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Case Study

Case Study

In a Case of First Impression in New York, Surrogate’s Court Holds That There Is No Basis in “Law or in Logic” to Impose Forfeiture on Individual Beneficiaries Challenging an Instrument Containing an In Terrorem Clause in Their Fiduciary Capacities

October 14, 2024/4 minute read

Beneficiaries Acting in a Fiduciary Capacity Do Not Lose Their Personal Bequests by Challenging Instruments with an In Terrorem Clause In a case of first impression in New York, CLM…

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