Blog Posts


Gaining The Upper Hand In Probate Litigation: Pre-Trial Motion Shifting The Burden Of Proof On An Undue Influence Claim


Practitioners are constantly searching for ways to gain an advantage over their adversary.  In estate litigation involving undue influence claims, one tactic rarely employed is filing a pre-trial motion for partial summary judgment shifting the burden of proof to the proponent of the disputed Will or gift to prove that the bequest or transfer ...

Posted by , May 20, 2015 • Litigation, Probate Litigation

Can a Parent Revoke a Gift of Stock to a Child?


Can a parent ever revoke gift of corporate stock given to a child?  The short answer is maybe. A gift of stock from parent to child is presumed to be a gift under New Jersey law. For the parent to revoke the presumption of a gift requires the parent to meet New Jersey's highest civil burden of proof under the 'clear and convincing' evidence stand...

Posted by , May 3, 2015 • Litigation, Probate Litigation

Entire Controversy Doctrine: Loophole Allows For Second Bite Of The Apple


Consider this hypothetical: Plaintiff accounting firm (“Accounting Firm”) files a collection suit (“Action 1”) against defendant limited liability company (“LLC”) for nonpayment of invoices.  In LLC’s answer to the Accounting Firm’s Complaint, LLC raises professional negligence as an “affirmative defense.”  LLC fails to retain...


New Jersey Appeals Court Applies Net Opinion Rule to Bar Legal Malpractice Expert’s Report


In an unpublished decision issued on March 11, 2015, the New Jersey Appellate Division applied the "net opinion" rule in barring an expert's report issued in the context of a legal malpractice case arising out of a failed real estate transaction. Giordano v. Bogart, Keane, Ryan & Hamill, L.L.C., Docket No. A-1631-13T1 (App. Div., March 11, 2015...

Posted by , March 11, 2015 • Experts, Litigation

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