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
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
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
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
