Connelly v. United States, 144 S.Ct. 1406 (2024) Two brothers, Michael and Thomas Connelly, owned a building supply corporation.  To keep the company in the family in the event either of the brothers died, the brothers entered into an agreement where the surviving brother would have the option to purchase the deceased brother’s shares.  If […]

Archer is pleased to announce that Kelly M. Barry was installed as Secretary of the Estate and Financial Planners Council of South Jersey (EFPCSNJ). She will serve a 1-year term. EFPCSNJ celebrated the installation of their 2024-2025 Board on June 19 at Sapori in Collingswood, NJ. A member of Archer’s Estates & Trusts Group, Kelly […]

Archer Attorney Steven K. Mignogna will present to the American College of Trust and Estate Council’s Trust Fiduciary Administration Committee on Friday, June 21 at the 2024 Summer Meeting in Toronto, Canada. His presentation will address how fiduciaries deal with lost or missing records. To learn more about the Summer Meeting, click here.

Attorneys Steven K. Mignogna and Eimi S. Figlio will be among the speakers presenting the seminar, “Trusts, Estate Planning, and Divorce: How and Why to Consider Divorce in Estate Planning” to members of the Greater New Jersey Estate Planning Council. Presenters for this online event will be discussing various cases, recent developments, and why and how to consider divorce […]

Melissa Dibble will speak at the New Jersey State Bar Association’s Annual Meeting and Convention, which will be held from May 15-17 at the Borgata Hotel, Casino & Spa in Atlantic City, NJ. The program information is as follows: Fiduciary Litigation Update When: Wednesday, May 15 from 9:30 AM – 10:45 AM Overview: This segment […]

Crane v. Crane, Docket No. 23-cv-01527 (D.N.J. Apr. 1, 2024) The plaintiff, Michael Crane (“Michael”), brought claims in federal court alleging that the defendants — Michael’s sister, Jacqueline Crane (“Jacqueline”) and Michael’s nephew, Joseph Candela (“Joseph”) — unlawfully deprived him of property.  He also claimed that Jacqueline breached her fiduciary duties and was negligent for […]

Quick v. Morgan Stanley, Docket No. A-0443-21 (N.J. Super. App. Div. Jun. 29, 2023) This matter arises from a dispute over the rightful beneficiaries of a Roth IRA held by the decedent.  Frederick Quick (“Decedent”) died leaving, in relevant part, a Roth IRA with Morgan Stanley.  The Decedent was predeceased by his spouse (“Marie”) and […]

In re Estate of Petronaci, Docket No. A-3842-21 (N.J. Super. App. Div. Jan. 10, 2024) Brian Petronaci (“Decedent”) was married to defendant Laurie Voight (“Laurie”) from 2008 to 2015.  Section 9 of the couple’s Marital Settlement Agreement (“MSA”) stipulated that each party waived any interest in the other’s retirement benefits.  Section 2.2 of the MSA […]

In re Jones, Docket No. A-2944-21 (N.J. Super. App. Div. Nov., 14, 2023) Michael Jones (“Decedent”) was married to Jeanine Jones (“Jeanine”) in 1990.  The couple divorced in January 2018.  The Decedent and Jeanine’s Divorce Settlement Agreement (“DSA”) stipulated, in relevant part, that any retirement and bank accounts would be retained by the party in […]

On December 14, 2023, Pennsylvania amended certain sections of its guardianship statutes, effective June 11, 2024. Act of Dec. 14, 2023, P.L. 446, No. 61, Cl. 20.  Among the changes is the addition of a requirement that counsel for the alleged incapacitated person be appointed by the court in all matters in which counsel has […]