Legal Opinion
Quay v. Heritage Financial, Inc.
Court of Appeals of Georgia
Decided July 12, 2005No. A05A0601PublishedCited by 7 opinions
1Opinion of the Court
Mikell, Judge.
Heritage Financial, Inc. (“Heritage”), an estate planning company based in Georgia, sued James Quay, a former employee/estate planner, alleging that Quay breached his fiduciary duty to Heritage. The breach of fiduciary duty claim centered around an investment account opened with Securities America, a broker-dealer, in the name of a Heritage customer, Robert Myer. The investment account was opened in order to fund a newly created trust being set up by Quay for Myer’s benefit. Heritage asserted that Quay breached his fiduciary duty by forging Myer’s signature on the Account…
2Cases cited11 opinions
- Time Warner Entertainment Co. v. Six Flags Over Georgia, LLCCourt of Appeals of Georgia · 2002
- J. B. Hunt Transport, Inc. v. BentleyCourt of Appeals of Georgia · 1992
- McDaniel v. ElliottSupreme Court of Georgia · 1998
- KDS Properties, Inc. v. SimsCourt of Appeals of Georgia · 1998
- Sims v. HeathCourt of Appeals of Georgia · 2002
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3Cited by7 opinions
- Wilson v. Prudential Industrial Properties, LLCCourt of Appeals of Georgia · 2005
- Davis v. JohnsonCourt of Appeals of Georgia · 2006
- Bhansali v. MoncadaCourt of Appeals of Georgia · 2005
- Surles v. Cornell Corrections of California, Inc.Court of Appeals of Georgia · 2008
- Chittranjan Thakkar v. Naresh ParikhCourt of Appeals of Georgia · 2025
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