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

June 14th, 2023   •   Comments Off on ESTATE PLANNING NEWSLETTER – BE DILIGENT AND PRUDENT IN CHANGING BENEFICIARIES OF LIFE INSURANCE POLICIES   

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   •   Comments Off on Autism Spectrum Disorder and the ADA: New Conversations for Employers to Consider   

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   •   Comments Off on You Have To Have A Dog In The Hunt   

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

Preparing for the unthinkable – Active Shooter

May 17th, 2023   •   Comments Off on Preparing for the unthinkable – Active Shooter   

The state of Tennessee remains stunned by the horrific, senseless shootings and resulting deaths of six innocent victims at Covenant School  in Nashville. An active shooter situation is a nightmare, for any organization. FBI statistics reveal that active shooter incidents are on the rise in the U.S. (The FBI defines an active shooter as one… Read More

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