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01.10.2018
NJ Trial Court Mistakenly Applied Its Discretion By Not Allowing Filing Extension
In the Matter of the Estate of Florence Fisher, No. A-0515-16T, 2017 WL 5895758 (N.J. Super. Ct. App. Div. Nov. 28, 2017). These two pieces of litigation involved the efforts of plaintiff Meredith A. Fisher to void estate planning by her mother, the late Florence Fisher.
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12.21.2017
California Court of Appeals Weighs In On Attorney-Client Privilege of Trustees
Fiduciary Tr. Internat. of Cal. v. Klein, 9 Cal. App. 5th 1184, 216 Cal. Rptr. 3d 61 (Cal. Ct. App. Mar. 21, 2017). This case out of California deals with the cutting edge issue regarding the attorney-client privilege as it applies to trustees. The facts of this case center around the Mark Hughes Family Trust […]
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12.21.2017
NJ Appellate Court Affirms Decedent’s Capability of Executing An Enforceable Will, Despite Having Mild Dementia
In the Matter of the Estate of Alfred Finocchiaro, Sr., WL 5898592, No. A-4532-14T1 (N.J. Super. Ct. App. Div. Nov. 30, 2017). This matter was on appeal from the Superior Court of New Jersey, Chancery Division, Probate Part, Morris County. Judge Fuentes, Presiding Judge of the Appellate Division, wrote the opinion.
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12.21.2017
Pennsylvania’s New Judicial Public Access and Redaction Policy Impacts Filings in Orphans’ Court
On January 6, 2018, new policies will affect Orphans’ Court practitioners who are filing or seeking access to court documents in Pennsylvania. By prior order of the Pennsylvania Supreme Court, the new policy titled, “Public Access Policy of the Unified Judicial System of Pennsylvania: Case Records of the Appellate and Trial Courts”(the “Policy”), limits the […]
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Tara Hagopian Zane
Tara is Co-Chair of Archer’s Private Wealth, Estates & Trusts Group, and a member of the firm’s Estate and Trust Litigation Group. She works with families and individuals in all areas of estate planning, estate and trust administration, and estate and trust litigation. 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, business succession, and charitable planning matters. She also provides comprehensive and tailored administration services. She represents families with complex estate and trust administration issues, including those with complicated tax matters or related litigation. Tara also represents individuals and corporate fiduciaries who serve as Executor, Trustee, and Guardian.