against the estate of his mother. The center of the dispute was real estate owned by the mother and Brian’s allegation that his mother promised orally to leave him the property if he provided […]
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08.02.2024
Doctrine of Laches Prevents Enforcement of Litigants’ Rights Claim
In re Estate of Semple, Docket No. A-3415-21 (N.J. App. Div. Jul. 31, 2024) This case dealt with the doctrine of laches. In 2000, Marie Semple executed the Marie Semple Qualified Personal Residence Trust (“QPRT”), an irrevocable trust that then owned residential property. The QPRT directed the trustee, on Marie’s death, to distribute the principal […]
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Featured Contributor
Matthew Nicodemo
Matthew represents clients in the area of estate litigation, with an emphasis in litigation involving will contests, disputes between fiduciaries and beneficiaries, guardianship matters, accountings, trust interpretation and reformation, and businesses.