Legal Opinion
Jacobs v. Mazzei
Appellate Division of the Supreme Court of the State of New York
Decided December 12, 2013PublishedCited by 2 opinions
1Opinion of the CourtGarry, J.
Appeal from an order of the Supreme Court (Connolly, J.), entered July 16, 2012 in Ulster County, which, among other things, granted defendants’ motion for summary judgment dismissing the complaint.
In 2007, Helen Van Alst (hereinafter decedent) opened an individual account and an individual retirement account (hereinafter IRA) at defendant Morgan Stanley Smith Barney, LLC (hereinafter MSSB). Decedent named no joint owners of the individual account and named her estate as the sole beneficiary of the IRA. Defendant Stephen J. Mazzei Jr. was later assigned as the financial advisor for these…
2Cases cited18 opinions
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3Cited by2 opinions
- National Association for Fixed Annuities v. United States Department of LaborDistrict Court, District of Columbia · 2016
- Matter of TuzzolinoAppellate Division of the Supreme Court of the State of New York · 2022