Search for: "IN THE MATTER OF THE STEPHENS REVOCABLE TRUST"
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4 Jan 2016, 8:31 pm
A Queens Family Lawyer said that MM has moved for summary judgment on the grounds that the transfer was revocable due to MM's retention of a limited power of appointment and, therefore, an invalid gift as a matter of law. [read post]
28 Jan 2016, 5:11 pm
A corporate stockholders' agreement or a transfer of a Totten trust account (may cause the revocation, ad emption or abatement of a disposition in a will. [read post]
9 Aug 2012, 8:24 pm
If you need help determining your rates in a matter of probate, contact Stephen Bilkis & Associates. [read post]
16 Sep 2014, 10:35 pm
The decedent's Will, executed April 30, 1996, leaves his entire estate to the " Revocable Living Trust dated April 30, 1996 and any amendments thereto. [read post]
22 Feb 2015, 6:50 pm
Neither have any of the parties pointed to any decisive act or declaration of its affirmance or revocation by the decedent during his lifetime, and, therefore, a presumption arises that an absolute trust was created as to each balance on hand at the death of the testator'. [read post]
25 Nov 2014, 5:03 pm
Consequently, it is incumbent upon the moving party to make a prima facie showing that he is entitled to summary judgment as a matter of law. [read post]
20 Mar 2014, 6:59 pm
Testators may surrender the power of revocation by agreement. [read post]
20 Mar 2012, 9:26 pm
On the same day, he executed a trust agreement creating a revocable lifetime trust. [read post]
23 Aug 2014, 6:52 pm
A New York Probate Lawyer said this action to vacate a deed or impress a constructive trust was originally initiated by a man, and was transferred to another court by order. [read post]
12 Apr 2014, 6:48 pm
According to RM, the transfer was revocable due to MM's retention of a limited power of appointment and, thus, an invalid gift as a matter of law; and, the premises should be an asset of MM's estate and divided among MM's five children equally pursuant to the terms of her will. [read post]
10 May 2014, 6:37 pm
" A Westchester County Will Lawyer said the decedent also created a revocable trust, under an agreement dated July 16, 2003, between herself as grantor and herself, respondents, as trustees. [read post]
18 Jun 2014, 10:58 am
If the money was not given to the criminal defendant in trust, he was free to use it for any purpose. [read post]
9 Oct 2015, 6:40 pm
Petitioner urges that payment of the unliquidated claim of decedent's first wife would be best provided for by immediate discharge of the Executor and the final settlement of its accounts through an order directing that future payments on such claim be made from the trust of decedent's residuary estate and by the Trustee of that trust. [read post]
2 Nov 2015, 5:26 pm
Petitioner urges that payment of the unliquidated claim of decedent's first wife would be best provided for by immediate discharge of the Executor and the final settlement of its accounts through an order directing that future payments on such claim be made from the trust of decedent's residuary estate and by the Trustee of that trust. [read post]
13 Jul 2015, 5:32 pm
Alexandra responded by challenging the validity of the purported revocation and replacement of the 1993 Grantor Trust, maintaining that Ruth had lacked capacity to take such steps and that, in the alternative, she had been unduly influenced to do so. [read post]
18 Jul 2015, 6:54 pm
It is observed with regard to the appeals in Matter of Tricarico and Matter of Kahn that both Surrogate Laurino and this Court agreed with the Commission that the wills there in issue were contractual in nature. [read post]
4 Mar 2012, 8:21 pm
The second of the two clauses provided that if any beneficiary shall, in any manner, directly or indirectly, contest, object to or oppose, or attempt to contest, object to or oppose, the validity of the Will or the revocable trust agreement created, or any part of the property plan or any gifts made, or any of the provisions of the Will or of the revocable trust agreement created, in any court; or if any beneficiary commence or prosecute any legal proceeding of… [read post]
21 Mar 2014, 7:00 pm
The proponent of a summary judgment motion must make a prima facie showing of entitlement to judgment as a matter of law, tending sufficient evidence to demonstrate the absence of any material issues of fact. [read post]
4 Jan 2016, 12:57 pm
Buscavage Revocable Living Trust. [read post]
18 May 2015, 5:53 pm
Respondents argue that the presence of H, a nominated co-trustee of the deceased’s Trust and K, accountant to decedent, waives the attorney-client privilege. [read post]
