Category

Beneficiary Designations
Transfer of assets and Medicaid eligibility illustration.
16
Apr

Medicaid Announces Decreased Penalty Divisor for 2025

April 16, 2025
To discourage the practice of transferring assets to obtain Medicaid eligibility, Congress enacted legislation to...
Illustration of legal concept: last will and testament
07
Feb

Last Will and Testament May be Construed to Create a Testamentary Trust, Even if the Term “Trust” Does Not Appear in the Will

February 7, 2025
A husband and wife, Peter and Nghia, executed Wills on the same day, and both...
Divorced widow at ex-husband's grave site.
04
Feb

Supreme Court Ruling: Despite Divorce, Ex-wife is Entitled to Decedent’s Bonds Based on “POD” Designation

February 4, 2025
The New Jersey Supreme Court issued a ruling on January 27, 2025 that affirmed, as...
Designation of will beneficiaries illustration.
19
Oct

Think Your Will Governs Who Gets Your Estate? Check Your Beneficiary Designations!

October 19, 2024
When most people think of their “estate plan,” they think of their Wills. And it...
Parents with three adopted children illustration.
14
Oct

Can Adult Adoptees Be Beneficiaries of a Trust Created for “Adopted Children”?

October 14, 2024
The “Stranger to the Adoption” Doctrine Bars Adult Adoptee from Receiving a Class Gift Held...
Color illustration of divorce proceedings.
21
Aug

Despite Divorce, Ex-wife is Entitled to Decedent’s Bonds Based on “POD” Designation

August 21, 2024
Prior to his death, the decedent (Michael) and his wife (Jeanine) had divorced and entered...
Color illustration of husband/father's grave visited by wife and daughter.
30
Jul

Inheritance and Marriage: What is a “Surviving Spouse”?

July 30, 2024
Under New Jersey law, if a decedent dies without a valid will, his or her...
09
Mar

Marriage Does Not Create a “Presumptive Right” to a Deceased Spouse’s Life Insurance Benefits

March 9, 2015
A New Jersey appeals court rejected a surviving spouse’s public policy argument to adopt a...
17
Feb

Video of NJ Supreme Court Oral Argument to Give Public Employee the Right to Direct Pension Death Benefit to Special Needs Trust for Disabled Child

February 17, 2014
Video of Oral Argument before the New Jersey Supreme Court in Thomas Saccone v. Board...
13
Nov

Amicus Curiae Granted Permission To Appear Before The Supreme Court Regarding State’s Refusal To Permit Retired Firefighter To Name Special Needs Trust As Beneficiary Of Pension Benefit For His Disabled Child

November 13, 2013
On March 13, 2013, the highest court of our state granted my Petition for Certification,...

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