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  • Estate of Mabie

    Publication Date: 2022-07-22
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorneys for Petitioner: Williams S. Nolan and Lucy Kats, Whiteman Osterman & Hanna, LLP, Albany.
    for defendant: Attorney for Respondent Melissa Gross, Joseph L. Kay, East Greenbush.
    Case Number: 2020-381/B

    Petitioner Fails to Establish Issues of Fact as to Decedent's Capacity

  • Matter of Bartolini

    Publication Date: 2021-06-25
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for Petitioners: Jennifer M. Boll, Esq., Maria Bartolini, Anna Hoover and John Spiak, Bond, Schoeneck & King, PLLC, Albany.
    for defendant: Attorney for Respondent Maria Kunze, Ilasz & Associates: Livius Ilasz, Esq., New York City.
    Case Number: 2017-1185/A

    Petitioner Administrators Mishandled Decedent's Fidelity IRA to Respondent's Detriment

  • Matter of Benson

    Publication Date: 2019-08-19
    Practice Area: Trusts and Estates
    Industry:
    Court: Surrogate's Court, Albany
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for Petitioner Catherine L. Shufelt: Frederick M. Altman, Esq., Formerly Known as Catherine L. Benson, Law Offices of Frederick M. Altman, Albany, New York.
    for defendant: Attorney for Respondent Weitz & Luxenberg, P.C.: Peter J. Moschetti, Esq., Anderson, Moschetti & Taffany, PLLC, Latham, New York. Attorney for Robert Thomas Benson: Michael E. Basile, Esq., Higgins, Roberts & Suprunowicz, P.C., Schenectady, New York.
    Case Number: 2004-404/AV

    Fiduciary Had 'Relationship Approaching Privity' With Firm to Maintain Malpractice Claim

  • Matter of Marriott, 2016-499/A

    Publication Date: 2017-10-10
    Practice Area:
    Industry:
    Court: Surrogate's Court, Albany County
    Judge: Surrogate Stacy Pettit
    Attorneys: For plaintiff: Attorney for petitioner: Margaret Z. Reed, Esq., Slingerlands, New York.
    for defendant: Respondent: Robert K. Marriott, Delmar, New York.
    Case Number: 2016-499/A

    Son Fails to Prove Father Not Qualified To Act as Fiduciary of Mother's