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CARLSON v. MIDWEST PROFESSIONAL PLANNERS, LTD.

No. 15-2562.

828 F.3d 752 (2016)

Gerald E. CARLSON; Douglas B. Carlson, Plaintiffs-Appellants v. MIDWEST PROFESSIONAL PLANNERS, LTD., Defendant-Appellee.

United States Court of Appeals, Eighth Circuit.

Filed: July 11, 2016.

Attorney(s) appearing for the Case

Counsel who represented the appellant was James Walter Balmer of Duluth, MN.

Counsel who represented the appellee was Scott A. Witty of Duluth, MN.

Before RILEY, Chief Judge, MURPHY and SHEPHERD, Circuit Judges.

Shortly before he died, James Carlson replaced his business partners, Gerald and Douglas Carlson — also his brother and cousin, respectively — as beneficiaries of his term life-insurance policy. The surviving Carlsons, who thus missed out on a $1.5 million payout, say James was only able to change the beneficiaries...

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