Disputes over proceeds from life insurance, 401(k)s, and IRAs

Navigating Disputes Over Life Insurance, 401(k)s, and IRA Proceeds

Are you facing a dispute over life insurance, 401(k), or IRA proceeds? These conflicts often arise during the probate of a loved one’s estate, especially if a former spouse is involved. In Texas, specific laws can nullify beneficiary designations in certain situations, such as divorce. The key factor is whether the account is an ERISA account.

Financial institutions may use a legal process called Interpleader, where they deposit the disputed funds with the court, allowing the involved parties to resolve the dispute. This can be a complex and frustrating process.

Spouses have claims for their share of the community property estate, and when one spouse designates someone other than the surviving spouse on policies purchased during the marriage, successful claims may be made to the policy proceeds utilizing claims that fall under what is called "fraud on the community" estate claims.

The Law Office of Troy M. Moore, PLLC, has extensive experience representing clients in Interpleader cases. We offer expert guidance and a free consultation to help you navigate these legal challenges. Contact us today to protect your rights and secure your rightful proceeds.

Why Choose Us for Life Insurance Litigation in Houston?

• Expertise in Interpleader Cases: We have successfully represented numerous claimants against other rival claimants, and the insurance companies themselves when they refuse to pay.
• Texas-Specific Knowledge: Understanding local laws and their implications.
• Comprehensive Legal Support: From initial consultation to court representation.

Contact Us: Schedule your free consultation with our experienced attorney today.

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