In re Dana
New York Supreme Court
1Opinion of the Court
OPINION OF THE COURT
Edward J. Greenfield, J.
Petitioner, coconservator of the property of conservatee A. Chauncey Newlin (ACN), moves to invalidate a trust created by ACN and his wife.
*816On September 10, 1980, ACN, a former senior partner and tax counsel at a major New York City law firm, and his wife, executed an agreement for the purpose of establishing a trust as defined in the Internal Revenue Code (US Code, tit 26, § 664, subd [d]). ACN and his wife, as grantors appointed themselves as trustees. ACN and his wife, by instrument in letter form, formally “transferred” to themselves as trustees,…
2Cases cited19 opinions
- Brown v. . SpohrNew York Court of Appeals · 1904
- Matter of FlaglerNew York Court of Appeals · 1928
- Farmers' Loan & Trust Co. v. WinthropNew York Court of Appeals · 1924
- In Re the Accounting of BrownNew York Court of Appeals · 1930
- Genet v. . HuntNew York Court of Appeals · 1889
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3Cited by4 opinions
- Bank of America National Association v. Bassman FBT, L.L.C.Appellate Court of Illinois · 2012
- Mendoza v. JPMorgan Chase Bank, N.A.California Court of Appeal · 2016
- In re KarpAppellate Division of the Supreme Court of the State of New York · 1989
- Burgest v. HSBC Bank, USA, N.A.Norfolk County Circuit Court · 2015