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02.03.2020
Court Rejects Undue Influence And Lack Of Capacity Claim Citing Long-Standing Familial Schism
The Appellate Division affirmed summary judgment against a party seeking to invalidate a will based primarily on incapacity. The challenger was the decedent’s brother, Frederick Jelin. The decedent initially executed a will with the help of an attorney. The will included specific instructions regarding charitable and other specific bequests she wished to make to a […]
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02.03.2020
Pennsylvania Supreme Court Updates Orphans’ Court Rules
Effective January 1, 2020, the Pennsylvania Supreme Court issued several Orphans’ Court rule changes including the following: Rule 1.7 added a comment that withdrawal of counsel before the Register of Wills is subject to local rules or the discretion of the Register and may be different from the procedure of withdrawal of appearance in the […]
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02.03.2020
“Actual Knowledge” – The Hottest ERISA Item of The New Year!
(Click here for printable PDF) Under the Employee Retirement Income Security Act (ERISA), a retirement plan participant may file a breach of fiduciary duty claim against a plan fiduciary within 6 years from the date of the breach. If more than 6 years passes, they can no longer bring that claim. This is known as […]
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02.03.2020
Ex-Lawyer Who Murdered Wife Not Protected From Wrongful Death Suit
A lawyer who killed his wife claimed that his status as the surviving spouse protected him from being sued by the estate for wrongful death – the Georgia appeals court disagreed. The court said his “argument ignores the fact that he caused his wife’s death, and the law doesn’t authorize a surviving spouse to benefit […]
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Eimi Figlio
Eimi specializes in the area of Estate Planning and Estate Administration. Eimi’s estate planning practice includes planning for both simple and complex estates. Her services include drafting basic and tax planning Wills, Durable Powers of Attorney and Advance Medical Directives, as well as preparing trust documents necessary to preserve family wealth and minimize tax consequences. Eimi also assists clients with gifting and transfers of family assets and closely-held businesses. Eimi’s estate administration practice includes all aspects of probate matters. including intestacy proceedings, probate of Wills, marshaling estate assets and providing an inventory, preparation and filing of Federal and New Jersey and New York estate tax returns, preparation of formal and informal estate accountings, and the final distribution of estate assets to the beneficiaries and heirs of the estate. Eimi also assists clients with post mortem estate planning opportunities. Eimi also represents clients in matters regarding Trust administration and Trust termination by way of informal agreement or formal court applications, including filing of accountings, as well as modification and revocation of Trusts by way of information agreement or by court application.