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New York & North Carolina

Surviving Spouse Inheritance Returned


We are proud to have earned a seven-figure ruling in favor of a surviving spouse. In this particular case, two large assets were diverted through a complex trust and funding formula to the wrong beneficiary. Parisi, Coan & Saccocio, PLLC, successfully argued that the beneficiary designation forms were not properly followed by the trustees of her late husband and they were ordered by the NYS Appellate Division, 3rd Department, to return those monies to the spouse.