Cooper v. D'Amore

STAHL, Circuit Judge.

In 2003, Peter M. Cooper, Jr. (“decedent”) established .an Individual Retirement Account (“IRA”) with Mesirow Financial (“Mesirow IRA”), and designated his then wife, Alyssa Jane D’Amore (“D’Amore”), as beneficiary. In 2006, the couple divorced, but decedent never revoked the beneficiary designation. In 2011, decedent transferred the majority of his Mesirow IRA assets to a TD Ameritrade IRA. In 2012, upon decedent’s death, Mesi-row distributed the assets remaining in the Mesirow IRA to D’Amore. Carol Diane Cooper, the mother and primary beneficiary of decedent, and John…