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By Ilene Sherwyn Cooper | March 29, 2024
As 2023 came to an end, and 2024 began to unfold, the Surrogate and Appellate Courts throughout the state have been busy issuing decisions of interest—not only to the trusts and estate practitioner but to the bar at large.
10 minute read
By New Jersey Law Journal | March 19, 2024
This year's Trusts & Estates and Wealth Management Special Section runs the gamut. It includes articles about prenups and divorce, elder fraud, the SECURE Act, the Corporate Transparency Act, and much more.
3 minute read
By Jonathan Kukin and Marley A. Guerrera | March 19, 2024
"Are you prepared to capitalize on the unprecedented opportunity for tax planning prior to the 'sunset'?" write Jonathan Kukin and Marley A. Guerrera of Winne Banta Basralian & Kahn.
8 minute read
By Daniela P. Catrocho | March 19, 2024
"The good news is that the CCA was limited to a discreet issue involving a specific trust," writes Daniela P. Catrocho of Day Pitney. The bad news is that "the CCA could theoretically apply to other scenarios."
8 minute read
By Elizabeth Manzo | March 19, 2024
A new New Jersey bill "potentially changes the financial institution's right to release financial records from a permissive right to a mandatory obligation," writes Elizabeth Manzo of Lindabury, McCormick, Estabrook & Cooper.
8 minute read
By Mary Joan S. Kennedy | March 19, 2024
"It is crucial that people understand that their estate planning documents, just like their health, vehicles, homes and investments, warrant review and revisions throughout various stages of life," writes Mary Joan S. Kennedy of Saiber.
9 minute read
By Frank C. Mindicino | March 19, 2024
"In addition to the financial service industry and the investor, the legal community will need to consider the utilization of new methodologies," writes Frank C. Mindicino of Practice Growth Partners.
6 minute read
By Bari Weinberger | March 19, 2024
"Attorneys who practice either family law or estates law will eventually have clients who need to know how their estate plans are affected by divorce, and vice versa," according to Bari Weinberger of Weinberger Divorce & Family Law Group.
9 minute read
By Julie L. Cross | March 19, 2024
"With the rising rate of families with a member who has special needs, the need for special needs financial planning is becoming increasingly important," writes Julie L. Cross of Schenck, Price, Smith & King.
7 minute read
By Rita M. Danylchuk | March 19, 2024
"Oftentimes, these documents can be overlooked when thinking about sending your 18-year-old off to college or for your recent college graduate," writes Rita M. Danylchuk of Gibbons.
7 minute read
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