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MATTER OF JENSEN

39 A.D.3d 1136 (2007)

835 N.Y.S.2d 497

In the Matter of the Trust Made by ERLAND A. JENSEN and Another. THOMAS E. JENSEN et al., Appellants; ANNE M. JENSEN, as Trustee of the Trust Made by ERLAND A. JENSEN et al., Respondent.

Appellate Division of the Supreme Court of the State of New York, Third Department.

Decided April 26, 2007.

Rose, J.

The Jensen Revocable Trust, expressly governed by the laws of Florida, was executed by Erland A. Jensen and Eleanor M. Jensen in 1999 and named respondent, their daughter, as a beneficiary and successor trustee. Following Eleanor Jensen's death in 2004—her husband had predeceased her—all of her estate's assets were transferred to the trust pursuant to her will. In 2005, petitioners, who are respondent's siblings and also beneficiaries of the...

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