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Wills, Trusts & Estates Keyed to Bonfield
Sankel v. Spector
Citation:
33 A.D.3d 167 (N.Y. Ct. App. 2006)Facts
Eleanor Spector created a trust in 2004 to provide for her own needs and her beneficiaries, Linda Spector and Barbara Berlin. The trust named Linda and Barbara as co-trustees and provided for equal distributions to them, with the remainder going to Barbara’s son after their deaths. After Eleanor passed away in January 2004, disputes arose over the role of co-trustee. Linda invited Sankel, a designated co-trustee, to dinner and asked him to step aside in favor of her fiancé, Jacobs, due to family conflicts. Sankel, unaware of his designation as a trustee, expressed concerns over the trust’s provisions and resisted stepping down. Despite numerous attempts by Linda and Jacobs to replace him, Sankel continued his efforts to fulfill his co-trustee duties. Eventually, Sankel accepted the co-trusteeship in April 2004, after speaking with Barbara, who urged him to retain his position.
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