Legal Opinion

In re the Estate of Klosinski

New York Surrogate's Court

Decided June 24, 2002PublishedCited by 4 opinions

1Opinion of the Court

OPINION OF THE COURT

Michael H. Feinberg, S.

This is a motion for summary judgment in a proceeding to declare a trust invalid, which previously has been consolidated by stipulation with a contested probate proceeding.

The decedent died on July 23, 1998, survived by two nieces, Lorraine Neri, the petitioner, and Joan Ozga, the objectant. On April 12, 1997, he executed an “Estate Planning Portfolio,” drafted by two attorneys, George Banat (Banat) and Thaniel Beinert (Beinert). The portfolio included a will, trust, living will and health care proxy. The will is a four-page document under which his…

2Cases cited40 opinions

  1. Zuckerman v. City of New YorkNew York Court of Appeals · 1980
  2. Alvarez v. Prospect HospitalNew York Court of Appeals · 1986
  3. Friends of Animals, Inc. v. Associated Fur Manufacturers, Inc.New York Court of Appeals · 1979
  4. Noble State Bank v. HaskellSupreme Court of the United States · 1911
  5. Phillips v. Joseph Kantor & Co.New York Court of Appeals · 1972

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3Cited by4 opinions

  1. IMO Theodore BransCourt of Chancery of Delaware · 2018
  2. In Re: MarkusDistrict Court, S.D. New York · 2020
  3. In re the Estate of D'EliaNew York Surrogate's Court · 2013
  4. SS Body Armor I, IncUnited States Bankruptcy Court, D. Delaware · 2021

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