IN THE MATTER OF ESTATE OF BLUMENKRANTZ


14 Misc.3d 462 (2006)

824 N.Y.S.2d 884

In the Matter of the Estate of RENEE BLUMENKRANTZ, Deceased.

Surrogate's Court, Nassau County.

November 22, 2006.


Attorney(s) appearing for the Case

Paduano & Weintraub LLP, New York City, for Wachovia Securities, respondent.

Murphy, Bartol & O'Brien, LLP, Mineola, for Katie Blumenkrantz, objectant.

Farrell Fritz, P.C., Uniondale, for David Blumenkrantz, petitioner.


OPINION OF THE COURT

JOHN B. RIORDAN, J.

In this accounting proceeding, the court must determine the effect of an arbitration clause in an agreement wherein the trustee delegated his investment function pursuant to EPTL 11-2.3 (c) (3).

This is a proceeding to judicially settle the intermediate accounts of David Blumenkrantz, trustee of a testamentary trust created under the will of Renee Blumenkrantz. The last will and testament of Renee Blumenkrantz...

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