1. Home
  2. Browse Decisions
  3. A.D.3d
  4. 208 A.D.3d
  5. 208 A.D.3d 758 (2022)
 

FRANCO v. MORGAN STANLEY SMITH BARNEY, LLC

2020-03973. Index No. 616886/19.

208 A.D.3d 758 (2022)

174 N.Y.S.3d 101

2022 NY Slip Op 05024

Lori Franco et al., Appellants, v. Morgan Stanley Smith Barney, LLC, Defendant, and Estate of Vincent Buonomo, Deceased, Respondent.

Appellate Division of the Supreme Court of New York, Second Department.

Decided August 24, 2022.

Attorney(s) appearing for the Case

Anthony S. Cannatella , Manhasset, NY ( Edward H. Kyle III of counsel), for appellants.

Law Offices of Daniel J. Costello, P.C., Garden City, NY, for respondent Estate of Vincent Buonomo.

Barros, J.P., Chambers, Miller and Dowling, JJ., concur.

Ordered that the order is affirmed, with costs.

On October 9, 2007, Theresa Buonomo (hereinafter Theresa) executed an IRA adoption agreement funded by the defendant Morgan Stanley Smith Barney, LLC (hereinafter Morgan Stanley), designating the plaintiffs as equal beneficiaries. The IRA adoption agreement provided that "[y]ou may change your Beneficiary designations at any time." On September 6, 2016, Theresa executed a form titled "IRA Designation of Beneficiary"...

Let's get started

Leagle.com

Welcome to the leading source of independent legal reporting
Sign on now to see your case.
Or view more than 10 million decisions and orders.

  • Updated daily.
  • Uncompromising quality.
  • Complete, Accurate, Current.

Listed below are the cases that are cited in this Featured Case. Click the citation to see the full text of the cited case. Citations are also linked in the body of the Featured Case.

Cited Cases

  • No Cases Found

Listed below are those cases in which this Featured Case is cited. Click on the case name to see the full text of the citing case.

Citing Cases