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ESTATE PLANNING NEWSLETTER – BE CAREFUL WHO YOU MAKE THE TRUSTEE

June 29th, 2023  

In the case of Reed vs. Reed, the Court had to interpret and construe a Trust Agreement to determine the extent of the power of the Trustee,  who was the Decedent’s surviving spouse. Husband died and in his Will he designated his wife as Executor. He devised the residue of his  estate to the Trustee… Read More

ESTATE PLANNING NEWSLETTER – BE DILIGENT AND PRUDENT IN CHANGING BENEFICIARIES OF LIFE INSURANCE POLICIES

June 14th, 2023  

In the case of Globe Life and Accident Insurance Company vs. Nicholson and Oliver, the court dealt with the issue of the beneficiary of a life  insurance policy after Mr. Nicholson passed away. In April 2000, Globe Life and Accident Insurance Company (“Globe”) issued a $10,000.00 term life insurance policy to James Nicholson. The beneficiary… Read More

Autism Spectrum Disorder and the ADA: New Conversations for Employers to Consider

June 2nd, 2023  

By James V. Thompson, Partner Rainey, Kizer, Reviere & Bell, PLC A recent lawsuit filed by the EEOC against Otis Elevator Company alleges violations of and retaliation claims under the Americans with  Disabilities Act (“ADA”) against a former employee based on Autism Spectrum Disorder (“ASD”) and attention-deficit/hyperactivity disorder  (“ADHD”) impairments. U.S. EEOC v. Otis Worldwide… Read More

You Have To Have A Dog In The Hunt

June 2nd, 2023  

In meeting with clients to discuss estate planning, I always explain that a person’s Will disposes of only a portion of the persons assets.  Jointly owned assets with another person with right of survivorship would pass by contract to the survivor. Also, there are many assets that  pass through beneficiary designation, such as IRA’s, 401k… Read More

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