What Happens if the New Jersey Surrogate Rejects my Will
New Jersey Surrogate Courts (like the one in Union County) are the first stop when attempting to probate a will. If the local Surrogate rejects the will, the next steps […]
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What you need to know about fiduciary accountings
Fiduciary accountings are a crucial component of administering trusts and estates. These accountings are used to track and report on the financial transactions and activities of trustees, executors, and other […]
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Preparing a Fiduciary Accounting the Easy Way
A fiduciary accounting is important for a number of reasons, but here is one example: Suppose you create a trust for the benefit of your minor children with a significant […]
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Electronic Wills in New Jersey
On June 27, 2022 the Uniform Electronic Wills Act (S2923) was introduced in the New Jersey Senate. The Bill has been referred to the Judiciary Committee and a similar Bill […]
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How to Best Choose a Taxable Year for an Estate
The ability to elect a fiscal tax year is a powerful planning tool that, when used wisely, can reduce overall taxes and facilitate the orderly administration of the estate.
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New Jersey Court rules on Trustee Resignation Letter
On June 2, 2021, the New Jersey Appellate Division (DOCKET NO. A-2663-19; Judge Moynihan) upheld the judgment of the trial court in holding that a trustee resigned his office when […]
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The Wrong Way to Challenge a Will
While there may be several good ways to go about challenging a decedent’s last will and testament, in In the Matter of the Estate of Annie Rost, Superior Court of New […]
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