As we enter the final months of 2023, we consider some of the interesting decisions affecting trusts and estates that rounded out the summer season.

Appellate Court Addresses Claim Based on Separation Agreement and Divorce Decree

In In re Panella, the Appellate Division, Fourth Department, affirmed an Order of the Surrogate’s Court, Oneida County, which denied petitioners’ motion for summary judgment and, following a hearing, dismissed the proceeding for enforcement of a separation agreement and divorce decree.

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