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Gordon v. Portland Bank Trust

Oregon Supreme Court

271 P.2d 653 (1954)

Relevant factsFree

Albert Gordon executed a trust agreement naming Portland Bank Trust (defendant) as trustee and beneficiary of several life insurance policies; after Albert died, his wife Leotta (plaintiff) argued the arrangement was actually testamentary in nature (essentially a will substitute) and was therefore revoked by Albert's later-executed will, since it hadn't complied with the formalities required for a valid will.

IssueFree

Whether the beneficiary of a life insurance policy owns a present interest in the policy that may be held in trust.

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