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MATTER OF FRANK A. CLEMENTE TWO-YEAR GRANTOR RETAINED ANNUITY TRUST

535199.

2024 NY Slip Op 00473

In the Matter of the Frank A. Clemente Two-Year Grantor Retained Annuity Trust. Frank Clemente Jr., as Successor Trustee of the Frank A. Clemente Two-Year Grantor Retained Annuity Trust, Respondent; Geri Lee Ide et al., Respondents, and Paul Clemente, Appellant.

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

Decided February 1, 2024.

Attorney(s) appearing for the Case

Mandel Clemente, PC, East Greenbush ( Linda A. Mandel Clemente of counsel), for appellant.

Tabner, Ryan & Keniry, LLP, Albany ( Eric N. Dratler of counsel), for Geri Lee Ide, respondent.

Hinman Straub PC, Albany ( David B. Morgen of counsel), for Robert Clemente, respondent.

Before: Egan Jr., J.P., Pritzker, Ceresia, Fisher and Powers, JJ.

Appeal from an order of the Surrogate's Court of Rensselaer County (Paul V. Morgan Jr., S.), entered March 7, 2022, which denied respondent Geri Lee Ide's motion to dismiss a citation.

In 2016, Frank A. Clemente died, leaving assets in several trusts, including the trust at issue in this case. The beneficiaries of this trust...

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