ARBITRATION - MTA, INC. V. MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

MTA, Inc. v. Merrill Lynch, Pierce, Fenner & Smith, Inc., [Ms. 1111167, Dec. 7, 2012] ___ So. 3d ___ (Ala. 2012). This opinion holds that the settlor of a trust is not bound by an arbitration agreement entered into between the trustee and the stockbroker with whom the trustee was making investments. Nor was the settlor subject to arbitration under a third-party beneficiary principle, because the terms of the arbitration agreement were not broad enough to reach claims by the settlor.
RELATED DOCUMENTS
Categories

Contact Us Today

  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.