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• American National Bank and Trust Co of Rockford Illinois v. US
  Suppose a life insurance policy is assigned to the insured's spouse, and later the spouse relinquishes all rights under the policy as a condition of the insured's being allowed to obtain a bigger policy, and the new policy is not assigned. Can the spouse nevertheless be deemed the owner of the new policy, in whole or part, whether as a matter of contractual interpretation or by virtue of the rules relating to constructive trusts or to resulting trusts, and thereby keep the proceeds of the new policy out of the estate of the insured for federal estate tax purposes? Court answered no.
• AON Corporation Accidental Death and Dismemberment Plan v. Hohlweck
  The late Thomas Hohlweck was an executive at Aon Corporation. Like hundreds of Aon employees, he lost his life on September 11, 2001 in the World Trade Center attack. Hohlweck was survived by his second wife Pamela, three adult children from his first marriage, his sister Mary Judge, and an illegitimate daughter, Olivia, who was born in 1996. Aon purchased two insurance policies on Hohlweck's behalf. The question raised by this lawsuit in interpleader is who among his survivors is entitled to receive 90% of the benefits payable under those policies. After reviewing the law and the evidence (which is undisputed), I conclude that Robin, Todd and Randolph Hohlweck are entitled to the disputed benefits, as their late father intended.
• Liberty Life Assurance Co. of Boston v. Kennedy
  Former widow of Executive won an appeal by former spouse as to proper designation of beneficiary under ERISA executive life insurance plan. Court held that deceased executive's will could serve as valid beneficiary designation under plan.
• Roberton v. Citizens Utilities Co.
  Resigning Executive claimed benefits pursuant to company split dollar life insurance plan. Court held for plaintiff in part, that his plan benefits vested 100% after a material change in his job duties, demotion, was sufficient for purposes of plan language.