§ 207 — Lifetime trusts; jurisdiction and venue 1

New York § 207

• Jurisdiction: New York
• Law SCP: Surrogate's Court Procedure
• Art. 2: Jurisdiction and Powers

Text

§ 207. Lifetime trusts; jurisdiction and venue\n 1. The surrogate's court of any county has jurisdiction over the\nestate of any lifetime trust which has assets in the state, or of which\nthe grantor was a domiciliary of the state at the time of the\ncommencement of a proceeding concerning the trust, or of which a trustee\nthen acting resides in the state or, if other than a natural person, has\nits principal office in the state. The proper venue for proceedings\nrelating to such lifetime trusts is the county where (a) assets of the\ntrust estate are located, or (b) the grantor was domiciled at the time\nof the commencement of a proceeding concerning the trust, or (c) a\ntrustee then acting resides, or, if other than a natural person, has its\nprincipal office.\n 2. Where venue may lie in more than one county under the provisions of\nsubdivision one, the court where a proceeding is first commenced with\nproper venue shall retain jurisdiction, and matters relating to the\nestate of the lifetime trust pending in the surrogate's courts of other\ncounties shall be transferred to it.\n 3. A surrogate shall transfer any proceeding to the surrogate's court\nof the proper county either on his own motion or on the motion of any\nparty.\n