Category

Estate Planning
05
Jun

Court-Approved Compensation Paid To Medicaid Applicant’s Children For Services Under Power Of Attorney Does Not Prevent Medicaid Penalty

June 5, 2011
A New Jersey appeals court upheld the imposition of a penalty period on a nursing...
30
May

Credibility Determinations By A Trial Court In Cases Involving Claims of Abuse Of A Power Of Attorney Are Binding On Appeal

May 30, 2011
Matter of Mildred B. Trocolor involved a dispute between two of the decedent’s adult children...
28
Mar

Clear Evidence Of Testamentary Intent Prevails Over Formalities Governing Will Formation: Handwritten Notations On A Letter Constitute A Valid Will

March 28, 2011
Superior Court Judge Walter Koprowski, Jr. ruled on February 1, 2011 that handwritten notations on...
12
Dec

Summary Of Changes To The Estate And Gift Tax Laws In 2011 And 2012 Resulting From Enactment Of The “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010”

December 12, 2010
Senate Majority Leader Harry Reid (D/NV) has introduced legislation designed to enact the tax cut...
18
Nov

The Frustrating Tale Of A Retired Firefighter Repeatedly Denied The Right To Plan His Estate To Benefit His Severely Disabled Child

November 18, 2010
Thomas Saccone is a retired Newark, NJ firefighter. He and his wife’s only son, Anthony,...
11
Sep

The “Mere Possibility” Of An Attorney Conflict Of Interest May Be Sufficient To Establish An Ethical Breach

September 11, 2010
New Jersey estate planning attorneys were again reminded of the conflict of interest minefield they...
02
Sep

My Latest Article, Entitled “Client Capacity – Assessment and Advocacy,” Published In The New Jersey Lawyer Magazine

September 2, 2010
Lawyers who regularly deal with elderly and disabled clients like I do often confront the...
17
Aug

My Latest Article Published In the New Jersey Foundation For Aging – Renaissance Magazine

August 17, 2010
The New Jersey Foundation for Aging was founded in 1998 to improve the quality of...
14
Aug

Court Finds Joint Account Does Not Pass To Surviving Owner, But Passes Under Decedent’s Will

August 14, 2010
Most of the cases discussed on this blog (and, I suspect, on most blogs which...
20
Apr

ALJ Finds, Contrary To Court Order, That Payment To Adult Children For Services Provided To Medicaid Applicant Under Power Of Attorney Was A Gift

April 20, 2010
A New Jersey administrative law judge (ALJ) recently held, contrary to a court order awarding...
16
Mar

Tips For Parents Of Children With Disabilities And Other Special Needs Who Are Planning Their Estates

March 16, 2010
The following list contains some of the most frequently encountered issues faced by parents of...
06
Mar

Is The Agent Under A Power Of Attorney Who Misappropriates Money "Authorized" To Transfer The Principal’s Assets?

March 6, 2010
State v. Kennedy, 61 N.J. 509 (1972) explored the issue of “legally authorized” transfers made...
28
Jan

NJ Appellate Court Rules That Awarding Attorneys Fees To The Wrongdoer In An Undue Influence Case Is An "Abuse Of Discretion"

January 28, 2010
In the recent case of Rossius v. Krasheninnikoff, plaintiff filed a complaint in which she...
27
Jan

Federal Estate Tax Repealed, But "Carryover Basis" Rules Instituted, In 2010

January 27, 2010
Contrary to the expectations of many practitioners including the writer, Congress did not amend the...
26
Jan

Nursing Home Resident’s Nephew And Agent Under A Power Of Attorney May Be Liable For Failing To Promptly Qualify Her For Medicaid Benefits

January 26, 2010
Defendant, Benjamin Levine, served as power of attorney for his aunt, Grace Levine. Defendant’s aunt...
15
Jan

Key Elder Law Numbers for 2010

January 15, 2010
Below are figures for 2010 that are frequently used in an estate planning / elder...
14
Jan

New Tax Basis Rules In Estate And Elder Law Planning

January 14, 2010
The tax law changes that became effective on January 1, 2010 and affect estate and...
12
Jan

Military Spouses Given Residency Rights Under New Law

January 12, 2010
An amendment to a military act gives spouses of military personnel new residency rights, creating...
29
Dec

The Top 10 (NOT; Actually, The Top 15) New Jersey Elder And Disability Law Cases in 2009

December 29, 2009
2009 was an exciting year of litigation in the elder and disability law arena, producing...
14
Dec

Under New Jersey Law, You Are Entitled To Payment For Services Rendered As A Fiduciary

December 14, 2009
Did you know that, under New Jersey law, you are entitled to receive compensation for...
1 … 3 4 5 6 7

Call Us Today

To schedule a consultation with Vanarelli & Li, LLC, call 908-232-7400 or click here to contact us online. As always, we look forward to hearing from you.

Categories