Legal Opinion

In re the Estate of Trigoboff

New York Surrogate's Court

Decided January 15, 1998PublishedCited by 3 opinions

1Opinion of the Court

OPINION OF THE COURT

Eve Preminger, S.

This application by the executor of the estate of Martin Trigoboff seeks a determination of the beneficiary of decedent’s individual retirement account (IRA). At issue is whether a *371testamentary disposition of an IRA in a will predating decedent’s marriage supersedes the IRA’s generic default designation in favor of the surviving spouse. For the reasons described below, the court holds that, absent evidence of a contrary intent of the testator, a specific testamentary disposition overrides a default designation.

Martin Trigoboff died on January 6, 1997,…

2Cases cited8 opinions

  1. Kane v. Union Mutual Life InsuranceAppellate Division of the Supreme Court of the State of New York · 1981
  2. Aetna Life Insurance v. SterlingAppellate Division of the Supreme Court of the State of New York · 1962
  3. In re the Construction of the Will of StephanNew York Surrogate's Court · 1950
  4. In re the Estate of JaccomaAppellate Division of the Supreme Court of the State of New York · 1988
  5. In re the Estate of ZiolkowskiNew York Surrogate's Court · 1965

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3Cited by3 opinions

  1. Lincoln Life & Annuity Co. v. CaswellAppellate Division of the Supreme Court of the State of New York · 2006
  2. Freedman v. FreedmanDistrict Court, E.D. New York · 2000
  3. Amex Assurance Co. v. CaripidesDistrict Court, S.D. New York · 2002

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