Legal Opinion

In re the Estate of Blumenkrantz

New York Surrogate's Court

Decided November 22, 2006PublishedCited by 4 opinions

1Opinion of the Court

OPINION OF THE COURT

John B. Riordan, J.

In this accounting proceeding, the court must determine the effect of an arbitration clause in an agreement wherein the trustee delegated his investment function pursuant to EPTL 11-2.3 (c) (3).

This is a proceeding to judicially settle the intermediate accounts of David Blumenkrantz, trustee of a testamentary trust created under the will of Renee Blumenkrantz. The last will and testament of Renee Blumenkrantz, duly admitted to probate by a decree of this court dated September 24, 1999, divides the residuary estate into two parts, one half to David…

2Cases cited25 opinions

  1. Volt Info. Sciences, Inc. v. Bd. of Trustees of Leland Stanford Jr. U.Supreme Court of the United States · 1989
  2. Southland Corp. v. KeatingSupreme Court of the United States · 1984
  3. Allied-Bruce Terminix Cos., Inc. v. DobsonSupreme Court of the United States · 1995
  4. Perry v. ThomasSupreme Court of the United States · 1987
  5. Chauffeurs, Teamsters & Helpers Local No. 391 v. TerrySupreme Court of the United States · 1990

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3Cited by4 opinions

  1. Wade Harvey, Ex Rel. Alexis Breanna Gladden v. Cumberland Trust And Investment CompanyTennessee Supreme Court · 2017
  2. McArthur v. McArthurCalifornia Court of Appeal · 2014
  3. Smith v. Multi-Financial Securities Corp.Colorado Court of Appeals · 2007
  4. Braddock Financial Corp. v. Washington Mutual BankDistrict Court, D. Colorado · 2009

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