Ivey, Barnum & O'Mara, LLC

GREENWICH OFFICE

GREENWICH203-661-6000

NEW CANAAN OFFICE

NEW CANAAN203-966-1492

NEW YORK OFFICE

NEW YORK212-764-0900

WHITE PLAINS OFFICE

WHITE PLAINS914-517-7578

 
May 2017 - Attorney Stephen Napier among the panel of presenters for National Business Institute's CLE Seminar - "Estate Administration From Start to Finish," to be held on May 18, 2017 in Norwalk, CT. The seminar is "designed for attorneys who are new to estate administration or need a basic refresher…a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures." The seminar will also deal with "thorny estate administration debt issues, including jointly held assets, business ownership, and complex tax issues." Mr. Napier will present "Commencement Of Estate Proceedings and Information Gathering" as well as "Handling Estate Administration Tax Issues."

February 2017 - Attorney Stephen G. Walko wins in Supreme Court case involving a dispute between trust beneficiaries and will beneficiaries as to the rightful owner of real property that was owned by an individual as trustee but later devised in the individual's will (CT SC 19668).

In Zara Lackman Et Al. v. Samantha Hunt McAnulty Et Al., Hugh Hunt created a trust for the benefit of his children; he served as the trustee. He conveyed certain real property to himself, as Trustee; however, the trust documents were never recorded on the land records. Subsequent to conveying the property to himself as trustee, Mr. Hunt executed a will leaving the same property to his grandchildren. Upon his death, the Executor of the Estate of Hugh Hunt omitted the real property from the probate estate under the theory that because it was owned by "Hugh Hunt as Trustee", the property passed to the beneficiaries of the trust. The beneficiaries of the will brought suit to challenge this action, claiming that the property passed to them under the will based on decedent's failure to record the trust documents on the land records.

Click here to read the Press Release.

November 2016 - The 100% Club is a special category of the Connecticut Bar Association membership that signifies a commitment to the advancement of the legal profession and the betterment of the Connecticut community.

Law firms, corporate legal departments, government agencies, and law school faculty can attain the 100% Club status by enrolling 100% of their members in the Connecticut Bar Association within a fiscal year.

December, 2016 – Ivey Barnum & O'Mara names Jessica M. Signor as new associate. Jessica's areas of practice includes commercial and civil litigation as well as employment law. Jessica earned a Bachelor of Arts degree in History with minors in Economics and Art History from the College of the Holy Cross. She received her J.D. from the University of Connecticut School of Law. Prior to joining Ivey, Barnum & O'Mara, Jessica served for two years as a judicial law clerk to the Honorable Julie A. Manning, Chief United States Bankruptcy Judge for the District of Connecticut. Jessica is admitted to the Bar of the State of Connecticut, as well as the United States District Court for the District of Connecticut.

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