Legal Opinion

In re Trusts

Appellate Division of the Supreme Court of the State of New York

Decided December 15, 2003PublishedCited by 6 opinions

1Opinion of the Court

In a proceeding to determine the validity of two trusts as well as the purported exercises of powers of appointment over the corpus of the trusts, Arnold Marcus, Bonnie Marcus, Jonathan Marcus, Sloane Marcus, and Harvey Serota appeal from an order of the Surrogate’s Court, Nassau County (Riordan, S.), dated March 28, 2002, as amended September 3, 2002, which determined that the trusts were valid and that the exercises of the powers of appointment were valid.

Ordered that the appeal insofar as taken by Bonnie Marcus, Jonathan Marcus, and Sloane Marcus is dismissed as abandoned (see 22 NYCRR…

2Cases cited2 opinions

  1. Orentreich v. Prudential Insurance Co. of AmericaAppellate Division of the Supreme Court of the State of New York · 2000
  2. In re Certain Trusts Created by Certain Agreements Dated April 25, 1968 between Marcus & KaplanNew York Surrogate's Court · 2002

3Cited by6 opinions

  1. In re DomanAppellate Division of the Supreme Court of the State of New York · 2009
  2. In re the Estate of MaliszewskiAppellate Division of the Supreme Court of the State of New York · 2007
  3. In Re: MarkusDistrict Court, S.D. New York · 2020
  4. Klein v. KleinAppellate Division of the Supreme Court of the State of New York · 2026
  5. Matter of EpsteinAppellate Division of the Supreme Court of the State of New York · 2022

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