Best High School Graduation Gifts? A "Safety Net" in the Form of a Power of Attorney and a Health Care Directive
Congratulations! You have successfully navigated childhood and are now ready to send your 18 year-old into the world. It is an exciting time but are you ready? You are probably busy with proms, graduation parties and shopping for the new dorm room. However, when...
Estate Planning Self Examination Checkup Chapter III: Reviewing the Dispositive Portions of the Will
In the last installment, we covered issues concerning when wills should be revised and the differences between treatment of probate and non-probate assets. In this installment, we will begin by defining the persons in the will and then move on to a basic review of...
Estate Planning Self Examination Checkup Chapter II: Where Do I Begin?
Each time we complete a client’s estate plan, we recommend that they revisit the plan annually at tax time to determine whether or not their financial position has changed from years prior. We also recommend the client review all of their estate planning documents at...
Practice Alert Part II – What Metadata Is and Why You Should Care About It
In Part II of our series, we continue our discussion regarding the New Jersey Supreme Court’s recent announcement that it will adopt the recommendations made in the September 14, 2015 Report of the Working Group on Ethical Issues Involving Metadata in Electronic...
How Your Adult Disabled Child is Impacted When a Parent Retires, Becomes Disabled or Passes Away
If your child is at least 18 years of age, has a disability which manifested before age 22, has been receiving SSI and Medicaid as a result of this disability and has a parent who subsequently dies, becomes disabled or retires, your child may lose their SSI and...
Don't Be Lulled into a False Sense of Security by New Jersey Tax Reform Talk
The week of April 18, 2016 found the New Jersey Legislature in session trying to determine how to squeeze the residents of the State of New Jersey for more money through “tax reform.” Chief among those “reforms” was an increase in the gas tax to support the New Jersey...
Estate Planning Self Examination Checkup (Or, Only Grandparents Die in New Jersey)
Equity Shareholder and Chair of the Firm's Tax and Estate Planning Department, Robert F. Munoz begins an important series discussing many of the essential estate planning issues New Jersey residents face - including inheritance taxes, death taxes, property transfers...
Practice Alert – Metadata To Be Addressed in New Jersey’s Rules of Professional Conduct and Civil Discovery
New Jersey practitioners and litigants should be on alert: metadata is coming soon to rules governing professional conduct and civil discovery near you. On April 14, 2016, the New Jersey Supreme Court announced in an administrative determination that it will be...
Broker Trading Misconduct: The Case for “Unsuitability” and Misrepresentations
Investments and securities trading are carefully regulated by various governing authorities, primarily for the purpose of protecting investors. The violation of such regulations, particularly through various deceptive actions and schemes to cheat or take advantage of...
NJ Implements Changes to the Criminal Expungement Process
New Jersey just passed a new law that will make it easier for certain people with criminal records to “expunge” their criminal histories. An expungement essentially wipes an arrest, conviction, and any related proceedings from an individual’s record: from a legal...
Broker Trading Misconduct: The Case for Account “Churning”
A form of fraudulent stock broker activity called “excessive trading” or “churning” may contribute to high commissions, low overall returns, unmanaged margin interest costs, and “break-even” percentages that exceed a reasonably accepted historical rate of return for...
Bridgegate internal investigation procedure questioned by Federal Court
Judge Wigenton of the United States District Court for the District of New Jersey granted a motion to quash a subpoena in the Bridgegate criminal case that sought the drafts and metadata of interview memoranda taken by Governor Christie’s attorneys, Gibson, Dunn &...
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