Attorney-drafter brought a construction proceeding to have the court authorize making gifts under the will to two substitute Jewish charities in the place of Graenum Berger a charitable organization named in the original Will which was no longer functioning. Bronx County Surrogate Nelida Malave-Gonzalez found...
Surrogate Margarita Lopez Torres recently ruled in a Kings County Surrogate’s Court matter that an attorney’s refusal to sign a substitution of attorney stipulation was a “futile and disturbing attempt to avoid discharge,” and his motion for a judgment constituting fees owed “woefully insufficient.” ...
Fiduciary Ordered to Repay Excess Legal Fees and Commissions with Interest New York County Surrogate Rita Mella recently issued a decision ruling that an estate fiduciary must refund any amount in excess of the legal fee allowed by the court In this contested judicial accounting proceedings. ...
A Trustee wanted to take personal distributions from a trust that she would have been allowed if not for the fact that he was also the sole trustee of the trust. Surrogate Robert Gigante in Staten Island (Richmond County) noted without appointment of a co-trustee,...
Bronx County Surrogate Nelida Malave-Gonzalez recently granted a summary judgment motion by an Executor seeking dismissal of objections by decedent’s mother and brother in a proceeding seeking to lift restrictions within the letters testamentary to distribute net proceeds of a personal injury claim....