Estate Planning is a topic that lawyers cannot avoid, whether as part of their own practice, or just fielding questions from family, friends and clients, or with regard to planning their own estates. This session will explore the fundamentals of Estate Planning and look at some of the latest topics as time permits. When things […]

Andrews v. Holloway, No. 95-1047, 2022 WL 6816758 (D.N.J. Oct. 11, 2022) This case deals with subject matter jurisdiction regarding an estate matter in federal court. The court referred to the long and circuitous history of the case, with the need for court intervention on numerous occasions.  The current application sought direction as to $12,000 […]

The Annual Probate Symposium is back this year to get you on top of the trending issues and topics for all things Probate related. Hear from an expert panel of skilled practitioners about the most contemporary state and federal statutory, caselaw, legislative, and court policy information. Integrate this new information with the tried-and-true tactics and […]

In the Matter of the Estate of Wicker W. Doornbosch, Docket No. A-3225-19 (N.J. Super. Ct. App. Div. Aug. 19, 2022) This appeal arose out of probate litigation over the estate of Wicker W. Doornbosch, who died in 2016. The parties reached a settlement in open court. Counsel for appellant Farash put the terms on […]

Puglia v. Phillips, Docket No. A-5367-18 (N.J. Super. Ct. App. Div. August 15, 2022) This matter involves a mix of estate, property and procedural issues, including offers of judgment. The decedent’s children were the beneficiaries of her estate (“Estate”). A lengthy, acrimonious dispute arose regarding the Estate’s primary asset, a sixty-seven-acre farm (the Property).  In […]

In re Estate of Samuel P. Hekemian, No. P-47921, 2021 WL 6884165, (N.J. Super. Ch. February 7, 2022) Decided: February 7, 2022; Superior Court of New Jersey, Bergen County The decedent, Samuel P. Hekemian (“Decedent”), was survived by his wife and their four sons, including the plaintiff and one of the defendants.  The Decedent left […]

In re Estate of Grischuk, A-3890-18, 2021 WL 3160466 (N.J. Super. App. Div. July 27, 2021). This appeal encompassed a will contest and a dispute as to counsel fees. The decedent was survived by her sister, defendant Olga Sweeney (“Olga”), her nephew, plaintiff Michael David (“Michael”), and others. With the assistance of her long-time attorney, […]

In re Estate of Blair, No. A-1394-19, 2021 WL 1424066 (N.J. Super. App. Div. Apr. 15, 2021). This appeal addressed the courts’ ability to limit ongoing filings by a pro se petitioner involving the estate of her aunt.  Eventually the trial court precluded the party from filing additional pleadings against the estate, its beneficiaries, and […]

In re Estate of Cenaffra, No. A-5731-17T1 (N.J. Super. App. Div. Sept. 9, 2020) Defendant was the executrix under the decedent’s last will and had also been the decedent’s agent under a power of attorney.  The trial court granted plaintiff’s request to require defendant to provide an accounting for both roles.  At trial, defendant invoked […]

Estate of Van Riper v. Div. of Taxation, No. 082000, 2020 WL 558624 (N.J. Feb. 5, 2020). The Supreme Court affirmed the interpretation of New Jersey’s transfer inheritance tax statute that taxed the full value of a property transferred into an irrevocable trust, upon the death of the second spouse. Walter and Mary Van Riper […]