Legal Question in Insurance Law in New York

Re: wrong beneficiary

I wouldn't be able to give you any real advice without knowing more facts.

If you would like to discuss any issues further, please feel free to contact my office. My contact information is below. Thank you.

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Glenn M. Lyon, Esq

MacGregor Lyon, LLC

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Re: wrong beneficiary

It is not clear why this is the estate's concern. I am assuming the decedent passed away domiciled in New York. If this is one of those "guaranteed benefit" annuities, where if the measuring life ends before $X has been paid, then the unpaid balance of $X becomes part of the estate, then your remedy is a discovery proceeding in Surrogate's Court. Otherwise, I cannot see how the facts you have related give rise to an asset or liability on the part of the estate. Feel free to clarify or supplement the facts as stated.

This post is not legal advice and does not create an attorney-client relationship. It is a comment on the legal question posed by the poster and should not be relied upon unless and until an attorney-client relationship is entered into. Doing so would require signing an engagement letter and depositing a retainer to secure payment of legal fees.