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In a recent case involving a holographic will, the California Supreme Court overturned an historical rule in the probate laws of California and most other States (including New Jersey) barring the admission of extrinsic evidence to reform an unambiguous will, thereby permitting reformation of an...

A federal district court concluded that a decision of the Social Security Administration (SSA) to permanently discontinue a recipient’s Supplemental Security Income (SSI) benefits because of temporary mismanagement of a special needs trust required remand to the agency for reconsideration of whether the trust is...

Federal court rules that federal law does not require a State to disregard a transfer of a life estates by a Medicaid applicant to a disabled veteran.   Pike ex rel. Estate of Pike v. Sebelius (D. R.I., No. CA 13-392 S, July 16, 2015). The late...

E.A. began residing in a home owned by her adult daughter, B.C., in September 2004. From September 2004 to June 2005, B.C. received no compensation for any caregiver services or lodging provided to her mother. From June 2005 to September 2006, B.C. received E.A.’s Social...

(The following excerpt is a portion of a brief prepared by my Law Firm in support of a successful application we filed in Court seeking an Order admitting a letter to probate as the decedent’s Last Will and Testament. The letter was handwritten by the decedent...