Latest from Estate of Conflict

People often don’t appreciate the need to fully and properly document intra-family transfers of assets, until it is too late. When documenting a transaction, shortcuts are at the taxpayer’s peril. One taxpayer, after being slapped with a $1.1 million gift

To repel a beneficiary’s creditors, a trust must contain a spendthrift clause. This special clause generally prohibits a beneficiary from transferring his or her interest in the trust to others. Similarly, a spendthrift clause prevents a beneficiary’s creditors from attaching

I am a member of American College of Trust and Estate Counsel (ACTEC) , a national association of estate planning attorneys and law professors who are elected by peers based on reputation, skill, and contributions to the field. ACTEC publishes

IMO Estate of Annie Rost , 2021 N.J. Super. Unpub. (Docket No A-1807-19) (App. Div. 2021). On appeal from the Superior Court of New Jersey, Chancery Division, Probate Part, Mercer County. Before Judges Sabatino, Currier, and Gooden Brown. One of