StreetEasy: Talk - Estate planning gone bad; or, an ungrateful child

No, the intended gift was to the trust. The daughter was the first trustee, replaced by Zach "as per the terms of the trust."

We don't know who the beneficiaries would've been, since the trust agreement wasn't e-filed. Even had it been, the beneficiaries are often specified in a separate schedule that can be changed without reforming the trust itself.

What Bob's lawyer said in court, though, suggests that Zach was the beneficiary in 2011. ACRIS shows gifts of other apartments to the daughter and the other son, so my best guess is that Zach as trustee sued Bob on behalf of himself alone.

Source: http://streeteasy.com/nyc/talk/discussion/32740-estate-planning-gone-bad-or-an-ungrateful-child

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