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MATTER OF ZIV

File No. 2022-980/A.

80 Misc.3d 973 (2023)

197 N.Y.S.3d 860

2023 NY Slip Op 23270

In the Matter of MOSHE ZIV, as Trustee of the RICHARD L. WEISMAN 1996 TRUST.

Surrogate's Court, Dutchess County.

Decided September 7, 2023.

Attorney(s) appearing for the Case

Morgan, Lewis & Bockius LLP, New York City (Peter C. Neger of counsel), for Richard L. Weisman, Jr., respondent.

Bond, Schoeneck & King, PLLC, Rochester (Edward C. Radin, Brian Laudadio and Kathleen H. McGraw of counsel), for petitioner.

OPINION OF THE COURT

Background

By way of background, petitioner Moshe Ziv is the trustee of an inter vivos trust established on September 4, 1996, known as the Richard L. Weisman 1996 Trust. The Trust was amended and restated on May 13, 2013, and further amended on August 10, 2013. Petitioner was appointed...

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