Named beneficiary receives $200,000 after a fraud and undue influence challenge

Amount

$200,000 (court-ordered payment to our client)

Counsel

Interpleader Law

Result for

The beneficiary named in the insured's changes, our client

Case

American General Life Insurance Co. v. DeLong

Court

U.S. District Court, Northern District of Georgia

Docket

No. 1:21-cv-00790-JPB

Decided

July 19, 2022

Issue

A challenge to beneficiary changes for fraud, undue influence and incapacity, resolved by agreement

The insured changed the beneficiary of his life insurance policy to name our client. His mother contended the changes resulted from fraud, undue influence, misrepresentation, duress or lack of capacity. The insurer deposited the benefit and was dismissed.

We represented the named beneficiary. The claimants resolved the dispute by agreement, and the court entered a final judgment ordering the registry funds disbursed, with our client receiving the amount shown. No court ruled on the challenge.

What it shows. Serious allegations against a beneficiary change still have to be proved, and many of these disputes end in a court-ordered resolution before trial.

Read the court's order

• Final judgment and order of interpleader disbursement (July 19, 2022) (PDF)

For a detailed legal summary of this decision, see interpleader.com's decisions library.

Past results do not guarantee a similar outcome. This summary describes the court's ruling; it is not legal advice about any other case.

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