In the Matter of 1979 Inter Vivos Tr. of Alfred & Mary Sanzari, Grantors, Dated June 1, 1979, No. A-3612-21, 2024 WL 3249366, (N.J. Super. Ct. App. Div. July 1, 2024)
This case involved a dispute over the inclusion of Carl Sanzari (“Carl”), an adopted adult, as the beneficiary of two inter vivos trusts created
Archer Estate & Trust Litigation Law
Blog Authors
Latest from Archer Estate & Trust Litigation Law
12th Annual Estate Litigation Seminar
Join Archer’s Estate & Trust Litigation Group for our annual complimentary estate litigation seminar. Archer attorneys and guest speakers will present a review of new case law and other significant developments on trust, estate and fiduciary litigation from the region and around the country.
Date & Time:
September 25, 2024 (in-person)
8:00 AM – 1:00…
Summary Disposition Reversed on Motion for Reconsideration
In re Estate of Vuong, Docket No. MON-P-459-19 (N.J. Super. Aug. 28, 2024)
Quy Dinh Vuong (also known as Peter Dinh Vuong and referred to herein as “Peter”) executed his last will (“Will”) in 1984. Peter died in May 2011. His wife died shortly thereafter.
The Will named his daughter, defendant Thu Ngo (“Thu”), as…
Steven Mignogna Appointed Co-Chair of ACTEC Committee
Archer partner, Steven K. Mignogna, has been appointed Co-Chair of the American College of Trust and Estate Counsel (ACTEC) Damages Subcommittee. Steve is a Fellow of ACTEC and has held several leadership roles, including State Chair for New Jersey, the ACTEC Board of Regents, and Chair of ACTEC’s Fiduciary Litigation Committee. He is active in…
Appellate Division Affirms Invalidating 2017 Will on Motion for Summary Judgment
In re Estate of Warnock, Docket No. A-0672-22 (N.J. Super. App. Div. Aug. 22, 2024)
This appeal affirmed summary judgment on a claim to invalidate a will.
The plaintiff, Betty Ann Turkus, was the daughter of the decedent, Joseph Warnock. The decedent left two wills.
The 2006 will named his wife as the beneficiary. In…
Exceptions to Accounting Rejected by Appellate Division
In re T/U/W of Wen, Docket No. A-3675-22, (N.J. Super. App. Div. Jul. 8, 2024)
Peter Wen (“Peter”) was the son of the decedent, Wu Huai Wen. The case focused on a trial court order approving the first interim accounting of the trust (“Trust”) established under the decedent’s last will, for the period August 1,…
32 Archer Attorneys Recognized in the 2025 Editions of The Best Lawyers in America® and the Best Lawyers: Ones to Watch® in America; 2 Selected for “Lawyer of the Year” Recognition
Archer is pleased to announce that 22 of its attorneys have been selected by their peers for inclusion in the 2025 edition of Best Lawyers in America®, representing 18 practice areas. Additionally, 2 attorneys received the “Lawyer of the Year” designation, earned by only one lawyer in each practice area and metropolitan region, and 10…
Wills, Tax & Estate Planning
Join estate and trust litigation attorney, Melissa Dibble, who is one of the speakers at Samaritan’s complementary workshop on Wills, Tax & Estate Planning. Attendees will learn the importance of having a will, explore other tax saving and estate planning options, as well as have your questions answered. The workshop is being hosted by Samaritan’s…
Abuse of Discretion Not Found in Calculation of Trustee’s Commissions for Part of a Year
In the Matter of the Davi H. Kato Special Needs Trust, Dated December 11, 2018, No. A-0414-22, 2024 WL 762247 (N.J. Super. Ct. App. Div. February 26, 2024)
Fabio and Maria Kato (the “Katos”) were natives of Brazil. While visiting New Jersey in 2015, they had a son, Davi, who was born with cerebral palsy. …
Oral Agreement Argument Unsuccessful; Terms of Will Upheld
In re Estate of Spitz-Oose, Docket No. A-0451-22 (N.J. Super. App. Div. Apr. 10, 2024)
Plaintiff Brian Spitz (“Brian”) brought claims against the estate of his mother. The center of the dispute was real estate owned by the mother and Brian’s allegation that his mother promised orally to leave him the property if he provided…