Leona Helmsley may have been known as the "Queen of Mean" but today’s Wall Street Journal reminds us that she left about five billion dollars to her foundation , The Leona M. and Harry B. Helmsley Charitable Trust which had a mission statement directing that a large portion of these funds be provided to the

The Brooke Astor trial is in full swing in New York County Supreme Court . The range of relevant articles published over the past ten days in the New York Times is so broad that I have simply provided a link to all of the Times stories published since the beginning of the month. The criminal trial of Brooke Astor’s son Anthony Marshall and her former attorney Frank Morrissey for allegedly forging her will and looting her estate truly has something for everyone.Continue Reading The Brooke Astor Trial — Something For Everyone

Jury selection has begun here in New York in the trial of Anthony D. Marshall and attorney Francis Morrissey who stand accused of forging the will of Marshall’s late mother, socialite Brooke Astor who died in August  2007 at the age of 105 and who left an estate of roughly 132 million dollars. In the year prior to his mother’s death, Marshall had been the subject of an investigation that he had neglected and abused her and had looted substantial amounts of her assets.Continue Reading Astor Trial Jury Selection Gets Underway

The limit for small estates for decedents dying after January 1 , 2009 has been raised in New York. In fact, it has doubled from fifteen thousand dollars to thirty thousand dollars. The filing fee for this simplified procedure is still just one dollar and it remains possible to handle a small estate without the

The dramatic saga of New York County Surrogate-elect Nora Anderson continues with the recent recommendation of the Commission on Judicial Conduct that she be suspended upon taking office on January 1st. The New York Times has reported that a letter sent by the commission to the Court of Appeals states that "“public confidence in the integrity of the judiciary, the courts and the administration of justice would be undermined” if Ms. Anderson presided over cases in Surrogate’s Court while facing criminal charges. Earlier this month, the Surrogate-elect was indicted on charges that she violated campaign finance laws concerning allegations concealing a $250,000 campaign contribution from her boss (who was also charged) and stating that she had advanced the funds herself from her own personal assets.  The limit imposed by state laws for an individual contribution to any campaign is $33,122.50 (a curious number indeed, especially when one considers the $2,300 limit on contributions to a presidential candidate).Continue Reading Judicial Conduct Commission Recommends Suspension Of New York County Surrogate-Elect

Today’s New York Times reports that the late Leona Helmsley has left a mission statement in connection with a testamentary trust valued as high as eight billion dollars. In it, she directs that virtually the entire fund be applied to the welfare of dogs. While Surrogate Renee R. Roth has already shown a willingness to modify

CNBC has reported that the litigation over the estate of the late hedge fund financier Seth Tobias is settled pending the approval of a Probate Judge in Florida Monday. Last December we reported here about the controversy raging since Tobias was found dead in his swimming pool in Palm Beach County  on September 4, 2007. Tobias’ brothers brought suit against his widow Filomena charging that she had murdered him by poisoning his pasta  and then luring into a swimming pool on the promise of sex with a male stripper.
Continue Reading CNBC Reports Settlement Of Tobias Case

One of the last interviews given by  Jacqueline Kennedy Onasis imparted a few words of wisdom which I have always tried to live by. She told her interviewer that the most important accomplishment of her life was getting her children to love each other. Unfortunately, as an article in today’s Long Island Business News shows,