Your firm contends that the vehicle in question was being operated by a third party who was in the process of purchasing it from your client. Plaintiff will offer evidence that liability insurance on the vehicle was in the name of your client and that your client was paying the current premiums on that policy. Lucky Client, a gentleman in his mid-seventies, has come to you, his attorney, for estate planning and tax advice. About half of Lucky's net worth is in cash and marketable securities. Even though all of Lucky's property was accumulated during his marriage, all of the property is titled in Lucky's name, except for his house, which is titled in both Lucky and Wife's names as joint tenants with right of survivorship.
Wife is the named beneficiary of the policy.
His estate is the secondary beneficiary. Even though Lucky has been very successful, neither he nor Wife has ever written a Will. Someone wants to buy my house and is willing to wait up to twelve months from now to close. Wife and I simply want to rent a townhouse to live in. There are various sub-parts.