Dooley v. James A. Dooley Associates Employees Retirement Plan

How courts have described this case

Verbatim parenthetical descriptions written by other courts when citing this decision. Ranked by citation-network relevance.

• For an insured to effect a beneficiary change, “[t]here must be a combination of intent to make the change and positive action towards effecting that end.”
• handwritten changes and decedent’s communication with attorney insufficient to show substantial compliance when, having complied with policy terms in the past, testator knew that signed, typewritten changes were required

Source: CourtListener parenthetical corpus (CC0).