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Keven Danow As Trustee of the Rebecca Haber Testamentary Generation Skipping Trust v. New York Life Insurance Company

New York Supreme and/or Appellate Courts Appellate Division, First Department


January 29, 2013

KEVEN DANOW AS TRUSTEE OF THE REBECCA HABER TESTAMENTARY GENERATION SKIPPING TRUST,
PLAINTIFF-APPELLANT,
v.
NEW YORK LIFE INSURANCE COMPANY, DEFENDANT/COUNTERCLAIM PLAINTIFF, SUSANA N. BERNARDO, ETC., COUNTERCLAIM DEFENDANT-RESPONDENT,
RONALD KRAKAUER, ET AL., ADDITIONAL COUNTERCLAIM DEFENDANTS.

Danow v New York Life Ins. Co.

Published by New York State Law Reporting Bureau pursuant to Judiciary Law § 431.

This opinion is uncorrected and subject to revision before publication in the Official Reports.

Decided on January 29, 2013 Andrias, J.P., Sweeny, DeGrasse, Freedman, Richter, JJ.

Order, Supreme Court, New York County (Jeffrey K. Oing, J.), entered September 20, 2011, which, to the extent appealed from, denied plaintiff's motion for summary judgment, unanimously reversed, on the law, with costs, and summary judgment is awarded to plaintiff.

In his capacity as duly appointed guardian of Allyn Haber, plaintiff trustee changed the beneficiary of the subject life insurance policy from Haber to the trust established by Haber's mother for her benefit. Pursuant to his appointment as Haber's guardian in a proceeding brought under Mental Hygiene Law § 81.02 (see Index No. 10613 Queens Co. 2010), plaintiff was explicitly authorized to change the beneficiary of the life insurance policy, and the change was properly effected under the terms of the policy, McCarthy v Aetna Life Ins. Co., 92 NY2d 436 [1998].

There was no basis to challenge the guardian's decision to change the beneficiary of the policy at issue. The fact that there were two conflicting wills offered for probate after Allyn Haber's death is not a basis for attacking the actions of the guardian. In this case, the guardian's actions were both prudent and consistent with the powers granted by the guardianship court.

Based on the foregoing, New York Life Insurance Company is directed to pay the proceeds of the policy to the trustee subject to the court's determination of New York Life's claim for attorneys' fees.

THIS CONSTITUTES THE DECISION AND ORDER OF THE SUPREME COURT, APPELLATE DIVISION, FIRST DEPARTMENT.

ENTERED: JANUARY 29, 2013

CLERK

20130129

© 1992-2013 VersusLaw Inc.



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