U.S. Court of Appeals for the Fourth Circuit
Brandon Berkenfeld v. Gary Lenet
This writing
- Type
- Opinion
- Filed
- April 8, 2019
- Case
- Brandon Berkenfeld v. Gary Lenet
- Case status
- Decided
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Opening text
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WYNN, Circuit Judge: Plaintiffs Brandon Berkenfeld, Sandra Ricki Diamond, and Barbara Holland-Eytan allege that negligent advice from Defendants-their financial advisor, Gary Lenet, and his employer, Morgan Stanley & Co., LLC-resulted in less favorable tax distribution options on their annuities inherited from the estate of Claire Blumberg. The district court found that Plaintiffs w…
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