The Legal Intelligencer | Commentary
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | September 6, 2018
Rather than dedicate our efforts this month to informing our readers about one specific set of issues arising in the trusts and estates practice, we thought it would be helpful to instead focus on the mistakes we regularly see, which, with a little care and effort, can be avoided for the peace of mind of the client, and the financial benefit of the objects of the client's.
The Legal Intelligencer | Commentary
By Joseph N. Frabizzio | August 27, 2018
News outlets recently flooded social media with headlines about the rise of “401(k) millionaires” in the wake of an analysis by Fidelity Investments which touted the increased number of its 401(k) plans with at least a $1 million balance.
The Legal Intelligencer | Commentary
By Amy Neifeld Shkedy and Rebecca Rosenberger Smolen | November 2, 2017
As we approach the end of 2017, it's a great time to start thinking about year-end tax planning issues. Rather than wait until the end of December, getting a head start on planning can improve your chances of concluding matters by Dec. 31.
By Alexa Woronowicz | September 29, 2017
Petitioner failed to establish undue influence or lack of testamentary capacity where her mother executed a will that left her entire estate to another family member.
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | September 28, 2017
We thought it would be worthwhile to remind our readers about popular approaches for significant year-end charitable giving. In particular, this article will review various charitable planning techniques whereby valuable income tax deductions can be generated currently, but the distributions to charitable recipients, and the decision making about which charitable recipients will benefit, may be postponed to later years.
By thelegalintelligencer | The Legal Intelligencer | September 22, 2017
Orphans' court did not err in denying photocopy of will to probate, where court credited forensic examiner's testimony indicating discrepancies with the photocopy raising questions of the document's authenticity, and found beneficiary's testimony of circumstances of finding photocopy not credible. Order of the orphans' court affirmed.
By thelegalintelligencer | The Legal Intelligencer | September 19, 2017
The plaintiff estate was entitled to relief on its motion for reconsideration where it challenged certain mathematical errors in the court's calculations that were evident on the face of the court's order but not as to claims that involved more than just a mathematical error. The court granted plaintiff's motion for reconsideration in part.
By Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | September 7, 2017
As summer has been winding down, so many of our clients' children and grandchildren have headed off to college in the last few weeks and have begun (or resumed) tackling hefty tuition bills. Many families have set aside funds, in one form or another, in advance for these college costs.
By thelegalintelligencer | The Legal Intelligencer | August 25, 2017
Orphans' court properly allowed decedent's sister to present a duplicate of decedent's will for probate because the orphans' court correctly recognized that the burden of proof was on the sister to overcome the presumption of destruction of the will and properly found that sister presented clear and satisfactory evidence to defeat the presumption. Affirmed.
By thelegalintelligencer | The Legal Intelligencer | August 18, 2017
Superior Court erred in holding that §7740.1 did not exclude modifications to a trust in a case where beneficiaries asked the court to allow the trust to be modified to include a portability provision because §7766 was the exclusive provision regarding removal of trustees. Reversed.
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