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  • Estate of Urban

    Publication Date: 2022-07-25
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for Petitioner: Jennifer Allinson of counsel, Letitia James, Attorney General, Albany.
    for defendant: Attorney for Respondent: John J.E. Markham, II, Boston. Attorney for Chris Cioffi and Ellis Hospital Foundation, Inc.: Eric N. Dratler, Tabner Ryan, Keniry, LLP, Albany. Attorney for the Northeast Health Foundation, Inc., Richard A. Frankel, Rivkin Radler, LLP, Albany.
    Case Number: 2013-241/A

    Court Admits Earlier Will to Probate After Attorney Executor Steals Millions

  • Estate of Mabie

    Publication Date: 2022-07-22
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorneys for Petitioner: Williams S. Nolan and Lucy Kats, Whiteman Osterman & Hanna, LLP, Albany.
    for defendant: Attorney for Respondent Melissa Gross, Joseph L. Kay, East Greenbush.
    Case Number: 2020-381/B

    Petitioner Fails to Establish Issues of Fact as to Decedent's Capacity

  • Spiro v. Spiro

    Publication Date: 2021-12-20
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for Petitioner: Paul DerOhannesian II, DerOhannesian and DerOhannesian, Albany.
    for defendant: Attorney for Respondents: Lucy Kats, Whiteman Osterman and Hanna LLP, Albany.
    Case Number: 2021-545/C

    Decedent's Sons Fail to Show Estate Would Be Irreparably Harmed Absent Injunctive Relief

  • Matter of Kosmo Family Trust

    Publication Date: 2021-09-14
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for Petitioners: Richard D. Cirincione, Esq., McNamee Lochner, PC, Albany.
    for defendant: Attorney for Respondent: William F. Ryan, Jr., Esq., Tabner, Ryan & Keniry, LLP, Albany.
    Case Number: 2018-235/A

    Issues of Fact Exist as to Whether Trust's Amendments Were a Product of Undue Influence

  • Matter of Estate of Littman

    Publication Date: 2021-08-20
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorneys for Petitioner Susan Littman: Christopher Massaroni, Esq. and Michael D. Zahler, Esq., Hodgson Russ LLP, Albany.
    for defendant: Attorneys for Respondent Paul Littman: Jay A. Organek, Esq. and Stuart F. Klein, Esq., Bond, Schoeneck & King, PLLC, Buffalo. William J. Keniry, Esq., Guardian ad Litem, Tabner, Ryan and Keniry LLP, Albany.
    Case Number: 2020-568/C

    Respondent Relinquishing Funds Into GAL's Escrow Did Not Render Discovery Proceeding Moot

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    Lancaster County & Berks County Court Rules 2024

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  • Matter of Bartolini

    Publication Date: 2021-06-25
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for Petitioners: Jennifer M. Boll, Esq., Maria Bartolini, Anna Hoover and John Spiak, Bond, Schoeneck & King, PLLC, Albany.
    for defendant: Attorney for Respondent Maria Kunze, Ilasz & Associates: Livius Ilasz, Esq., New York City.
    Case Number: 2017-1185/A

    Petitioner Administrators Mishandled Decedent's Fidelity IRA to Respondent's Detriment

  • Matter of Kirsch

    Publication Date: 2021-06-22
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorneys for Petitioners: Thomas J. Collura, Esq., Christopher Massaroni, Esq., and Michael D. Zahler, Esq., Hodgson Russ LLP, Albany.
    for defendant: Attorneys for Respondent Alex L.: Javier Mendez, Esq. and Claire E. McRae, Esq., Lemery Greisler LLC, Albany. Patricia J. Shevy, Esq., Guardian ad Litem, The Shevy Law Firm LLC, Albany.
    Case Number: 81053

    Primary Beneficiary Precluded by Res Judicata From Objecting to Improper Funding of Trust

  • Matter of Estate of Hoyte

    Publication Date: 2021-04-16
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for Petitioner: David H. Larkin, Esq., Gair, Gair, Conason, Rubinowitz, Bloom, Hershenhorn, Steigman & Mackauf, New York.
    for defendant: Attorney for Respondent Albany County Department of Social Services: Albert F. Dingley, Esq., Office of the Albany County Attorney, Albany. Guardian ad litem for Respondent Trennice Hoyte: Robert M. Gottheim, Esq., Albany. Guardian ad litem for Respondent Harryson Hoyte: Patricia J. Shevy, Esq., Albany.
    Case Number: 2014-711/A

    DSS Precluded From Entitlement to Share in Net Settlement Proceeds by Supreme Court Order

  • Matter of the Estate of Mahoney

    Publication Date: 2019-09-24
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: for Petitioner: William E. Koughn, Richard D. Cirincione, Esq., Co-Counsel, McNamee Lochner P.C., Albany.
    for defendant: for Petitioner: William E. Koughn, Christina Tangredi, Esq., Co-Counsel, West Sand Lake. Attorney for Respondents George D. Mahoney and Steven D. Mahoney: William F. Ryan, Jr., Esq., Tabner, Ryan & Keniry, LLP, Albany.
    Case Number: 2017-836/H

    Co-Executors, Trustees Raise Fact Issues Denying Petitioner Motion to Compel Payments

  • Matter of Benson

    Publication Date: 2019-08-19
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for Petitioner Catherine L. Shufelt: Frederick M. Altman, Esq., Formerly Known as Catherine L. Benson, Law Offices of Frederick M. Altman, Albany, New York.
    for defendant: Attorney for Respondent Weitz & Luxenberg, P.C.: Peter J. Moschetti, Esq., Anderson, Moschetti & Taffany, PLLC, Latham, New York. Attorney for Robert Thomas Benson: Michael E. Basile, Esq., Higgins, Roberts & Suprunowicz, P.C., Schenectady, New York.
    Case Number: 2004-404/AV

    Fiduciary Had 'Relationship Approaching Privity' With Firm to Maintain Malpractice Claim