Haste v. Vanguard Group, Inc.

OPINION

THOMPSON, JUDGE:

William Michael Haste, Executor of the Estate of David Peck, appeals from a sum*612mary judgment of the Fayette Circuit Court concluding that Herbert Moore, III and Patricia B. Moore (the Moores) are the beneficiaries of an Individual Retirement Account (IRA) Dr. David Peck held with the Vanguard Group, Inc. Haste argues the circuit court erred by granting summary judgment because there is a material issue of fact regarding whether Dr. Peck did everything necessary to effect a beneficiary change and, therefore, substantially complied with the terms of the IRA agreement. We…