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STEER WEALTH MANAGEMENT v. DENSON

NO. 01-17-00066-CV.

537 S.W.3d 558 (2017)

STEER WEALTH MANAGEMENT, LLC, Appellant v. Margaret DENSON, a Texas Resident Individual, Suing Individually and as Executor of the Estate of John David Denson, Appellee.

Court of Appeals of Texas, Houston (1st Dist.).

Opinion issued September 7, 2017.

Attorney(s) appearing for the Case

Donald R. Littlefield , Susan A. Logsdon , BALLARD & LITTLEFIELD, LLP, 3700 Buffalo Speedway, Suite 250, Houston, TX 77098, for Appellant.

Samuel B. Edwards , Ryan S. Cook , SHEPHERD, SMITH, EDWARDS & KANTAS, LLP, 1010 Lamar Street, Suite 900, Houston, TX 77002, Matthrew J.M. Prebeg, Brent T. Caldwell, PREBEG, FAUCETT & ABBOT, PLLC, for Appellee.

Panel consists of Chief Justice Radack and Justices Keyes and Massengale.

OPINION

In this interlocutory appeal, Margaret Denson, in her individual capacity and as executor of the estate of her late husband, John David Denson, sued Steer Wealth Management, LLC, for causes of action including breach of contract and fraud arising out of the alleged improper transfer of assets from several...

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