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Legal Opinion

In re the George Goldberg Irrevocable Trust

New York Surrogate's Court

Decided January 18, 1994PublishedCited by 4 opinions

1Opinion of the Court

OPINION OF THE COURT

Renee R. Roth, S.

This is an application to split an irrevocable trust created by George Goldberg in 1956 into three subtrusts to enable the trustee to invest the assets in a manner that will meet the disparate financial needs and investment goals of the individual trust beneficiaries. The proposed severance will in no way alter the dispositive terms of the indenture and will not result in any increase in trustee’s commissions.

*1108There is ample precedent for the severance of trusts. But, in all the previous cases (except where trusts were salvaged from violating the rule…

2Cases cited6 opinions

  1. In Re Proving the Will of MountNew York Court of Appeals · 1906
  2. In Re the Will of HornerNew York Court of Appeals · 1924
  3. In Re the Will of ButtnerNew York Court of Appeals · 1926
  4. In re the Estate of ChoateNew York Surrogate's Court · 1988
  5. In re the Estate of NossiterNew York Surrogate's Court · 1990

1 more not listed; retrieve them via the Exa API.

3Cited by4 opinions

  1. In re Heller Inter Vivos TrustNew York Surrogate's Court · 1994
  2. WELLS, MARK D. v. THE HURLBURT ROAD COMPANY, LLCAppellate Division of the Supreme Court of the State of New York · 2016
  3. In re PaceNew York Supreme Court · 1999
  4. Merer v. RomoffNew York Supreme Court · 1997

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