Aviva Beats Class Action Over Benefit Plan's Tax Claims

Law360, Los Angeles (December 17, 2012, 4:57 PM EST) -- A Texas federal judge on Friday threw out a consumer class action by Washington state physicians and dentists accusing Aviva Life and Annuity Co. of improperly marketing a tax-free benefit plan without disclosing IRS concerns over its legality.

Dr. Wing C. Chau and other doctors alleged in the action filed in Washington state court in 2009 that Aviva defrauded them by creating a “tax-sheltered investment" vehicle that it told them would provide tax-free funds for retirement but which only gave them a death payment.

The trust...
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Case Information

Case Title

Chau et al v. Aviva Life and Annuity Company

Case Number



Texas Northern

Nature of Suit

Fraud or Truth-In-Lending


Jane J Boyle

Date Filed

December 4, 2009

Government Agencies

UK Financial Services

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