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MATTER OF KEYBANK N.A.

NO. 2016-769

58 Misc.3d 235 (2017)

67 N.Y.S.3d 407

2017 N.Y. Slip Op. 27321

In the Matter of KEYBANK NATIONAL ASSOCIATION et al., Petitioners.

Surrogate's Court, Saratoga County.

Decided September 25, 2017.

Attorney(s) appearing for the Case

Wilcenski & Pleat PLLC, Clifton Park ( Edward V. Wilcenski of counsel), for petitioners.

Stephen M. Dorsey , County Attorney, Ballston Spa ( Hugh G. Burke of counsel), for Saratoga County Department of Social Services, objectant.

OPINION OF THE COURT

Against the backdrop of a myriad of complex federal and state statutes and regulations governing Medicaid eligibility, this case analyzes the extent and limitations of the authority of a local department of social services in an application to modify or reform a supplemental needs trust.

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