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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
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
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