Timothy R. Dees v. Martha Lafaye Dees Martha Lafaye Dees v. Morgan Stanley Smith Barney, LLC

Summary

The Alabama Supreme Court reversed the trial court’s summary‑judgment ruling that awarded the IRA to Martha Dees and remanded for further proceedings, finding genuine issues of material fact as to the proper beneficiary and ordering the dismissal of Martha Dees’s tort claims against Morgan Stanley to be reversed. The court also noted that the standard of review for summary judgment is de novo.