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Obtained Life Insurance Proceeds for Client in Dispute Over Beneficiary in Federal Court

We obtained a successful result for our client in a life insurance proceeds dispute in Federal Court.  Our client was in a dispute over the identity of the appropriate beneficiary for the life insurance proceeds.  We filed for summary judgment requesting the court to agree with our client’s position that he was the appropriate beneficiary under the policy.  The Court agreed and granted summary judgement to our client in American General Life Insurance Company v. William D. Mason, Sr. and Patrick T. Davis, No. 3-15-0340 in the United States District Court, Middle District of Tennessee.

will

Will Contest – Significant Settlement ($550k+) for Clients Removed from Will

Our clients received a substantial settlement in a Will Contest case when three children were mostly left out of their father’s will.  This case involved Undue Influence and Lack of Testamentary Capacity.  The case was resolved at a mediation after extensive discovery was completed.  The total settlement received by our clients was in excess of $550,000.00 after significant litigation was completed.