Credit: Drawlab19 / Shutterstock.com TRUSTS & ESTATES / WEALTH MANAGEMENT
**Access the DIGITAL EDITION here.** Can DNA Testing Be Used to Disinherit a Potential Heir?Is there a valid reason to deny genetic testing…
March 21, 2022 at 10:00 AM
2 minute read
**Access the DIGITAL EDITION here.**
Can DNA Testing Be Used to Disinherit a Potential Heir?Is there a valid reason to deny genetic testing in a case alleging disinheritance, as opposed to a case alleging the right to inherit? Is there such a thing as disinheritance by proof of non-paternity? By Neal Solomon and Elyse Herman
Substituted Judgment: The Case for an Expansive Definition of 'Successor Trustee' The Civil Practice Committee should amend the rules to clarify that a trustee nominated under a procedure within the governing trust instrument should qualify, not as a substituted trustee, but as a successor trustee. By Brian M. Balduzzi and Lisa S. Presser
Authorizing Access to Digital Assets: Using Online Tools in Estate Planning A look at managing digital assets on an account holder's death or disability, through New Jersey's Uniform Fiduciary Access to Digital Assets Act, as well as the frameworks of online tools such as Apple, Google and Facebook. By Laura N. Wilensky
'Smaldino v. Commissioner': An Estate Planning Cautionary Tale A recent Tax Court case emphasizes the need to ensure that the phases of transactions are completed properly, and certain formalities are observed in order for an estate planning strategy to be successful. By Margaret Spaziani
The State of Estate Planning 2022 Some estate planning techniques to consider for your clients before the end of 2025, when the $12,060,000 per person lifetime estate and gift tax exemption will sunset. By Jonathan Kukin and Marley A. Guerrera
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Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
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Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
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Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
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David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
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Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
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