Lack of communication is a problem in many estate administrations especially when it could take 4 to 6 months after the filing of the death tax return to receive a closing letter from the inheritance tax office. In other words it... Continue Reading
In the estate administration and estate litigation case of I/M/O Estate of Klausnar, 38-2-4353, App. Div., the Plaintiff, the nephew of the deceased and a beneficiary under his will, appeals the dismissal of his action seeking an... Continue Reading
In the estate tax litigation case of DeRosa v. Director, Div of Taxation, 35-5-4752, Tax Ct, New Jersey, the Defendant, Director of the Division of Taxation, (“Director”) moved for summary judgment on Plaintiff’s, Peter... Continue Reading
In the trust litigation case of Alper v. Simon, 38-2-4380, N.J. App. Div. plaintiff Valerie Alper established the Valerie Alper Trust (VAT) in June 1997 with certain assets in various family businesses and for her benefit. Four... Continue Reading
In the estate law and trust and estate litigation case of Estate of Thomas, PICS Case No. 14-1041(C.P. Philadelphia, May 12, 2014), the Honorable John W. Herron ruled that the insurance company erred in concluding that... Continue Reading