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UBS Financial Services, Inc. v. Aliberti

SJC-12662
Argue Date: Monday April 1, 2019
*Summary:   Individual Retirement Accounts-- Whether a beneficiary of an Individual Retirement Account has stated claims for breach of fiduciary duty and violation of G.L. c. 93A against the custodian of the account.
Justices: Gants, C.J., Lenk, Gaziano, Lowy, Budd, Cypher, JJ.
Appellant: Donna M. Aliberti
Counsel for Appellant: Carmen A. Frattaroli, Esquire
Appellee: UBS Financial Services, Inc
Counsel for Appellee: John K. Wells, Esquire Cliff G. Anderson, Esquire
Court Appealed From: Suffolk Superior Court
Lower Court Judge: Karen F. Green, J.
Route to SJC: Further Appellate Review
Amici Curiae: Attorney General, Securities Industry and Financia

*Summary is not an official part of the court proceedings, it is presented so that those who access the website will have a general understanding of the legal issues in the case.

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