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KIM HARTLEY-BARTMAN v. MERRILL LYNCH, PIERCE, FENNER & SMITH, INC., ET AL. (access required)

Contracts -- Re-designation provision -- Unconscionable Appellant, Kim Hartley-Bartman, was married to Scott Bartman from 1987 to July 2018 when they were granted an absolute divorce. Mr. Bartman died intestate in 2019. At issue in this case is an Individual Retirement Account (“IRA”) Mr. Bartman opened in 2016 with Merrill Lynch, Pierce, Fenner & Smith, Inc., ...