-
04.19.2021
Melissa Dibble To Speak At 33rd Annual RPTE Virtual National CLE Conference
Archer attorney Melissa Dibble will speak at the American Bar Association’s 33rd Annual Real Property, Trust & Estate Law Virtual National CLE Conference “Building Bridges Together in the Practice of Law” held from April 21-23, 2021 Melissa will be on a panel presenting on the “Do’s and Don’ts of Donor Intent: Managing Disputes over Restricted Charitable Gifts, […]
Read More -
03.15.2021
Beneficiaries of an Estate Are Personally Liable For Federal Estate Tax
U.S. v. Estate of Kelley, No. 3:17-cv-965-BRM-DEA, 2020 WL 6194040 (D.N.J. Oct. 22, 2020). Lorraine Kelley died on December 30, 2003, and her brother, Richard Saloom (“Saloom”), and Richard Lecky were co-executors of her estate. The co-executors filed a Form 706 on behalf of the Estate of Lorraine Kelley (“Kelley Estate”), reporting an estate tax […]
Read More -
03.15.2021
A Guardian of the Person has Standing to Sue for Return of Property
Faulk v. Martucci, No. A-2234-19T1, 2021 WL 243833 (N.J. Super. Ct. App. Div. Jan. 26, 2021). Defendant Anne Martucci (“Anne”) appealed from an order awarding a constructive trust in favor of plaintiff Janette Faulk (“Janette”) as guardian of Harry Faulk (“Harry”), an incapacitated person. Janette is Harry’s daughter. Prior to being found an incapacitated person, […]
Read More -
03.15.2021
Without Unjust Enrichment, There Is No Constructive Trust
Schultz v. Glasser, No. A-5239-18T3, 2021 WL 269674 (N.J. Super. Ct. App. Div. Jan. 27, 2021). Husband and wife, Robert Schultz, Sr. (“Robert”) and Mary Ann Schultz (“Mary Ann”), created an inter vivos trust (“Trust”), of which they were the primary beneficiaries. Upon the death of the survivor of them, their children, Robert Schultz, Jr., […]
Read More