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Posts Categorized: Trusts and Estates

Posted: August 13, 2018

Article 77 Proceeding Excludes Beneficiaries of Trusts That Hold Interests in Trusts That are the Subject of the Proceeding

On August 7, 2018, Justice Friedman of the New York County Commercial Division issued a decision in Matter of Wells Fargo Bank, N.A., 2018 NY Slip Op. 31883(U), holding that beneficiaries of trusts that held interests in trusts that were the subject of an Article 77 proceeding did not have standing to appear in the… Read more »

Posted: October 20, 2015

Client Q&A: I am the beneficiary of a trust, and I’m afraid the Trustee is taking advantage of me. What can I do about it?

I am the beneficiary of a trust, and I’m afraid the Trustee is taking advantage of me. What can I do about it? By Niall D. O’Murchadha Disputes between trustees and beneficiaries are sadly common, and have been happening since trusts were first invented thousands of years ago. As far as we know, trust law… Read more »