Author: Estate & Trust Group
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11.01.2023
Andrew Cevasco to Moderate the Professionalism in the Law Annual CLE and Award Dinner
Andrew J. Cevasco, Archer Trust & Estate attorney, will moderate the Committee on Professionalism in the Law’s annual seminar, “Professionalism – Doing Law Well,” on November 6, 2023. The seminar will take place at Seasons Catering in Washington Township, New Jersey. The CLE will take place from 4:00 – 6:00 PM, followed by the dinner […]
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10.30.2023
Melissa Dibble and Steven Mignogna Participate in a Mock Trial Presented by The American College of Trust and Estate Counsel
Melissa Osorio Dibble and Steven Mignogna recently attended the fall national meeting of The American College of Trust and Estate Counsel (ACTEC), held in Louisville, Kentucky. At the meeting, Steve and Melissa participated in the Mock Trial: “Father Knows Best or Parent Trapped? An Affluent Young Adult with Diminished Capacity Faces Guardianship.” Steve served as […]
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10.20.2023
Steven Mignogna Presented at the 2023 Delaware Trust Conference on October 18
Steven Mignogna presented at the Delaware Banker Association’s 2023 Delaware Trust Conference on October 18. The program, “Till Trusts Do Us Part: Trusts, Divorce, and Our Fiduciary and Ethical Roles,” addressed the intersection (collision) of trusts and failed marriages, including the evolving – and often conflicting — fiduciary and ethical duties of trustees, lawyers, and […]
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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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08.18.2023
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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08.10.2023
Will Beneficiary Bound by Settlement Agreement
Matter of Estate of Clarkin, No. A-1898-21, 2023 WL 3993261 (N.J. Super. App. Div. June 13, 2023) The decedent, Thomas Clarkin, executed his last will, married Geraldine, and post-marriage, executed a power of attorney in Geraldine’s favor. Matter of Estate of Clarkin at *1. Following Thomas’ marriage to Geraldine and a year prior to Thomas’ […]
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08.07.2023
Matthew Nicodemo to Serve as a Panelist to the Essex County Early Settlement Panel for Probate Matters
Archer attorney, Matthew Nicodemo, was recently invited and approved as a panelist to the Essex County Early Settlement Panel for Probate matters. Panelists assist the court by mediating contested probate matters, including estate, trust, and guardianship cases. The panel is comprised of experienced estate, trust, and elder law attorneys who are specially selected by the Chancery […]
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08.01.2023
11th Annual Estate Litigation Seminar
Join us for a complimentary seminar where Archer attorneys and other professionals and guests will present a review of new case law and other significant developments on trust, estate and fiduciary litigation from the region and around the country. WHEN Tuesday, September 12, 2023 from 8:30 AM to 1:00 PM EDT (Registration and breakfast starting […]
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07.27.2023
Factual Issues Require Resolution to Determine LLC Ownership
Ballingall v. Ballingall, No. A-2494-21, 2023 WL 3698577 (N.J. Super. App. Div. May 30, 2023) This dispute arose among siblings Carol Ballingall (“Carol”), JoAnn Strack (“JoAnn”), and David Ballingall (“David”) over the control of four limited liability companies (“LLCs”). Carol and JoAnn appealed an Order granting summary judgment for their brother, David. The Order declared […]
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