Law Office of Donald D. Vanarelli Blog

New Jersey Elder Law, Estate and Special Needs Planning, Mediation and Collaborative Family Law NJ

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Entries from January 2012

Appellate Division Rules That A Party’s Mediation/Arbitration Demand Triggers The “First To File” Rule Of Comity

January 31st, 2012 · 1 Comment

In its January 27, 2012 decision in  CTC Demolition Company, Inc. v. GMH AETC Management/Development LLC, which has been approved for publication, the Appellate Division considered the novel issue of whether a party’s demand for mediation or arbitration triggers the “first to file” rule. Notably, the court had found only one decision in any jurisdiction [...]

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Tags: Arbitration · Commercial Mediation · Compelling Mediation Testimony · Mediation · New Cases

New IRS Notice Explains How A Surviving Spouse Can Use The Unused Portion Of The Deceased Spouse’s Federal Estate Tax Exemption

January 25th, 2012 · No Comments

Currently, the value of assets passing to heirs upon the death of a U.S. citizen free of federal estate taxes, called the federal estate tax exemption amount, is $5.12 million dollars per person. This federal estate tax exemption amount is valid through the end of 2012. In the past, upon the death of the first [...]

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Tags: Estate and Gift Taxes · Estate Planning · New Laws · Taxation

Undue Influence Plaintiff Defeats Summary Judgment Despite Failure To Cite Facts In The Record To Oppose The Motion; But Certain Claims Are Dismissed For Failure To file An Affidavit Of Merit

January 19th, 2012 · No Comments

In the December 13, 2011 Estate of Sano Chancery Division case, the decedent’s wife had sued the decedent’s former employee (Ms. Chung) and that employee’s sister (Ms. Choi), claiming that they defrauded and unduly influenced the decedent to change a beneficiary designation of a $2.5 million life insurance policy. The policy had originally named the [...]

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Tags: Estate Litigation · Lack of Testamentary Capacity · Litigation · New Cases · Summary Judgment · Undue Influence

Top 10 Nationwide Elder Law Court Rulings of 2011

January 17th, 2012 · No Comments

Below is a roundup of the top 10 national elder law decisions for the past year, as measured by the readers of the ElderLawAnswers website. 1. Medicaid Applicant’s Penalty Period Does Not Begin Until Returned Assets Are Spent Down In Marino v. Velez (U.S. Ct. App., 3rd Cir., No. 10-2324, Jan. 10, 2011), the U.S. Court of [...]

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Tags: Elder Law · Medicaid Planning · New Cases · Top Ten

The “New Jersey Alternative Procedure For Dispute Resolution Act” Bars Appellate Division Review Of Umpire’s Ruling In Probate Matter

January 9th, 2012 · No Comments

In the January 4, 2012 Marinaccio v. Grgec decision, the Appellate Division was presented with an appeal of a probate matter that had been decided by an umpire under the New Jersey Alternate Procedure for Dispute Resolution Act (“APDRA”). The Appellate Division held that, after the umpire’s decision not to vacate a probate settlement agreement [...]

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Tags: Arbitration · Enforcing Mediated Settlements · Mediation · New Cases

Top Vanarelli Law Office Blog Posts And Website Content In 2011

January 5th, 2012 · 1 Comment

Listed below are the blog posts, articles and other content from the Law Office of Donald D. Vanarelli website and blog with the highest readership in 2011. Certain “Blue Water” Navy Vietnam Veterans Now Eligible For Agent Orange Presumptive Service-Connected Compensation Benefits Summary Of Changes To The Estate And Gift Tax Laws In 2011 And [...]

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Tags: Blog Roundup and Highlights · Top Ten

Non-Custodial Parent’s Establishment Of A Special Needs Trust For Child Would Not Justify Elimination Of That Parent’s Child Support Obligation

January 4th, 2012 · No Comments

In Bond v. Bond, the Appellate Division considered whether a non-custodial parent’s creation of a special needs trust (“SNT”) can justify the elimination of that parent’s obligation to pay child support. Although it concluded that the non-custodial parent “may utilize a special needs trust to take advantage of government programs to lessen the burden on [...]

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Tags: Child Support · Equitable Distribution · Family Law · Legal Rights of the Disabled · New Cases · Special Needs Planning · Special Needs Trusts

2012 Non-Service Connected VA Aid and Attendance Pension Rates

January 4th, 2012 · No Comments

1. 2012 Maximum Pension Rates for VA Base Pension Plus Aid and Attendance Supplement Single Veteran – $1,703.00 Per Month or $20,447.00 Per Year Married Veteran – $2,019.00 Per Month or $24,239.00 Per Year Surviving Spouse – $1,094.00 Per Month or $13,138.00 Per Year Veteran Married to Veteran (Both A & A) – $2,631.00 Per [...]

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Tags: VA Pension Benefits · Veterans Benefits

Frequently Asked Questions and Answers Concerning VA Non-Service Connected Pension Benefits

January 4th, 2012 · No Comments

Who Can Help Me Fill Out the Forms? Any non-accredited individual may assist with completing the forms; however, this individual is allowed to assist ONLY one person. A VA accredited agent or a service organization, such as your local State Veterans Office, VFW, or American Legion may help you, as well as a VA accredited [...]

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Tags: VA Pension Benefits · Veterans Benefits

Roundup of Key Figures In An Estate and Elder Law Practice for 2012

January 4th, 2012 · No Comments

Below are figures for 2012 that are frequently used in the estate and elder law practice or are of interest to clients. Medicaid Spousal Impoverishment Figures for 2012 The new minimum community spouse resource allowance (CSRA) is $22,728, and the new maximum CSRA is $113,640. The new maximum monthly maintenance needs allowance is $2,841. The minimum monthly maintenance [...]

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Tags: Governmental or Public Benefit Programs · Medicaid · Medicaid Planning · Medicare · News Briefs · Social Security Benefits · Supplemental Security Income (SSI) Benefits