Legal Opinion

In re Winters

New York Surrogate's Court

Decided August 4, 2009Published

1Opinion of the Court

OPINION OF THE COURT

Eugene E. Peckham, J.

*632The will offered for probate in this matter was executed on September 27, 1994 and nominates Jeanne E. Reardon as executor. At that time, Ms. Reardon was a legal secretary in the office of the attorney who prepared the will. SCPA 2307-a was added to the law in 1996 to provide that where the attorney who prepares a will is also nominated as executor therein certain disclosures must be made to the testator. SCPA 2307-a was amended in 2007 to provide that when an employee of the attorney who prepares the will is the executor-designee the disclosures…

2Cases cited4 opinions

  1. In re the Estate of GriffinNew York Surrogate's Court · 2007
  2. In re the Estate of DanyluckNew York Surrogate's Court · 2004
  3. In re the Estate of MossNew York Surrogate's Court · 2008
  4. In re the Estate of WagonerAppellate Division of the Supreme Court of the State of New York · 2006

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