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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 […]
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09.04.2023
Plenary Hearing Denied When No Issue of Material Fact
In re Grompone, No. A-0563-22, 2023 WL 4926145 (N.J. Super. Ct. App. Div. August 2, 2023) Helen Paglinawan – the sister of Marie Grompone, an incapacitated person – appealed the trial court’s approval of a consent order and the denial of her motion to intervene in the litigation. Grompone at *1, 4. Helen instituted a […]
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08.25.2023
PNC Not Bound By Fiduciary Duties to Trust Beneficiaries
Harry Kuskin 2008 Irrevocable Tr. By Dworkin v. PNC Fin. Grp., Inc., No. A-1937-21, 2023 WL 4693141 (N.J. Super. Ct. App. Div. July 24, 2023) This case focuses mainly on a bank’s immunity under the Uniform Fiduciaries Law (“UFL”). N.J.S.A. § 3B:14-52 to -61. Plaintiffs were the Harry Kuskin 2018 Irrevocable Trust (“HKIT”) and the […]
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08.18.2023
All in the Family: Brother’s Suit Claiming Breach of Fiduciary Duties and Unjust Enrichment Fails
Jemison v. Jemison, No. 21-1805, 2022 WL 2383611 (3d Cir. July 1, 2022) William Jemison and Michael Jemison were officers and members of the Board of Directors for Heyco, Inc. (“Heyco”), and co-trustees and beneficiaries to the Jemison Family Trust (“Trust”). Their brother, Steven Jemison (“Steven”), a former shareholder of Heyco and a co-trustee and […]
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Daphne Goldman
Daphne focuses her practice in the areas of estate and trust administration and estate and tax planning. She represents and advises financial institutions, high-net-worth individuals, individual and corporate fiduciaries, and nonprofit and charitable entities. Daphne has a wealth of experience in counseling and representing financial institutions, both with regard to fiduciary risk management and with regard to the administration of individual fiduciary accounts within the context of corporate oversight.