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Trust & Estates – Beneficiaries

By: Derek Hawkins//August 24, 2015//

Trust & Estates – Beneficiaries

By: Derek Hawkins//August 24, 2015//

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Civil

WI Court of Appeals – District III

Officials: Stark, P.J., Hruz, J., and Thomas Cane, Reserve Judge

Trust & Estates – Beneficiaries

2014AP2288 Miles Phalen v. Sharlene Schoeneck

Miles Phalen, Special Administrator of the Estate of Raymond Skubal (“the Estate”), appeals a summary judgment granted in favor of Sharlene Schoeneck. The Estate argues the circuit court erred by concluding Schoeneck is entitled, as beneficiary, to the proceeds of a payable on death (P.O.D.) account established by Skubal. We reject the Estate’s arguments and affirm the judgment.

Decision

Affirmed. Per Curiam.

Full Text


Attorney Derek A. Hawkins is the managing partner at Hawkins Law Offices LLC, where he heads up the firm’s startup law practice. He specializes in business formation, corporate governance, intellectual property protection, private equity and venture capital funding and mergers & acquisitions. Check out the website at www.hawkins-lawoffices.com or contact them at 262-737-8825.

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