HALL v. VALLEY FORGE LIFE INS. CO.

No. 02-CA-977.

841 So.2d 851 (2003)

Terence E. HALL v. VALLEY FORGE LIFE INSURANCE COMPANY, Continental Assurance Company, CNA Insurance Companies, James M. Cook, FLMI, CLU, CLFC, CFP, MSFS, Robert G. McNamara, and XYZ Insurance Company.

Court of Appeal of Louisiana, Fifth Circuit.

Writ Denied May 9, 2003.


Attorney(s) appearing for the Case

Sidney Cotlar, David K. Fox, W. Jared Vincent, Herman, Herman, Katz & Cotlar, New Orleans, LA, for plaintiff-appellant.

Lance J. Arnold, Baldwin & Haspel, New Orleans, LA, and Stephen C. Barker, Steven B. Davis, Jason P. Gosselin, Drinker Biddle & Reath, Philadelphia, PA, for Valley Forge Life Insurance Company, Continental Assurance Company and Robert G. McNamara.

Panel composed of Judges SOL GOTHARD, THOMAS F. DALEY and CLARENCE E. McMANUS.


CLARENCE E. McMANUS, Judge.

STATEMENT OF THE CASE

In 1999, Plaintiff, Terrence Hall ("Hall"), and his mother, Dorothy Thompson ("Thompson"), sought a replacement life insurance policy on Thompson for $1 million. Thompson had a $1 million policy with New York Life Insurance naming her as the insured, owner and beneficiary. She wanted to replace the insurance policy with a new policy naming her son, Hall, as the owner and beneficiary. She wanted to make these...

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