O'Sullivan Estate Lawyers LLP
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December 2014 Archives

Beneficiary Designations - Problems and Pitfalls of Using Financial Institutions' Standard Forms

The case of Kilitzoglou v. Cure highlights the confusion and difficulty sometimes caused when an issuer of a life insurance policy or retirement plan requires a beneficiary designation to conform to its standard form and rules. In that case, the deceased filed a change of beneficiary designation form with Trans-America which was rejected on the basis that it did not precisely set out each beneficiary's entitlement on a percentage basis.

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