Category

Non-Probate Assets
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...
24
Mar

Chancery Division OKs Trust Decanting, Despite Beneficiary’s Opposition

March 24, 2016
In re Trusts for Stefanidis-Perez is a consolidated case involving two trusts in which the...
21
Dec

Bank Not Liable For Improper Withdrawals from Nursing Home Resident’s Account Made By Resident’s Agent Under Power of Attorney

December 21, 2015
In 2003, Michael Yahatz opened a bank account. The following year, the bank was acquired...
29
Jun

Appellate Division Permits Property Owner’s Claims Against Banks To Survive

June 29, 2015
In Slack v. Wells Fargo Bank, the plaintiff and her brother held title to their...
15
Jun

Property Left at Gravesite is “Abandoned;” Conversion Claim for Removal of Property is Dismissed  

June 15, 2015
In Taffaro v. Taffaro, the plaintiff sued his half-sister claiming that she removed decorations and...
16
Sep

Because Right of Surviving Joint Owner to Multiple-Party Accounts Turns on Intent of the Decedent and Relationship of the Parties, Summary Judgment dismissal was Inappropriate

September 16, 2014
In In re Estate of DeFrank, 433 N.J. Super. 258 (App. Div. Nov. 15, 2013),...
15
Sep

Objection to Admitting Handwritten Will to Probate Properly Dismissed, but Trial Court lacked Authority to Transfer Non-Probate Assets to Trust

September 15, 2014
In Estate of William Strohmenger, 2013 N.J. Super. Unpub. LEXIS 2651 (App. Div. Oct. 31,...
02
Aug

Administrator Must Satisfy Estate Creditors From Probate Assets First Before Attaching Non-Probate Assets

August 2, 2013
A Chancery Court judge determined that the administrator of an insolvent estate in New Jersey...
20
Jun

Comparing Probate And Non-Probate Assets

June 20, 2013
What is Probate? “Probate” is the name of the process which permits an Executor to...
18
Jun

Ownership Of Joint And Payable-On-Death (“POD”) Accounts, Before And After Death: Who Owns What?

June 18, 2013
THE MULTIPLE-PARTY DEPOSIT ACCOUNT ACT Bank accounts are often established in the name of more...

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