A lawyer who was found to have exerted undue influence over his mother must reimburse her estate for legal fees and costs, along with paying prejudgment interest from the date the estate monies were wrongfully taken, an appeals court ruled. Matter of the Estate of Sogliuzzo, Docket No. A-0882-14T2 (App. Div., December 17, 2015) Jane P… read more →
In 2003, Michael Yahatz opened a bank account. The following year, the bank was acquired by Bank of America (“BOA”) and the account was converted to a money market account. In 2005, Mr. Yahatz signed a BOA signature card, which included an acknowledgement that the account would be governed by BOA’s deposit agreement. The deposit.. read more →
In a case of first impression, a trial judge in Ocean County ruled that victims of domestic elder abuse can use New Jersey’s Prevention of Domestic Violence Act to obtain restraining orders against their abusers. J.C. v. B.S., Docket No. FV-15-352-16 (Chan. Div., Family Part, Ocean County, September 14, 2015) In an unpublished opinion, Superior.. read more →
Nancy Gimenez-Watson was a resident of Brighton Gardens of Edison, an assisted living facility (ALF) operated by Sunrise Senior Living and its parent company. Mrs. Watson was in the “Reminiscence Plus” program for residents diagnosed with Alzheimer’s disease or dementia. In April 2008, Mrs. Watson choked on her food. After a Brighton Gardens nurse administered.. read more →
Contrary to popular opinion, under the law of Pennsylvania, New Jersey and other states, an unlimited gifting authority in a power of attorney does not protect the agent from criminal liability for self-dealing. A recent appeals court decision in Pennsylvania demonstrates this legal principal. Commonwealth of Pennsylvania v. Patton David L. Patton was arrested in.. read more →
Reversing state agency and appeals court rulings, the highest court of the State of Washington ruled that a guardian cannot be charged with neglect based on the guardian’s good-faith decision to provide care for the ward in her home rather than place her in a nursing home against the ward’s wishes. Raven v. Department of Social and.. read more →
After an individual’s death, litigation regarding the decedent’s estate can arise in a variety of contexts. A common claim asserted in a lawsuit challenging the validity of a decedent’s Last Will and Testament is that the will was the result of “Undue Influence.” “Undue Influence” is defined by our courts as “’mental, moral or physical’.. read more →
After an individual’s death, litigation regarding the decedent’s estate can arise in a variety of contexts. A common claim asserted in an estate litigation is that the decedent lacked “testamentary capacity” (the capacity to make a will). An individual’s mental capacity is judged based upon the transaction or act that the person is undertaking. One.. read more →
When a party believes that the decedent’s estate was depleted prior to his or her death as a result of gifts allegedly made by the decedent, an improvident gift claim may be asserted. In contrast to testamentary dispositions, in which both a confidential relationship and suspicious circumstances are required to raise a presumption of undue.. read more →
Several weeks ago, on Sunday, November 20th, I was a guest on The Caring Generation, a radio show airing on 630 KHOW-AM, a Talk Radio Station broadcasting from Denver, Colorado, and on the internet. The show is hosted by Pamela D. Wilson, who identified herself as the “Care Navigator.” The Caring Generation is about.. read more →
I am presently involved in a lawsuit in which my clients, three adult children of their now deceased father, are suing their deceased father’s former agent under a Power of Attorney. As alleged in the Verified Complaint filed by plaintiffs, the adult children claimed that the decedent either was incompetent when he signed the Power.. read more →
Matter of Mildred B. Trocolor involved a dispute between two of the decedent’s adult children who were co-executors of the decedent’s estate. The decedent’s daughter, Daryl, brought the lawsuit, alleging that, while the decedent, Mildred B. Trocolor, was alive, the defendants, her brother Robert and his wife, Genevieve, stole substantial sums of money from the.. read more →
Below are figures for 2010 that are frequently used in an estate planning / elder law practice or of interest to clients. Medicaid Spousal Impoverishment Figures for 2010 Unchanged From 2009: The minimum community spouse resource allowance (CSRA) remains $21,912, as does the maximum CSRA, $109,560. The minimum monthly maintenance needs allowance remains $1,821.25 until.. read more →
[I received the following email from the National Senior Citizens Law Center and affiliated groups concerning a survey being conducted in order to “raise awareness of the issues facing older adults who are lesbian, gay, bisexual and transgender (“LGBT”) and live in nursing homes, assisted living facilities and other long-term care facilities.” Because I believe.. read more →
The case of Detloff v. Absecon Manor Nursing Center, Docket No. A-5941-07T2 (App. Div., August 4, 2009) arose out of the care and treatment provided to decedent while she was admitted at defendant Absecon Manor, a long-term care facility. Plaintiff, executrix of the estate of Mary Mazzei, filed a complaint alleging nursing malpractice supported by.. read more →
In a landmark opinion that recognizes a new category of lawsuits, the 3rd U.S. Circuit Court of Appeals ruled yesterday that the Federal Nursing Home Reform Amendments (FNHRA), 42 U.S.C. § 1396r et seq, gives residents of county-run nursing homes the right to bring civil rights claims to challenge the quality of their treatment. grammar-v-john-j-kane-regional-centers,.. read more →
The International Network for the Prevention of Elder Abuse (INPEA) is an organization, founded in 1997, dedicated to the global dissemination of information as part of its commitment to the world-wide prevention of the abuse of older people. INPEA’s mission is “to increase society’s ability, through international collaboration, to recognize and respond to the mistreatment.. read more →
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