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01.16.2023
Case Summary: Absent Credible Direction from Decedent, Appellate Division Looks to Totality of the Circumstances in Deciding Final Resting Place
Crane v. Crane, Docket No. A-3174-20 (N.J. Super. App. Div. Dec. 29, 2022) This case involved the determination of a decedent’s intentions with respect to her burial location and the disposition of her remains. The Appellate Division affirmed the earlier decision of the trial court following a trial that featured testimony from nine witnesses. Decedent […]
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01.06.2023
Handwriting Expert Doesn’t Come in Handy: Appellate Division Dismisses Forgery and Undue Influence Claims
In re Estate of Joel Perkel, No. A-0283-20, 2022 WL 17660550 (N.J. Super. Ct. App. Div. December 14, 2022) The plaintiffs, Jane Perkel (“Jane”) and Robert Perkel (“Robert”), were siblings and the children of the decedent, Joel Perkel. Jane and Robert appealed from a judgment dismissing their complaint to challenge their father’s will and seek […]
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01.03.2023
Annuitant’s Ability to Revoke or Liquidate Annuity Key to Determination of Irrevocability
C.L. v. Division of Medical Assistance and Health Services and Bergen County Board of Social Services, 473 N.J. Super. 591 (App. Div. 2022) C.L. appealed from the denial of her request for Medicaid benefits by the Division of Medical Assistance and Health Services (“DMAHS”). C.L. had previously purchased an annuity contract with the Croatian Fraternal […]
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01.02.2023
Steven Mignogna, Anthony La Ratta, Donald Craig, and Melissa Osorio Dibble to Present ‘The Steve & Tony & Friends Show’ for the Camden County Bar Association on February 28, 2023
When: February 28, 2023 | 12:00 p.m. – 1:40 p.m. EDT Where: This is a Camden County Bar Association live video webinar. Archer Faculty: Steven K. Mignogna, Anthony R. La Ratta, Donald P. Craig, and Melissa Osorio Dibble. Course Overview: Speakers will be covering the latest cases and trends on trusts and estates in general, and the following […]
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Kelly M. Barry
Kelly focuses her practice in the area of estate planning and estate administration. She represents clients in all aspects of estate, trust, and related tax matters, including planning for both simple and complex estates, and probate litigation. Kelly assists clients with drafting Last Wills and Testaments, revocable and irrevocable trusts, Durable Powers of Attorney, Living Wills and Advance Healthcare Directives. She also assists clients with gifting and transfers of family assets and closely-held businesses. In the area of estate administration, Kelly represents clients in all aspects of probate matters, including intestacy proceedings, probate of Wills, marshaling and inventorying estate assets, preparation and filing of federal and state death tax returns, preparation of formal and informal estate accountings, and the final distribution of estate assets to the beneficiaries and heirs of the estate. She also assists clients with post-mortem estate planning opportunities.