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Trust Disputes: Current Trends and Hot Issues

James J. Costello, Jr., a Member of law firm Norris McLaughlin, P.A., and Chair of its Estate, Trust, and Tax Law Practice Group, and Nicholas J. Dimakos, also a Member of the firm, will present the webinar, “Trust Disputes: Current Trends and Hot Issues,” hosted by the National Business Institute (NBI).

Current Trends and Hot Issues in Trust Disputes

Designed for attorneys, accountants, fiduciaries, and paralegals, this webinar will address:

  • Mechanisms to support or refute the validity of a trust
  • Case laws shaping trust litigation practice
  • The most common accounting and distribution issues
  • Resolving trust problems out-of-state
  • Tax trust liability

When: Wednesday, June 23, 2021

1:00 p.m. – 2:30 p.m.

Register for Norris McLaughlin, Attorneys at Law, Legal Events in New Jersey, New York, and Pennsylvania

This program costs $229 and is worth 1.5 CPE credits for accountants. CLE credits vary by state.

About Jim Costello

Jim focuses his practice on estate planning and administration, litigation and disputes among beneficiaries, general federal and state tax law and controversies, and the formation, dissolution, purchase, sale, and mergers of all types of closely-held business entities. He represents individuals in all aspects of general and sophisticated estate planning, including drafting wills, lifetime and testamentary trusts, powers of attorney, health care directives, prenuptial and cohabitation agreements, employing sophisticated strategies when warranted matters including family limited liability companies (“LLCs”), sales to intentionally defective grantor trusts, spousal lifetime access trusts (“SLATS”), dynasty trusts, and charitable trusts.

Jim’s representation of fiduciaries includes all aspects of estate and trust administration, including preparation and filing of federal and state estate and income tax returns, representation in IRS and New Jersey Division of Taxation audits, litigation and disputes among beneficiaries, preparation and filing of federal and state estate and inheritance tax returns, and defending those returns on audit.

About Nick Dimakos

Nick focuses on trust and estate litigation, representing both beneficiaries and fiduciaries in contested matters. His practice encompasses a broad range of disputes, including will contests and challenges to account beneficiary designations; accounting actions involving estates, trusts, and powers of attorney; contested administrations involving challenges to and the defense of the actions of executors and trustees; trust terminations and modifications; and guardianship actions.

Nick regularly appears before probate courts throughout northern and central New Jersey, including Bergen, Essex, Hunterdon, Mercer, Middlesex, Morris, Passaic, Somerset, Union, and Warren Counties. He is also frequently appointed to serve as counsel to alleged incapacitated individuals, and he volunteers as a mediator for the Probate Early Settlement Programs in Somerset and Middlesex Counties. Nick’s experience helps him to advise clients in formulating a strategy tailored to their case and to maintain a comprehensive and even-keeled perspective when guiding clients through the emotionally fraught issues that often arise when the opposing parties are members of the same family.

Both Jim and Nick write about probate litigation and guardianships on the firm’s New Jersey beneficiary rights law blog, Guardians of Your Will.