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11.05.2024
Testator’s Children and Company Challenge Validity of Will Provision Directing Children to Keep the Testator’s Wife on the Company’s Payroll for the Remainder of Her Life
In re Estate of Kenneth C. Haugh, 2024 WL 4664488 (Pa. Super. Nov. 4, 2024) This matter came before the Superior Court on appeal from the Orphans’ Court granting declaratory judgment in favor of Deborah Haugh, wife of testator Kenneth Haugh, after she died in October 2022. The primary issues decided on appeal were whether […]
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10.29.2024
Sisters Deemed Out of Time in Bringing Breach of Fiduciary Duty Claims Against Sister-in-Law
Geswaldo v. Geswaldo, 2024 WL 4615590, No. A-3540-21 (N.J. Super. App. Div. Oct. 30, 2024) Christine and Rachel Geswaldo (the “sisters”) appealed a decision in favor of their sister-in-law, Joan Geswaldo, regarding a dispute over a family trust and real estate partnership. In 1991, Joseph, the siblings’ father, set up a trust to hold two […]
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10.21.2024
Documents Containing Sensitive Information Permitted to be Submitted Under Seal in Legal Malpractice Case Despite Waiver of Attorney-Client Privilege
Krivulka v. Lerner, No. 2:20-CV-09724, 2024 WL 4318735 (D.N.J. Sept. 27, 2024) This is one in a series of decisions stemming from a legal malpractice action for estate planning. The defendants/lawyers had acted as counsel for the decedent, Joseph Krivulka, and his wife, plaintiff Angela Krivulka, for estate planning and other purposes. The plaintiff alleged […]
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10.14.2024
The Do’s and Don’ts of Estate Planning
Steve Mignogna, Chair of Archer’s Estate & Trust Litigation Group, will serve as a panelist for the Rutgers Law School program, “The Do’s and Don’ts of Estate Planning. This session will explore the fundamentals of estate planning and look at some of the cutting-edge topics as time permits. When things go wrong litigation might ensue, […]
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Frank Demmerly
Frank R. Demmerly, Jr. is a Stockholder in the law firm of Archer & Greiner, P.C. He provides estate planning, estate administration and estate and gift tax advice. Taking into account client’s personal and tax objective, he provides Wills, Trusts, Irrevocable Life Insurance Trusts (“ILIT”S”), Power-of-Attorney, Healthcare Proxies, Living Wills, planning and implementation of simple and complex gifting programs (which may use GRAT’S, QPRT’S and other complex techniques), Charitable Remainder trusts, Charitable Foundations, and other estate planning services. He assists clients with the complexities of administration of estates including probate, the preparation and filing of estate tax returns and estate and trust funding and distributions .