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Trusts and Estates – life insurance proceeds – constructive trusts

By: WISCONSIN LAW JOURNAL STAFF//December 23, 2014//

Trusts and Estates – life insurance proceeds – constructive trusts

By: WISCONSIN LAW JOURNAL STAFF//December 23, 2014//

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Wisconsin Court of Appeals

Civil

Trusts and Estates – life insurance proceeds – constructive trusts

APPEAL from an order of the circuit court for Trempealeau County: JOHN A. DAMON, Judge. Affirmed.

Carly McDonah and Nellie McDonah seek a constructive trust over life insurance proceeds disbursed upon their father’s death to their stepmother, Candice
McDonah. Carly and Nellie argue the circuit court misinterpreted a divorce order and settlement agreement, which they contend required their father to
maintain them as named life-insurance beneficiaries into perpetuity. We reject Carly’s and Nellie’s argument and affirm.

2014AP000712 Carly M. McDonah v. Candice K. McDonah

DISTRICT III, Trempealeau County, JOHN A. DAMON, HOOVER, P.J.

Attorneys: For Appellant: Doherty, Francis M., Pankratz, Garett T. For Respondent: Steiner, Erwin H.

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