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Trusts and Estates — life insurance

By: WISCONSIN LAW JOURNAL STAFF//April 17, 2014//

Trusts and Estates — life insurance

By: WISCONSIN LAW JOURNAL STAFF//April 17, 2014//

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Wisconsin Court of Appeals

Civil

Trusts and Estates — life insurance

These consolidated appeals arise from a dispute as to the proceeds of a life insurance policy held by decedent Mary Brandt. Mary’s sons, David and Adam Brandt, appeal an order for payment of the proceeds to Mary’s sister, Rita Vasquez. Paul Brandt, who is Mary’s ex-husband and David and Adam’s father, appeals an order dismissing Paul’s subsequent action asserting Paul’s right to the life insurance proceeds. The Brandts argue that Mary was required to name either Paul or David and Adam as beneficiaries of the life insurance policy under Paul and Mary’s divorce judgment. We disagree, and affirm. This opinion will not be published.

2012AP1910, 2013AP649 Brandt v. Vasquez

Dist IV, Portage County, Flugaur, J., Per Curiam

Attorneys: For Appellant: O’Brien, Gerald M., Stevens Point; Jacobson, Brent William, Stevens Point; For Respondent: Ray, David A., Stevens Point

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