On July 11, 2012, James D. Brookshire, who practices in Dungan & LeFevre’s litigation group, had the privilege of arguing a case before the Ohio Supreme Court. The case involves the application of the Ohio Uniform Transfer on Death Securities Act to the transfer of IRA accounts following the death of the IRA account owner.
The case is entitled Lori LeBlanc et al. v. Wells Fargo Advisors, LLC et al., If you would like to know more about this case, the Ohio Supreme Court maintains a video archive of oral arguments that is accessible on the internet. The link to Mr. Brookshire’s July 11, 2012 Supreme Court argument is Case Nos. 2011-2073/2011-2160 Lori Leblanc et al. v. Wells Fargo…