Schlanger Insurance Trust v. John Hancock Life Insurance

OPINION AND ORDER

TERENCE C. KERN, District Judge.

Before the Court is the Motion for Summary Judgment of Defendants Morgan Stanley Smith Barney, LLC and J. Charles Adam (Doc. 101).

I. Background

The following facts are derived from the summary judgment record, construed in a light most favorable to Plaintiff.

A. Parties

Plaintiff Schlanger Insurance Trust (“Plaintiff or Trust”) is an Oklahoma trust, of which Andrea Schlanger (“Schlanger”) is the sole trustee. Schlanger and her two sisters are the beneficiaries of the Trust. Schlanger is an attorney and has received an LL.M. Prior to managing her…