Lori Glawson, individually and as the guardian of the estate and person of Haley A. Ern v. Bank of America N.A., et al.

Summary

The court ruled on Plaintiff Lori Glawson’s motions to compel discovery from Transamerica Life Insurance Company and Wilton Reassurance Company in litigation concerning missing annuity payments to a trust established for her daughter. The court ordered production of unredacted versions of specified administrative and transition services agreements and related authorization documents, while denying relief concerning communications that defendants represented had already been produced.

Holdings

1. Transamerica and Wilton must produce full, unredacted versions of the Administrative Services Agreement and Transition Services Agreement, including attachments, appendices, amendments, annexes, and other documents authorizing Wilton or another entity to act for Transamerica concerning the relevant trust or annuity.
2. The motions to compel were properly denied as to Document Request No. 7 because Transamerica and Wilton represented that they had conducted a diligent search and produced all responsive communications and related documents.

Questions Presented

1. Whether Transamerica and Wilton had to produce unredacted versions of the Administrative Services Agreement, Transition Services Agreement, and related attachments and authorization documents responsive to Document Request No. 5.
2. Whether Transamerica and Wilton had satisfied their discovery obligations under Document Request No. 7 by producing responsive communications and related documents.
3. Whether the defendants' proprietary and commercially sensitive information justified redaction despite the protective order.

Disposition

other