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2nd DCAApril 3, 2024Affirmed⭐ Notable

Helmick v. Taylor

Case No. 2D2022-3658

A mother-in-law sued her former son-in-law claiming she was an intended third-party beneficiary of the marital settlement agreement in which he agreed to pay loans she and her mother had made to him. The Second District affirmed summary judgment for the former son-in-law, holding that merely naming a creditor and the debt amount in a marital settlement agreement that allocates marital debts does not clearly express an intent to primarily and directly benefit that creditor.

Key facts

  • Mother-in-law sued her former son-in-law claiming she was an intended third-party beneficiary of a marital settlement agreement in which he agreed to pay loans she and her mother had made to him.
  • The trial court granted summary judgment in favor of the former son-in-law; the Second District affirmed.
  • +1 more key fact with a free trial

Why it matters

This is the Second District's clearest statement that naming a creditor in a marital settlement agreement's debt-allocation clause does not confer third-party beneficiary standing, and it expressly declines to follow… — full analysis with a trial

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