NJSBA Family Law Section

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  • 1.  Life Insurance Trustee

    Posted 12-19-2015 01:12 PM

    Listmates,

    Client is adamantly opposed to her ex being named as trustee for her life insurance policy.  Does anyone have the case or statue that stands for this position.

    Best,

    Eric  

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    Eric Hannum Esq.
    Jackson NJ
    (732)370-9596
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  • 2.  RE: Life Insurance Trustee

    Posted 12-20-2015 09:54 AM

    It's typical that a client does not trust their ex to be Trustee. None of them do. Unless your client can cite specific examples, to convince the court, as to why he is not appropriate to name, you will likely lose on that issue.

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    Karen Scheiner Esq.
    Certified Matrimonial Attorney



  • 3.  RE: Life Insurance Trustee

    Posted 12-20-2015 11:49 AM
      |   view attached
    I have tried and sometimes been successful in proposing terms of an insurance trust with an alternate trustee with the terms requiring maintenance of the agreed upon child support, any additional contribution requirements and liberal terms of applying income and invasion of principal.  I have also argued a trusted uncle or aunt of the child should be the trustee to allow the deceased parent's family a continued substantial role in the child's life. If you can assure the surviving parent that the insurance will be used for the exact purposes for which it is being maintained the "fear" of a third party trustee may dissolve.
    =============================

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    Debra E. Guston, Esq., C.A.E.
    Guston & Guston, L.L.P.
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    Glen Rock NJ 07452
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  • 4.  RE: Life Insurance Trustee

    Posted 12-20-2015 01:49 PM
    You might try suggesting that neither party be a named trustee 
    This will give the court the opportunity to have an objectively fair result 


    Sent from my iPhone





  • 5.  RE: Life Insurance Trustee

    Posted 12-20-2015 02:18 PM
    Frankly, the party who should resist being named the trustee is the ex-spouse.  Generally, a parent may not use the child's trust funds to meet the parent's legal obligation to support the child.  See, for example, Cohen v. Cohen, 258 N.J. Super. 24 (App. Div. 1992) , cert denied 130 N.J. 596.   So if things sour between dad and child, dad may be barred from using the funds.

    To avoid any problems, the trustee should be someone who has no legal obligation to support the child.  The trustee of mom's insurance policy should be someone "friendly" to dad.  Likewise, the trustee of dad's policy should be someone "friendly" to mom.  For example, when mom is gone, dad will want to use the life insurance to help support the child.  Dad should not have to deal with former in-laws to have trust funds released.  I am not a trust and estates lawyer, but I suppose you could also solve the problem by creating the actual trust document that details everything that mom would have paid if she had survived and authorizing the trustee to use the funds for those purposes, but that doesn't resolve mom's desire to avoid naming the ex as the trustee.  ( but how do you predict the future expenses mom would have paid without bringing the estate into postjudgment litigation?  Seems a lot easier to just name someone without the legal duty to support as trustee)  Under all circumstances, the terms of the trust must be defined.  An MSA that says Mr. Smith is the trustee of mom's life insurance policy is meaningless without defining the terms of the trust. I suggest a consult with a trust and estates attorney.





  • 6.  RE: Life Insurance Trustee

    Posted 02-19-2016 05:25 AM
    N.J.S.A 2a:17-56.23a provides that written notification can be sent 45 days prior to a motion seeking modification of child support and the modification is the date of the letter.  Is there any such statue, rule or case that provides the same benefit for modification of alimony? 





  • 7.  RE: Life Insurance Trustee

    Posted 02-19-2016 07:17 AM

    Hi, Lisa:

     

    To my knowledge, there is not, and alimony can be retroactively modified, although rarely done.

     

    Robert E. Goldstein, Esq.
    Drescher & Cheslow, P.A.

    610 Bridge Plaza Drive

    Manalapan, NJ 07726

    (732) 972-1600
    Fax (732) 972-0038
    E-mail: [email protected]
    Member, Middlesex County Bar Association, New Jersey Association for Justice and New Jersey State Bar Association

         

     

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