| | |
Probate, Trusts and Estates
Financial Exploitation of the Elderly, by
William P. Isele.
Prevention is certainly the most desirable
approach to dealing with the serious
problem of financial exploitation of the
elderly.However, professionals should
not hesitate to contact law enforcement
whenever financial exploitation of an
elderly person is suspected.
Non-Specific.
3 pages. Written:
2008. Added:
3-12-2008.
|
|
Probate, Trusts and Estates
Buy-sell agreement fails test: A case in point, by
Wright Griffin Davis & Co..
In Estate of Blount, the 11th Circuit Court
of Appeals affirmed the Tax Court’s ruling
that a buy-sell agreement should be disregarded in valuing a closely held business for estate tax purposes. But the appellate court reversed the Tax Court’s
finding that $3.1 million in life insurance proceeds were includible in company’s fair market value.
Non-Specific.
8 pages. Written:
2006. Added:
3-20-2007.
|
|
Probate, Trusts and Estates
An Introduction to Trusts and Estates, by
Marc S. Bekerman, Terrence M. Franklin, Thomas M. Featherston, Jr., John J. Reddy, Jr..
Analyzing and Drafting for Non-Dispositive Issues.
Quality of life issues – Use a living will.
Property management and disability issues – Use a power of attorney.
Non-Tax Issues in Estate Planning.
Non-Specific.
48 pages. Written:
2005. Added:
3-20-2007.
|
|
Probate, Trusts and Estates
The erosion of the attorney-client privilege in trust and estate litigation, by
Steven K. Mignogna, Esquire.
A host of attorney-client privilege issues arise in estate and trust lawsuits. Although
lawyers are accustomed to thinking of the attorney-client privilege as an absolute protection from inquiry into communications between the lawyer and the client, in fact significant exceptions exist.
Non-Specific.
14 pages. Written:
2005. Added:
3-20-2007.
|
|
Probate, Trusts and Estates
Updated Standards for Termination of Trusts, by
Steven K. Mignogna and Anthony R. La Ratta.
Attorneys who practice in trusts and estates are often asked whether a trust can be terminated before its term is over. A recent Appellate Division case, which deals
with when a testamentary trust may be
terminated, provides guidance.
Non-Specific.
3 pages. Written:
2006. Added:
3-20-2007.
|
|
Probate, Trusts and Estates
Old Doctrine Invigorated, by
Steven K. Mignogna.
The doctrine of probable intent has been addressed regularly by the courts over the years, has been invoked by the New Jersey Supreme Court several times and was expanded in the new probate code adopted last year.
Non-Specific.
29 pages. Written:
2006. Added:
3-20-2007.
|
|
Probate, Trusts and Estates
As estate disputes increase, the use of mediation, arbitration and alternative dispute resolution will become more frequent, by
Steven K. Mignogna.
As in most litigation, the great majority of probate litigation settles before a judicial adjudication. Especially in estate disputes, where different parties may have divergent goals, such steps streamline the process. Finally, just as the attorneys play a key role, the quality of the mediator is immeasurable.
Non-Specific.
2 pages. Written:
2007. Added:
3-20-2007.
|
|