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07.12.2019
Who Has Standing to Challenge Trustee’s Investments
In re Walker, 2019 PA Super 120, 2019 WL 1759792 (Pa. Super. Apr.22, 2019). This appeal deals with the standing for residual beneficiaries of a revocable trust. In July 2001, Pauline O. Walker (“decedent”) created a revocable trust, naming her daughters, Katherine W. Bantleon and Elizabeth W. Mecke (“the daughters”), as the residual beneficiaries. Smithfield […]
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07.12.2019
When a Refunding Bond is Required
In the Matter of the Estate of Dorothy Dreher, No. A-4800-17T3, 2019 WL 1512720 (N.J. Super. Ct. App. Div. April 8, 2019). Dorothy Dreher had two children, David and Rebecca. David was the executor. Rebecca filed a verified complaint to vacate the probate judgment on grounds of undue influence and lack of capacity. After four […]
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07.01.2019
Melissa Osorio Dibble Accepted into the Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel
Archer is pleased to announce that attorney Melissa Osorio Dibble has been accepted into the inaugural class of the Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel (ACTEC). Lawyers are nominated by an ACTEC Fellow and selected through a competitive application process. Ms. Dibble was one of 38 lawyers selected from […]
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06.18.2019
Annual RPTE National CLE Conference
Archer & Greiner’s Anthony La Ratta, Esq. spoke at the ABA’s 31st Annual RPTE National CLE Conference in Boston, Ma., on May 9, 2019 on the intersection of estate and family law in a program entitled “Another Boston Tea Party? Navigating Family Law Issues in Trust and Estate Litigation.” This two-day conference features some of the […]
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Featured Contributor
Tara Hagopian Zane
Tara’s estate planning services include lifetime and end-of-life planning and related document preparation such as Wills, Trusts, Powers of Attorney, and Advance Directives, as well as lifetime giving, charitable planning, and business succession matters.