In Matter of Hoppenstein, NYLJ 1202783016744 [Sur Ct, NY County 2017], the New York County Surrogate’s Court found the distribution of a life insurance policy from one trust to another trust which eliminated certain beneficiaries of the original trust was a valid exercise of the trustee’s discretionary power to distribute principal under the trust instrument.
Wall Street Journal: How to Help Your Parents with their Finances Amid Coronavirus
May 23, 2020 No Comments
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