Legal Question in Wills and Trusts in New York

my parents have passed away and we are trying to resolve their accounts. I am having an issue with an account with Morgan Stanley. My mother had a employee benefit trust with them but the company is defunct now. After many months of dealing with Morgan Stanley they now say that I need a court order for successor trustee for this paln. What do I need to do?


Asked on 6/21/11, 5:44 am

1 Answer from Attorneys
Anthony Park Anthony S. Park, PLLC

You may have to Petition the Court to name a Successor Trustee, depending on the Trust terms and whether you have standing to do so. You should contact an attorney and provide more details to get a better sense of what needs to be/can be done. You may contact our office at 212-401-2990 for a brief complimentary consultation.

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Answered on 6/21/11, 8:12 am


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