Wills, Trusts & Estates keyed to Dobris
Benjamin v. Morgan Guar. Trust Co
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- Parties: Identifies the cast of characters involved in the case.
- Procedural Posture & History: Shares the case history with how lower courts have ruled on the matter.
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Plaintiffs argued that the appointments, which were made by Decedent’s widow and beneficiary, were invalid because the appointments were contrary to the testamentary intent of Decedent. Plaintiffs claimed that the appointments, made of the remainder of the marital trust, to the two hospital intervenors, were made pursuant to an agreement with the trustee, were contrary to the intention of Decedent when he created the power of appointment, and invalid by reason of New York Estate Powers and Trusts Law Section: 10-5.3.
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