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Individual Retirement Account (IRA) Third-Party Beneficiaries

Bass, Berry & Sims PLC

Chris Lazarini Discusses Arbitration Clause's Application to Non-Signatory

Bass, Berry & Sims PLC on

Bass, Berry & Sims attorney Chris Lazarini discussed a case involving a Plaintiff's suit against a broker-dealer involving his deceased mother's IRA account. Although Plaintiff was a non-signatory to the IRA account...more

Bass, Berry & Sims PLC

Chris Lazarini Provides Insight on Compelling Non-Signatories to Arbitrate Disputes

Bass, Berry & Sims attorney Chris Lazarini provided insight on a case in which a widow and one-time named beneficiary of her husband's IRA account acquired the account assets after her husband's death, although she was not...more

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