-
10.03.2023
Massachusetts Appellate Division Upholds Inclusion of GRAT in Equitable Distribution Calculation
Jones v. Jones, 103 Mass. App. Ct. 223 (2023) This case is another chapter in ongoing interplay of trusts and divorce proceedings between husband and wife. The wife’s mother made a variety of financial gifts and contributions throughout the years, including, but not limited to, settling a trust for the wife’s benefit (the “JJIT”). More […]
Read More -
09.29.2023
Former Zappos CEO Died Intestate (Celebrity Estate Plans: Part 10)
At only 46 years old, Zappos founder Tony Hsieh tragically died in a house fire in November 2020. He did not execute a Will before he died, which led to an ongoing battle between his family and business colleagues. Specifically, Hseih’s father, Richard, and brother, Andrew, alleged that friends and business associates took advantage of […]
Read More -
09.25.2023
Presley Estate Served With $3.8 Million by Creditor (Celebrity Estate Plans: Part 9)
On September 18, 2023, one month after settling a trust dispute, the Estate of Lisa Marie Presley was notified of an alleged outstanding $3.8 million loan against it. Naussany Investments & Private Lending, LLC filed a lawsuit alleging Ms. Presley, the sole child of rock n’ roll legend Elvis Presley, used her interest in Elvis […]
Read More -
09.13.2023
Statute of Limitations Not Stayed When Decedent Had Constructive Notice of Transfers
McFadden v. Pentagon Federal Credit Union, No. A-3538-20, 2023 WL 4777219 (N.J. Super. Ct. App. Div. July 27, 2023) This case illustrates how parties must stay wary of the applicable statute of limitations. McFadden at *1. The appellant, Joseph – nephew of the decedent, Joan McFadden (the “decedent”) – appealed an order granting Morgan Stanley […]
Read More
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.