Opinion ID: 4183805
Heading Depth: 3
Heading Rank: 2

Heading: J. Kevin Tharpe’s Declaration

Text: J. Kevin Tharpe was Lanier Waddell’s attorney from 2001 until 2013 and helped Lanier Waddell with estate planning. According to Tharpe, because Ann had “a multitude of financial resources” for her care after his death, Lanier Waddell, when planning his estate in 2007, wanted to pass all of his remaining assets to Devin Waddell and Leisa Hardage. As part of that plan, Tharpe drafted the Will and the RLT. 12 Case: 16-15321 Date Filed: 07/06/2017 Page: 13 of 20 On March 8, 2012, Lanier Waddell asked Tharpe to assist him in designating the RLT as the beneficiary of his MetLife life insurance proceeds. Tharpe stated that his “goal, which was consistent with [Lanier Waddell’s] wishes, was to ensure that the life insurance proceeds would not go to Ann.” Tharpe advised his client to obtain the necessary forms from MetLife.