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HOW CAN THE BEGLEY LAW GROUP HELP ME WITH ESTATE ADMINISTRATION IN NEW JERSEY? – Begley Report

By: Thomas D. Begley, Jr., Esquire, CELA and Ethan J. Ordog, Esquire The administration of an estate by an Executor or an Administrator, often called a Personal Representative, is a complex process that can be difficult and time consuming.  If the Personal Representative makes an error, he or she can be held personally liable and…

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WHAT YOU SHOULD KNOW ABOUT PLANNED GIVING – Begley Report

By:  Thomas D. Begley, Jr., Esquire, CELA CASE STUDY:  PLANNED GIVING TECHNIQUES HELP DONOR ACHIEVE ESTATE PLANNING GOALS Joe Generous feels indebted to his alma mater because the education he received there changed his life in so many gratifying ways.  Joe has always made modest annual gifts to the university.  He would like to give more, but hesitates to do so…

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THE BENEFITS OF BLOODLINE TRUSTS – Begley Report

By:  Thomas D. Begley, Jr., Esquire, CELA CASE STUDY 1:  INHERITANCE PARTIALLY LOST IN EQUITABLE DISTRIBUTION Bill and Linda have a daughter, Sally, who marries Harry.  While Harry is attractive and likeable, he has difficulty holding a job, and he is a poor money manager.  Harry also likes to spend money lavishly, mostly on himself, rather than on Sally…

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RETIREMENT PLAN TRUSTS – Begley Report

By:  Thomas D. Begley, Jr., Esquire, CELA INTRODUCTION The United States Supreme Court in a 9-0 unanimous ruling held that an inherited IRA is not protected in bankruptcy under federal law.[1]  Heidi Heffron-Clark inherited an IRA from her mother in 2001 and filed for bankruptcy nine years later.  The court held that the IRA was not shielded from…

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