Action Against Agent for Change of Beneficiary Designation

In action against agent, former beneficiary of retirement account had standing to object to change of beneficiary designation by agent. Because the action was against the agent individually, and not the decedent’s estate, the Dead Man’s Rule will not apply. Objections based on statutes of limitations were dismissed, and the jurisdiction of the court was not pre-empted by ERISA. Winfield Scott Lasser Estate, 9 Fid.Rep.3d 305 (Chester O.C. 2019).

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