Allison Busch to Speak on Ethical Considerations in Estate Planning

Allison Busch, a partner in the area of Trusts and Estates and Elder Law, will be speaking on “The Ethical Considerations in Estate Planning” at the National Business Institute’s Tax Planning for Trusts and Estates seminar on Dec. 10 in Princeton. The program is a basic-to-intermediate program geared towards lawyers, accountants, investment advisors, tax planners and paralegals.

Leonard P. Rosa Resolves Injury Lawsuit

Leonard P. Rosa recently resolved a personal injury lawsuit arising from a car accident where the client underwent lumbar disc surgery aggravating a prior injury. The case settled for $150,000.00 shortly before the scheduled trial date.

Jeremy B. Stein Named Partner

Jeremy B. Stein has been named as a Partner in HDRB&B’s Litigation Department. Jeremy’s practice focuses on the representation of closely held businesses and their principals in partnership and shareholder disputes, as well as corporate and individual clients in a broad range of complex commercial litigation. Before joining HDRB&B in 2012, Jeremy was a litigation associate for five years in the New York office of Paul, Weiss, Rifkind, Wharton & Garrison LLP. He also clerked for the Honorable Anne E. Thompson, United States District Court for the District of New Jersey. Jeremy received his J.D. from New York University School of Law, an M.S. from Columbia School of Engineering and Applied Sciences, and a B.A., magna cum laude, from Yeshiva University.

RICHARD J. ADAGO JOINS HDRB&B MATRIMONIAL GROUP IN NYC

New York, NY (Sep 3, 2013): Richard J. Adago has joined HDRB&B as a partner in the New York office’s matrimonial practice group. For over twenty years, Richard has represented high-net worth individuals in contested and uncontested matrimonial actions and child-related matters, including custody, parenting time, relocation and paternity, in the New York courts. Richard also is experienced at negotiating prenuptial, postnuptial, settlement and separation agreements. He advises clients regarding related tax planning, including the valuation of businesses, professional licenses, enhanced earning capacity and celebrity status, and has represented clients in same-sex prenuptial and divorce situations. Prior to joining HDRB&B, Richard was a partner with the Matrimonial and Family Law Practice Group in the New York offices of Blank Rome LLP, one of the largest law firms in the country, with one of the largest family law practices of its kind in the nation. After graduating from Seton Hall Law School, Richard was a prosecutor for more than five years at the Manhattan District Attorney’s Office. He presently serves as an Adjunct Professor at Fordham Law School.

ALLISON BUSCH TO SPEAK ON ELDER LAW

March 2013: Allison Busch is speaking in New York at the Practising Law Institute’s Elder Law Institute on April 17th. Allison’s presentation is titled: “Taxes: What Every Elder Law Attorney Needs to Know for a Consultation.” Allison will also be speaking in New Brunswick on July 31st on Medicaid and Elder Law with Lorman Education Services.

6 HDRBB ATTORNEYS NAMED TO 2013 SUPER LAWYERS® LIST; BERMAN AND DOHERTY NAMED TO LIST OF TOP 100

March 2013: As announced in the March 2013 “Best of New Jersey” edition of New Jersey Monthly magazine, HDRB&B partners Paul S. Doherty, Richard M. Rosa, Mark A. Berman, and Dennis Calo were named to the list of New Jersey Super Lawyers®, with Berman and Doherty named to the list of “Top 100” in New Jersey. Trusts & Estates partner Naim D. Bulbulia and litigation associate Robin Fineman are named to Rising Stars. Each year, no more than five percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor based upon an extensive peer nomination and polling process and through independent research. The firm’s New Jersey Super Lawyers® profile can be viewed here.*

MARK A. BERMAN & KELLY A. ZAMPINO WIN $428,511 VERDICT FOR SURVIVING WIFE IN ESTATE LITIGATION

November 2012: After a three-day trial in the Superior Court of New Jersey, Probate Division, Mark A. Berman and Kelly A. Zampino obtained a $428,511.91 verdict in favor of the surviving wife of Dr. Edward T. Bowe, and against Dr. Bowe’s Estate and his children, in a lawsuit challenging Dr. Bowe’s estate planning. The Superior Court concluded that our client had proved by clear and convincing evidence that Dr. Bowe had fraudulently induced his wife to waive her federal statutory right to receive 50% of his retirement account upon his death by falsely representing to her that she would inherit the marital residence of 25+ years, which she believed was owned jointly but which he knew was not, that Dr. Bowe’s Estate and by extension four of his children had been unjustly enriched as a result, and that the Estate was estopped from enforcing the ERISA waiver under a theory of promissory estoppel. The Court also rejected the defendants’ counterclaims that the Estate was entitled to funds held in a Dr. & Mrs. Bowe’s joint bank account.

JEREMY B. STEIN JOINS HDRBB LITIGATION GROUP

October 2012: Jeremy B. Stein has joined the firm as an associate in HDRBB’s civil and criminal litigation practice groups. Jeremy is a 2006 graduate of NYU Law School, and holds a M.S. in Applied Physics from Columbia University School of Engineering. Jeremy served as a law clerk to the Honorable Anne E. Thompson, United States District Court for the District of New Jersey. He joins the firm from Paul, Weiss, Rifkind, Wharton & Garrison, LLP, where he represented corporate and individual clients in a range of complex commercial litigations, including contract disputes, partnership disputes and employment matters, as well as in regulatory and white-collar criminal defense matters.