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UBS FINANCIAL SERVICES, INC. v. ALIBERTI

SJC-12662.

483 Mass. 396 (2019)

UBS FINANCIAL SERVICES, INC. v. DONNA M. ALIBERTI.

Supreme Judicial Court of Massachusetts, Suffolk.

October 22, 2019.

Attorney(s) appearing for the Case

Carmen A. Frattaroli for the defendant.

John K. Wells for the plaintiff.

Glenn Kaplan , Assistant Attorney General, for the Attorney General, amicus curiae, submitted a brief.

David Goldberg & Susan Light , of New York, Robert T. Smith & Mary C. Fleming , of the District of Columbia, Christian Kemnitz , of Illinois, & William C. Pericak , for Securities Industry and Financial Markets Association, amicus curiae, submitted a brief.

Present: GANTS, C.J., LENK, GAZIANO, LOWY, BUDD, & CYPHER, JJ.

On appeal from an order granting judgment on the pleadings, we are called upon to consider the legal relationship between the commercial custodian of three nondiscretionary individual retirement accounts (IRAs) and a named beneficiary of those accounts upon the death of the original account holder. Quasi familial conflict following the...

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