MATTER OF SCHULZE


23 Misc.3d 215 (2008)

869 N.Y.S.2d 896

In the Matter of JOYCE GERTRUDE SCHULZE, as Ward, to Create a Revocable Trust for the Ward's Primary Benefit.

Surrogate's Court, New York County.

Decided December 30, 2008.


Attorney(s) appearing for the Case

McLaughlin & Stern, New York City (Barbara A. Sloan of counsel), for guardians.

Evan A. Kornrich, New York City, guardian ad litem.


OPINION OF THE COURT

RENEE R. ROTH, S.

This application by the SCPA article 17-A guardians of the property of Joyce Gertrude Schulze, a mentally retarded person, seeking permission to transfer guardianship funds to a trust to be created for her lifetime benefit (with most of the remainder distributable to private foundations established by her brothers) requires the court to determine whether article 81...

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