Legal Opinion

In re the Trust Made by Jensen

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

Decided April 26, 2007PublishedCited by 2 opinions

1Opinion of the CourtRose, J.

Appeal from an order of the Supreme Court (LaBuda, J.), entered January 13, 2006 in Sullivan County, which, in a proceeding pursuant to CPLR article 77, dismissed the petition.

The Jensen Revocable Trust, expressly governed by the laws of Florida, was executed by Erland A. Jensen and Eleanor M. Jensen in 1999 and named respondent, their daughter, as a beneficiary and successor trustee. Following Eleanor Jensen’s death in 2004—her husband had predeceased her—all of her estate’s assets were transferred to the trust pursuant to her will. In 2005, petitioners, who are respondent’s siblings and…

2Cases cited2 opinions

  1. Fry v. Village of TarrytownNew York Court of Appeals · 1997
  2. In re the Estate of WitherillAppellate Division of the Supreme Court of the State of New York · 2003

3Cited by2 opinions

  1. Matter of Chain TrustAppellate Division of the Supreme Court of the State of New York · 2023
  2. In re the Compulsory Accounting of the Lifetime Trust of SrozenskiAppellate Division of the Supreme Court of the State of New York · 2010

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