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LUCAS v. CHARLES SCHWAB & CO. INC.

A19A1991.

841 S.E.2d 150 (2020)

LUCAS v. CHARLES SCHWAB & COMPANY INC. IRA Account No. XXXX-2410 et al.

Court of Appeals of Georgia.

March 13, 2020.

Attorney(s) appearing for the Case

Panos P. Constantinides , for Appellant.

Keisha Oldacre Coleman , Atlanta, Jeremy Alexander Moulton , Conyers, for Appellees.

This is a dispute about the ownership of Nicholas Baches' IRA. After Baches died, his sister, Martha Baches Lucas, filed this action seeking a declaration that Baches' estate, not the named beneficiary, owns the account. The named beneficiary is his former wife, Sharon Baches.

The case went to trial. The jury returned...

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