Attention:

Bad Beneficiary


Level: Advanced
Runtime: 94 minutes
Recorded Date: January 22, 2021
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Agenda

• Slayer Rule
• Other Common "bad beneficiary" issues
        - Undue Influence
        - Divorce
        - Ghosts
• Interpleader
        - Basic Goals and Risks
        - Insurers

Runtime: 1 hour, 34 minutes
Recorded: January 22, 2021

Description

Join our expert panelists as they examine what to do when your beneficiary is "bad".

This program was recorded on January 22nd, 2021.

Provided By

American Bar Association

Panelists

Heahter Karrh

Lawyer
Rogers Hofrichter & Karrh, LLC

With more than 15 years of legal experience, Heather K. Karrh provides insightful and compassionate representation to clients throughout the metropolitan Atlanta area in matters involving disability claims, insurance disputes, bad faith claims, Social Security Disability Insurance, workers' compensation, retirement pensions and veterans' claims before state and federal courts. As a partner with Rogers, Hofrichter & Karrh, LLC, in Fayetteville, Georgia, Ms. Karrh lends her extensive trial practice experience to aggressively litigating on behalf of individuals and families in a wide range of administrative hearings and appeals.

After obtaining her bachelor's degree with honors from Tulane University in Louisiana, Ms. Karrh went on to pursue her law degree at the University of Georgia School of Law, where she served on the Georgia Journal of International and Comparative Law for two years. In 1997, she was admitted to practice before Georgia state courts, followed by admission to the U.S. Court of Appeals for the 11th Circuit in 2000.

Ms. Karrh has belonged to the American Association for Justice since 1998. She also served on the leadership team for the Fayette County Chamber of Commerce in 2001. Prior to her employment with Rogers, Hofrichter & Karrh, LLC, she worked for another Georgia firm before gleaning invaluable litigation experience as an assistant district attorney for the Middle Judicial Circuit from 1999 to 2000.

As a respected member of the legal community, Ms. Karrh has published works on ethical codes of conduct and case law updates for long-term disability and retirement issues. She has also taught continuing legal education courses on handling long-term disability claims and Social Security Disability cases.

Logan Gould

Associate
Maynard Cooper & Gale, LLP

Logan is an associate in Maynard Cooper's Insurance & Financial Services practice. Logan has extensive experience in the life, health and disability field with hands-on experience in policy drafting, navigating compliance issues, implementation of plans and claims administration.

Prior to joining Maynard Cooper, Logan was Assistant Vice President & Senior Counsel at The Guardian Life Insurance Company of America where he was company lead for Group insurance litigation and interpleaders, in addition to practicing in areas of individual products (distribution and broker/dealer), direct-to-consumer and litigating across Guardian's lines of business. During his time at Guardian, he oversaw all bankruptcy litigation, while also practicing in Intellectual Property, tort, investments and real estate litigation.

Logan has significant experience leading Diversity & Inclusion efforts, including helping companies and firms strengthen their diversity initiatives, in addition to serving on the Social Justice, Diversity & Inclusion Task Force for the Martha's Vineyard Campground Meeting Association in Massachusetts. Logan also serves as Secretary of the Board for the American Institute for Stuttering.

Rebecca Bryant

Associate
Seyfarth Shaw LLP

Rebecca partners with in-house counsel, administrators, and fiduciaries and advises on benefit plan administration and claim litigation issues.

Businesses are often faced with navigating benefit litigation issues that are nuanced from state-to-state and across the various federal districts. Rebecca’s national practice and experience approaching benefit issues from all angles enables her to provide clients with effective and practical solutions to complex benefits issues.

Rebecca represents plan sponsors, plans, fiduciaries, claim administrators, and insurance companies in a variety of litigation, including ERISA and non-ERISA benefit claims involving life insurance, accidental death, health, disability, retiree health and pension, and severance plans. She defends breach of fiduciary duty claims and ERISA Section 510 claims. Rebecca also counsels clients on plan administration, interpleader matters, and fiduciary governance issues.

Rebecca began studying employee benefits issues in law school and has since focused her entire practice on the field of employee benefits and ERISA.


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