As the days of summer came to a close and various changes of fall subtly made an entrance, opinions addressing a multitude of issues affecting trusts and estates also debuted. Below is a sampling of the many opinions that emerged over the past three months.
Privilege and Its Exceptions
In Stevens v. Cahill, Jr., the Surrogate’s Court, New York County, was confronted with a motion to quash a subpoena served by the defendants on counsel for the plaintiff, and for a protective order. The underlying action, which was transferred from the Supreme Court to the Surrogate’s Court, involved ownership of four works of art, which the plaintiff claimed were gifted to her by the decedent, who was her long-term romantic partner. Also at issue was the ownership of shares in a New York condominium, as well as the contents of the condominium unit, and the proceeds of a bank account.
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