In 1997, Evelyn Worley’s son Dwight assisted her in opening a $100,000 Transfer On Death (“TOD”) account where he worked. Dwight was designated as the sole beneficiary of the account. In 2005, Evelyn signed a power of attorney (“POA”) naming Dwight as her agent. In 2008, she signed a will naming Dwight as her executor.. read more →

This case arose from the conduct of siblings who held divergent views regarding placing their parents in a skilled care facility. The parties, two brothers and their sister, are the adult children of elderly parents. They grew up in New Jersey, but defendant brother moved to Long Island, NY, 36 years ago. Defendant’s younger brother,.. read more →

The decedent, Kathryn Parker Blair, had executed a will bequeathing her estate to her siblings and directing that, if any of her siblings predeceased her, that sibling’s share would pass to his or her surviving children. After the death of the decedent’s brother, the decedent executed a new will omitting the brother’s child (“petitioner”) as.. read more →

In Old Bridge Funeral Home v. Pruckowski , the Mrs. Pruckowski died leaving a Last Will and Testament. Her Will expressly omitted any provision for her three children. Other than a car, which she left to her nephew, Mrs. Pruckowski bequeathed her estate to charity. She appointed her brother as Executor of her modest estate… read more →

The Appellate Division affirmed a summary judgment ruling by a trial court in a probate lawsuit involving disputed issues of material fact relating to alleged incapacity and undue influence. In the Matter of the Estate of Tornaben, New Jersey Superior Court, App. Div., Docket No. A-5181-14T4 (Sept. 27, 2016). The Essex County Surrogate admitted the.. read more →

A California court of appeals affirmed a jury award against the owner of a construction company who fraudulently induced a special needs trust trustee who was himself disabled to transfer title of the beneficiary’s family home to him, and that the conduct warranted punitive damages ten times the amount of compensatory damage award.  Haworth v… read more →

In Simonsen v Bremby(2d Cir., No. 16-204-cv, Feb. 15, 2017), the daughter/Medicaid applicant filed suit in federal court and sought a preliminary injunction barring Medicaid from imposing a penalty period as a result of trusts established for her benefit by her mother. The two third-party trusts were considered as available resources by Medicaid, and when.. read more →

Robert Grafer, Jr. was the executor of his mother’s estate. He and his sister Laura were Mrs. Grafer’s only children, and the estate was to be divided between them in equal shares. The probate estate was valued at approximately $237,000, including a house. Non-probate assets totaling $184,000 had been held by Robert and his mother.. read more →

As 2007 began, Arthur Brown, who was then seventy-eight years old, and his wife, Mary, lived together in a jointly-owned condominium. Several months later, Arthur began living in an assisted living facility. The following year, Arthur was admitted into a nursing home after he was diagnosed with Alzheimer’s disease. Soon thereafter, Arthur applied for nursing.. read more →

A New York appeals court ruled that a Medicaid applicant successfully rebutted the presumption that transfers to her daughter made one and two years before entering a nursing home were for purposes other than to qualify for Medicaid, based on evidence that the money was used to help her grandson purchase a house. Matter of.. read more →

The defendant, William Lewis, was the administrator of his deceased mother’s estate. In connection with the administration of the estate, and related litigation with his brother regarding the estate, the defendant was represented by Eileen Siegeltuch, an attorney at Cureton Clark, P.C. The Cureton firm sent him an invoice for over $68,000 in legal fees.. read more →

Under the Individuals with Disabilities Education Act (IDEA), 20 U.S.C. § 1400 et seq., public schools must provide children with disabilities a “free appropriate public education.” When a school district cannot provide a student with an appropriate education, the IDEA mandates the school district must reimburse the family for the costs of sending their child.. read more →

A U.S. district court denied a preliminary injunction to a Medicaid applicant who sued New Jersey to prevent the state from denying benefits based on her dead husband’s assets. Flade v. Connolly (U.S. Dist. Ct, D. N.J., No. 16-4407, Sept. 23, 2016). Plaintiff, Eileen Flade, was a nursing home resident. On April 12, 2016, plaintiff applied for.. read more →

The plaintiff, Marjorie Fister, is the mother of defendant Kevin Edward Fister. In 2010, the defendant, along with his wife and four adult children, moved into plaintiff’s home with her. Mrs. Fister’s health declined and, in 2012, she moved into her daughter’s New York home. However, the defendant and his family remained in Mrs. Fister’s.. read more →

When he died in 2012, the decedent, retired physician Henry D. Rubenstein, left his insolvent estate to his second wife and her nephew. Although he and his second wife had a son, his will explicitly left no bequest to that son. The second wife claimed that the decedent’s extensive health problems had depleted the estate.. read more →

A few months prior to her death, Basabadatta Pattanayak and her husband Sandeep Srinath executed a Marital Settlement Agreement. The Agreement included a section entitled “Equitable Distribution,” in which they divided their property and relinquished spousal support, and agreed that the husband would pay health insurance until the dissolution of the marriage. When the Agreement.. read more →

In this case, the Court considered whether a Medicaid applicant received full and fair notice of the reasons for the agency’s decision to deny benefits prior to holding a hearing on the applicant’s appeal. E.W. v. Cape May County Board of Social Service, OAL Docket. No. HMA 14667-15 (OAL December 24, 2015) In 2012, E.W.,.. read more →

A New York trial court entered judgment against a woman who refused to contribute to her spouse’s nursing home expenses, finding that because she had adequate resources to do so, an implied contract was created between her and the State of New York entitling the state to repayment of Medicaid benefits it paid on the.. read more →

A New York surrogate turned down a guardianship petition filed by the parents of a 34-year-old woman with Down syndrome, holding that courts should always seek to impose the least-restrictive terms of oversight that meet the needs of the person alleged to be incapacitated. Matter of Michelle M., 2016 NY Slip Op 51114(U) (Surrogate’s Court,.. read more →

In 1992, Ann Mark created two irrevocable trusts for the benefit of her three children. In 1997, Jared Scharf became the successor trustee for the trusts, and used some of those assets to form a separate trust for each of Ms. Mark’s three children. Each of the trusts stated that they were governed by New.. read more →

Plaintiff filed an action seeking to declare his mother, D.W., an incapacitated person, and seeking to be appointed as her guardian. D.W. contested the guardianship action, claiming that she was not incapacitated and did not need a guardian. The court had appointed Matthew Van Natten, Esq. as D.W.’s counsel. Later, D.W. privately retained Alan John.. read more →

M.L. is the co-guardian and mother of C.L., a disabled 25-year old man with autism and epilepsy. C.L. lives with his parents in their home. He receives support and funding from the New Jersey Department of Human Services, Division of Developmental Disabilities (“DDD”) under their Self-Directed Services (“SDS”) program. Under the SDS program, he receives.. read more →

Jay Jason Chatarpau, Esq., a New Jersey employment discrimination attorney, represented Rameena Khan in a lawsuit claiming that her employer, Rite Aid stores, among others, discriminated against her on the basis of age, race, sex, ethnicity or national origin, in violation of the New Jersey Law Against Discrimination. Hon. Christine A. Farrington, J.S.C., presided over a.. read more →

When Helen Weste died in 2010, she was divorced with no children. In 1994, she had executed a will leaving her estate to charities and nieces and nephews. In 2001, Helen’s health began to fail. In April 2002, family members contacted her ex-husband (who was agent under her power of attorney), and he flew in.. read more →

In a recent opinion, an appellate court in Minnesota held that county officials were not liable for incorrectly telling a Medicaid applicant that his estate would not be subject to a Medicaid lien because the applicant could have hired a lawyer to learn the correct information. Benigni v. St. Louis County (Minn. Ct. App., No. A15-1154, June.. read more →