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MATTER OF JEREMAIS v. LINCOLN LIFE & ANNUITY CO. OF N.Y.

Index No. 152420/20. Appeal No. 16540-16540A. Case No. 2021-01300. 2022-00659.

209 A.D.3d 583 (2022)

177 N.Y.S.3d 232

2022 NY Slip Op 05951

In the Matter of Harry Jeremais, as Trustee for the Maryanna Jeremias Irrevocable Trust, et al., Appellants, v. Lincoln Life & Annuity Company of New York et al., Respondents.

Appellate Division of the Supreme Court of New York, First Department.

Decided October 25, 2022.

Attorney(s) appearing for the Case

Tuttle Yick LLP, New York ( Gregory O. Tuttle , of counsel) for appellants.

Joseph J. Haspel , Middletown, for respondents.

Concur—Manzanet-Daniels, J.P., Kennedy, Scarpulla, Mendez, Higgitt, JJ.

Order, Supreme Court, New York County (Debra A. James, J.), entered March 15, 2021, which denied the petition seeking a declaration that petitioners are authorized to enter into a transaction to sell or transfer assets of the Maryanna Jeremais Irrevocable Trust, including a life insurance policy issued by respondent Lincoln Life & Annuity Company of New York, declared in favor of intervenor-respondent trustee Abraham Jeremais...

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