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Trusts and Estates

Proof Requirements for Constructive Trust.

In this case the Second Department included a clear discussion of the elements of proof necessary to create a constructive trust: “(1) a confidential or fiduciary relationship, (2) a promise, (3) a transfer in reliance thereon, and (4) unjust enrichment…”.  Henning vs Henning, 2011-09955, Index No. 11901/11 Second Dept. 2-20-13

 

February 20, 2013
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Trusts and Estates

Rights of Adopted Children.

In a full-fledged opinion by Justice Austin, the First Department determined, as a case of first impression, an adopted child of the decedent should share in trusts created by the decedent even though the decedent’s wife surrendered the child for a second adoption eight years after the adoptive father’s death and the admission of his will to probate.  The opinion includes a discussion of the rights of adopted children in this context.  Matter of Svenningsen, 2010-11057, 2010-11113, 2010-11114 Second Dept. 2-6-13

 

February 6, 2013
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