{"id":8792,"date":"2021-09-04T09:55:40","date_gmt":"2021-09-04T13:55:40","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=8792"},"modified":"2022-01-13T15:56:25","modified_gmt":"2022-01-13T20:56:25","slug":"letter-directing-beneficiary-change-was-substantial-compliance-with-policy","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=8792","title":{"rendered":"Letter Directing Beneficiary Change Was Substantial Compliance with Policy"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Letter and other documents signed by decedent showed his intent to change the ownership and beneficiary designation of a life insurance policy owned by his insurance trust and was &#8220;substantial compliance&#8221; with policy requirement that changes be made on insurance company forms.  <em>Rothstein Trust (No. 1)<\/em>, 11 Fid.Rep.3d 162 (Bucks O.C. 2021);  <em>Rothstein Trust (No. 2)<\/em>, 11 Fid.Rep.3d 169 (Bucks O.C. 2021), <em>aff&#8217;d<\/em>, <a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Superior\/out\/J-S28020-21m%20-%20105011901156747277.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">763 EDA 2021<\/a> (Pa. Super. 1\/12\/2022) (non-precedential). <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Letter and other documents signed by decedent showed his intent to change the ownership and beneficiary designation of a life insurance policy owned by his insurance trust and was &#8220;substantial compliance&#8221; with policy requirement that changes be made on insurance &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=8792\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[34],"tags":[338],"class_list":["post-8792","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-life-insurance-beneficiary","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/8792","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8792"}],"version-history":[{"count":3,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/8792\/revisions"}],"predecessor-version":[{"id":9007,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/8792\/revisions\/9007"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8792"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8792"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}