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Massachusetts SJC Grants Appellate Review to Consider Legal Relationship Between Commercial Custodian of IRAs and Named Beneficiary

Publisher: Boston Bar Association
November 19, 2019
Day Pitney Author(s) Kaitlyn Sapp

Kaitlyn Sapp authored a blog post, "Massachusetts SJC Grants Appellate Review to Consider Legal Relationship Between Commercial Custodian of IRAs and Named Beneficiary," which was published on November 19 on the Boston Bar Association Trusts and Estates Section's blog. The piece discusses the Massachusetts Supreme Judicial Court opinion in UBS Financial Services, Inc. v. Donna M. Aliberti, a case involving the legal relationship between a commercial custodian of individual retirement accounts and a named beneficiary of those accounts upon the passing of the original account holder.


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