N.Y. Surrogate's Court Procedure Act § 207: Lifetime trusts; jurisdiction and venue 1

§ 207. Lifetime trusts; jurisdiction and venue

1. The surrogate's court of any county has jurisdiction over the

estate of any lifetime trust which has assets in the state, or of which

the grantor was a domiciliary of the state at the time of the

commencement of a proceeding concerning the trust, or of which a trustee

then acting resides in the state or, if other than a natural person, has

its principal office in the state. The proper venue for proceedings

relating to such lifetime trusts is the county where (a) assets of the

trust estate are located, or (b) the grantor was domiciled at the time

of the commencement of a proceeding concerning the trust, or (c) a

trustee then acting resides, or, if other than a natural person, has its

principal office.

2. Where venue may lie in more than one county under the provisions of

subdivision one, the court where a proceeding is first commenced with

proper venue shall retain jurisdiction, and matters relating to the

estate of the lifetime trust pending in the surrogate's courts of other

counties shall be transferred to it.

3. A surrogate shall transfer any proceeding to the surrogate's court

of the proper county either on his own motion or on the motion of any

party.