C & C Family Trust 04/04/05 ex rel. Cox-Ott v. Axa Equitable Life Insurance
District Court, N.D. Georgia
1Opinion of the Court
ORDER
TIMOTHY C. BATTEN, SR., District Judge.
I. Background1
In 1988, Cynthia Cox-Ott married Claude Ott. When they divorced in 2005, part of Cynthia’s settlement included the establishment of a life insurance trust: Plaintiff C & C Family Trust 04/04/05.2 The funding mechanism for the trust was a policy insuring Claude’s life and naming the trust as the beneficiary. This action centers on that policy.
In August 2005, the trust took out a “flexible premium universal life insurance policy” from Defendant AXA Equitable Life Insurance Company. Before doing so, Cynthia had several discussions with…
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