April 8, 2026
Indiana Supreme Court
Regina Geels v. Lindsay Flottemesch, Mackenzi Hatfield, and Stephanie Malinowski as Guardian for Marley Malinowski
No. 25S-PL-225
Civil. Appeal from the Allen Superior Court, Judge David J. Avery. Affirms the trial court’s imposition of a constructive trust over life-insurance proceeds in favor of the decedent’s daughters. Holds the defendant waived her Employee Retirement Income Security Act (ERISA)-preemption defense by failing to raise it at the trial-court level and could not rely on a co-defendant’s assertion of the defense or the parties’ stipulation that ERISA governed the policies; the court further concludes the trial court did not clearly err in finding a fiduciary relationship and breach of fiduciary duty, supporting imposition of a constructive trust under a clear-and-convincing-evidence standard. Justice Goff authored the opinion. Chief Justice Rush and Justice Massa and Justice Molter concur. Justice Slaughter dissents, stating he would deny transfer and allow the Court of Appeals’ decision to stand. Appellant’s attorney: Robert J. Palmer, May Oberfell Lorber, LLP, Mishawaka, Indiana. Appellees’ attorneys: Nathan S.J. Williams, Shannon K. Connors, Shambaugh Kast Beck & Williams, LLP, Fort Wayne, Indiana.
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