Tressel et al v. Edward D. Jones Inc.

Christopher L Cauble

Case Conclusion Date:March 1, 2000

Practice Area:Appeals

Outcome:Affirmed on Appeal (Supreme Court Review Denied)

Description:Affirmed the trial court's finding on summary judgment that account documents signed by the decedent naming beneficiaries as owners of accounts as "JTWRS" was an "Instrument" that assigned the accounts in Joint Tenancy with Rights of Survivorship and that the Defendant did not violate any fiduciary duties to the Benedficiaries and had followed the instructions of their client by delivering the securities to the surviving beneficiaries.