San Ramon, CA
Insurance Lawyer at San Ramon, CA
Practice Areas: Insurance, Employee Benefits ... +4 more
OUTCOME: Won on motion for summary judgment
Established that life insurer has no duty to investigate a possible death claim until a legal representative is appointed for the beneficiary-estate.
OUTCOME: Settled
Established limits on post-Abatie discovery in ERISA benefits litigation involving a structural conflict of interest.
OUTCOME: Settled after favorable ruling on motion for summary adjudication.
Obtained the Eastern District of California’s first dismissal of representative claims for unfair competition under Prop 64.
OUTCOME: Won on motion for summary judgment.
Established that the “disclosed principal” rule required the dismissal of a policyholder’s claim of agent misconduct in connection with the sale of a life insurance policy.
OUTCOME: Settled
Established that California DOI cannot properly be joined to destroy diversity in disability income insurance claims litigation.
OUTCOME: Settled
Successfully prosecuted California’s first-known litigated case involving the rescission of a long term care insurance policy.
OUTCOME: Defense arbitration award.
Obtained an order compelling an insurance agent to arbitrate claims of alleged sexual harassment against an insurance broker who did not sign the agent’s arbitration agreement.
OUTCOME: Settled
Successfully defended the first-known litigated case in California involving suitability and the sale of long term care insurance.
OUTCOME: Defense judgment after court trial.
Expanded California’s market for long term care insurance by establishing California DOI’s authority to approve of tax-qualified long term care insurance policies.
OUTCOME:
Filed an amicus curiae brief in the California Supreme Court on behalf of a life and health insurance trade association regarding the “imposter defense.”
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