Legal Opinion

In re Asch

New York Surrogate's Court

Decided July 30, 1992PublishedCited by 2 opinions

1Opinion of the Court

*116OPINION OF THE COURT

Renee R. Roth, S.

Petitioner, Marion Asch, the trustee and income beneficiary of five modest trusts, requests permission to consolidate all the trusts in order to simplify administration and reduce expenses.

This proceeding is brought in the estate of petitioner’s mother, Sarah H. Mednick, who died in 1959.

Four of the trusts are inter vivas trusts, created on the same date, December 28, 1948, two by Mrs. Mednick and one each by petitioner and her brother, Henry. The fifth trust is a testamentary trust created under Mrs. Mednick’s will.

By virtue of the sequence of death among…

2Cases cited1 opinion

  1. In re the Estate of MarcusNew York Surrogate's Court · 1990

3Cited by2 opinions

  1. In Re the Judicial Settlement of the Intermediate Account of HSBC Bank USA, N.A.Appellate Division of the Supreme Court of the State of New York · 2012
  2. Wagenstein v. ShwartsAppellate Division of the Supreme Court of the State of New York · 2011

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