In the Matter of the Davi H. Kato Special Needs Trust, Dated December 11, 2018, No. A-0414-22, 2024 WL 762247 (N.J. Super. Ct. App. Div. February 26, 2024)
Fabio and Maria Kato (the “Katos”) were natives of Brazil. While visiting
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Latest from Archer - Page 11
Oral Agreement Argument Unsuccessful; Terms of Will Upheld
In re Estate of Spitz-Oose, Docket No. A-0451-22 (N.J. Super. App. Div. Apr. 10, 2024)
Plaintiff Brian Spitz (“Brian”) brought claims against the estate of his mother. The center of the dispute was real estate owned by the mother and…
Doctrine of Laches Prevents Enforcement of Litigants’ Rights Claim
In re Estate of Semple, Docket No. A-3415-21 (N.J. App. Div. Jul. 31, 2024)
This case dealt with the doctrine of laches.
In 2000, Marie Semple executed the Marie Semple Qualified Personal Residence Trust (“QPRT”), an irrevocable trust that then…
Melissa Osorio Dibble Reappointed to American Bar Association Committee
Archer partner, Melissa Osorio Dibble, was recently reappointed to the Leadership and Mentoring Committee of the American Bar Association Section of Real Property, Trust and Estate Law for the 2024-2025 bar year. A long-term active member of the Section,…
Melissa Osorio Dibble Appointed Co-Chair of American Bar Association Committee
Archer partner, Melissa Osorio Dibble, was recently appointed Co-Chair of the Professional Responsibility Committee in the Litigation and Professional Responsibility Group of the American Bar Association Section of Real Property, Trust and Estate Law for the 2024-2025 bar year.…
Pennsylvania Amendments to Uniform Trust Act
New PA Directed Trust Act
The Directed Trust Act (“DTA”), which goes into effect on October 13, 2024, is found in the new Subchapter H.1 of the PA Uniform Trust Act. See, 20 Pa.C.S.A. §§ 7780.11-7780.27. Directed trusts are defined,…
Anthony La Ratta Reappointed as Vice-Chair of Jefferson Health Foundation New Jersey Board
Archer partner, Anthony R. La Ratta, was reappointed as Vice-Chair of the Jefferson Health Foundation – New Jersey Board. His one-year term will run to June 30, 2025. The mission of the Jefferson Health Foundation – New Jersey is…
The “Ban-Wagon” Has Arrived in Pennsylvania Banning Many Non-Competes for Health Care Practitioners
Governor Josh Shapiro has signed the “Fair Contracting for Health Care Practitioner’s Act” (“the Act”), Pennsylvania’s first statute imposing limitations on the use of non-competes in the Commonwealth. Pennsylvania joins the growing list of a dozen states which have enacted…
Undue Influence Not Found Where No Evidence of Financial Exploitation
In re Estate of Iannacco, Docket No. A-1674-22 (N.J. Super. App. Div. June 24, 2024)
Maria Iannacco (“Decedent”) was married to Aldo Iannacco Sr. (Aldo Sr.). They had two sons, plaintiff Francesco Iannacco (“Francesco”) and defendant Aldo Iannacco Jr. (“Aldo…
United States Supreme Court Unanimously Decides that Life Insurance Proceeds on Life of Business Owner Increases Value of Shares
Connelly v. United States, 144 S.Ct. 1406 (2024)
Two brothers, Michael and Thomas Connelly, owned a building supply corporation. To keep the company in the family in the event either of the brothers died, the brothers entered into an agreement…