[WSBARP] Designation of Ex-spouse as Beneficiary of Veterans life insurane policy

Bryce Dille BryceD at cdb-law.com
Thu Jun 5 11:54:09 PDT 2014


Federal law preempts the state statute and it states that benefits go to
designated beneficiary as to veteran’s life ins policy. There is a case
right on point but the name of the case and the cite escape me for the
moment.

 

This transmission contains confidential attorney-client communications and
may not be disclosed to any person but the intended recipient(s).  If this
matter is transmitted to you in error, please notify the sender
immediately.

To ensure compliance with requirements imposed by the IRS, we hereby
inform you that any U.S. tax advice contained in this communication
(including attachments, if any) is not intended or written to be used, and
cannot be used, for the purpose of (i) avoiding penalties under the
Internal Revenue Code or (ii) promoting, marketing or recommending to
another party any matter addressed herein.

 

Bryce H. Dille 

Campbell, Dille, Barnett & Smith,  PLLC

P.O. Box 488

Puyallup, WA  98371

Voice:  253.848.3513

Fax: 253.845.4941

bryced at cdb-law.com

 

Business Entity Creation and Management

Business, Government and Tax Law

Real Estate and Land Use, Residential, Commercial and Condominium
Development

Real Estate and Commercial Transactions & Closings, Including Performing
Services as IRS Section 1031 Exchange Facilitator

Estate and Trust Planning & Administration, Including Planning for
Business Succession 

Representation Homeowners/Condominium Association Real Estate Developments

Real Property Foreclosures and Forfeitures

 

From: wsbarp-owner at lists.wsbarppt.com
[mailto:wsbarp-owner at lists.wsbarppt.com] On Behalf Of PrestonFoskey
Sent: Thursday, June 05, 2014 11:47 AM
To: wsbarp at lists.wsbarppt.com
Subject: [WSBARP] Designation of Ex-spouse as Beneficiary of Veterans life
insurane policy

 

Listmates:

                Medically retired veteran passed away.  She was single at
time of death by reason of dissolution of marriage.

                She had Veterans Life insurance policy and ex-husband
still listed as beneficiary.

                I believe that RCW 11.07.010 would void the designation
and the proceeds of the policy should be paid to the estate.

                VA says ex-husband has put in a claim and that they are
not bound by state law.  It appears that they are going to pay benefits to
ex-husband over our objection.

                I was told caller would refer this to his supervisor and
they would send me a letter.

                Has anyone addressed this issue? Is the VA’s position that
our statute does not control correct?

                Appreciate any input.

 

Preston L. Foskey, Attorney at Law

WSBA # 12509

Preston L. Foskey, P. S.

8248 East D Street

Tacoma, Washington 98404-1042

Phone:  253.535.5829  Fax:  253.535.9391

E-Mail:  preston at plfps.comcastbiz.net

 

WARNING:  This email (including any attachments) is covered by the
Electronic Communications Privacy Act (EPCA), 18 U.S.C., Sec. 2510 - 2522,
is confidential and privileged.  This email is solely for the use of the
addressee(s) named above.  Receipt by anyone other than the individual
recipient is NOT a waiver of attorney-client privilege.  Any violation of
the ECPA is subject to the penalties stated therein.

 

SPECIAL NOTICE TO CLIENT(S):  If you are my client this email is directed
to you, DO NOT FORWARD to any other party, or you could be waiving the
attorney-client privilege.

 

Notice:  The information contained in this e-mail is confidential and may
also be attorney-client privileged.  This information is intented only for
the use of the individual or entity to whom it is addressed.  If you are
not the intended recipient, or the employee or agent responsible to
deliver it to the intended recipient, you are hereby notified that any
use, dissemination, distribution,or copying of this communication is
strictly prohibited.  If you have received this e-mail in error, pleasee
immediately notify me by replying to this e-mail and deleted the original.
Thank you.

 

===============================
- To contact the list administrator, send a message to:
<mailto:webmaster at wsbarppt.com> webmaster at wsbarppt.com 

 

- To unsubscribe, send a new message to: imail at lists.wsbarppt.com, with
the following in the body of the message: unsubscribe wsbarp - OR - send a
message to webmaster at wsbarppt.com asking that you be removed from the
wsbarp list. 

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

===============================
- To contact the list administrator, send a message to:
webmaster at wsbarppt.com 


- To unsubscribe, send a new message to: imail at lists.wsbarppt.com, with
the following in the body of the message: unsubscribe wsbarp - OR - send a
message to webmaster at wsbarppt.com asking that you be removed from the
wsbarp list. 

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

-------------- next part --------------
A non-text attachment was scrubbed...
Name: winmail.dat
Type: application/ms-tnef
Size: 11130 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20140605/10f204c8/winmail.dat>


More information about the WSBARP mailing list