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By C. Raymond Radigan and Jessica M. Baquet | May 3, 2024
Every Surrogate's Court case is a special proceeding for which there is a presumption that no right to a jury trial exists. There is, however, a limited subset of a cases in which a Surrogate's Court proceeding may be tried to a jury.
9 minute read
By Justin H. Brown and George M. Riter Jr. | May 2, 2024
QPRTs are most appealing for individuals who have, or will have, a taxable estate for estate tax purposes at the time of their death.
8 minute read
By Alexander Lugo | May 2, 2024
The combination with Ellis Law gives the firm, historically concentrated in the Northeast, a second office in Florida.
3 minute read
By Brian Lee | May 1, 2024
After both men went to prison on grand larceny convictions, assistants from New York Attorney General's Charities Bureau petitioned a court to reinstate the Bruggeman's original trusts—and effort that one of the attorneys fought from prison, albeit unsuccessfully.
3 minute read
By Melissa Acosta-Amarante | April 12, 2024
"Experiences like the 4.8 magnitude earthquake can serve as a reminder or wake-up call about the importance of getting your estate plan in order," writes trusts and estates paralegal Melissa Acosta-Amarante.
5 minute read
By Michael A. Mora | April 4, 2024
"This situation is precisely why claims not raised before the court rules are forfeited; otherwise, the court's rulings would never be final," the U.S. District Court for the Southern District of Florida held.
4 minute read
By Mark A. Romance and Melissa Rodriguez | April 3, 2024
Trust and estate litigation is expanding in tandem with Florida's older adult population and greater life expectancy. According to the latest Census…
7 minute read
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
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