Goodson v. The Lincoln National Life Insurance Company
| Brandie Goodson |
| The Lincoln National Life Insurance Company |
| 1:2026cv22692 |
| April 19, 2026 |
| U.S. District Court for the Southern District of Florida |
| Beth Bloom |
| Marty Fulgueira Elfenbein |
| Labor: E.R.I.S.A. |
| 29 U.S.C. ยง 1001 E.R.I.S.A.: Employee Retirement |
| None |
Docket Report
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This docket was last retrieved on June 4, 2026. A more recent docket listing may be available from PACER.
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Filing 13
ORDER SETTING DISCOVERY PROCEDURES. Signed by Magistrate Judge Marty Fulgueira Elfenbein on 6/3/2026. See attached document for full details. (ebz)
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Filing 12
ORDER SETTING DISCOVERY STATUS CONFERENCE:( Status Conference Re: Discovery Matters set for 9/14/2026 10:00 AM before Magistrate Judge Marty Fulgueira Elfenbein.), ( Status Report due by 9/7/2026.) Signed by Magistrate Judge Marty Fulgueira Elfenbein on 6/3/2026. See attached document for full details. (ebz)
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Filing 11
ORDER SETTING TRIAL AND PRE-TRIAL SCHEDULE, REQUIRING MEDIATION, AND REFERRING CERTAIN MATTERS TO MAGISTRATE JUDGE: ( Amended Pleadings due by 8/1/2026, Discovery due by 10/27/2026, Fact Discovery due by 10/27/2026, Expert Discovery due by 10/27/2026, Joinder of Parties due by 8/1/2026, Mediation Deadline 11/10/2026, In Limine Motions due by 2/8/2027, Dispositive Motions due by 11/18/2026, Motions due by 11/18/2026, Pretrial Stipulation due by 2/8/2027, Jury Trial set for 2/22/2027 09:00 AM in Miami Division before Judge Beth Bloom, Calendar Call set for 2/16/2027 01:45 PM in Miami Division before Judge Beth Bloom.), ORDER REFERRING CASE to Mediation. ( Mediation Deadline 11/10/2026.), ORDER REFERRING CASE to Magistrate Judge Marty Fulgueira Elfenbein for Discovery Matters. Signed by Judge Beth Bloom on 6/2/2026. See attached document for full details. (ebz) #Pattern Jury Instruction Builder - To access the latest, up to date changes to the 11th Circuit Pattern Jury Instructions go to https://pji.ca11.uscourts.gov or click here.
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| Filing 10 Joint SCHEDULING REPORT - Rule 16.1 by Brandie Goodson (Attachments: #1 Text of Proposed Order)(Quirino, Emily) |
| Filing 9 Plaintiff's Certificate of Other Affiliates/Corporate Disclosure Statement by Brandie Goodson (Quirino, Emily) |
| Filing 8 Certificate of Other Affiliates/Corporate Disclosure Statement by The Lincoln National Life Insurance Company identifying Corporate Parent Lincoln National Corporation for The Lincoln National Life Insurance Company (Marcus, Lee) |
| Filing 7 Notice of NO Pending, Refiled, Related or Similar Actions by The Lincoln National Life Insurance Company (Marcus, Lee) |
| Filing 6 ANSWER and Affirmative Defenses to Complaint by The Lincoln National Life Insurance Company. Attorney Lee Warren Marcus added to party The Lincoln National Life Insurance Company(pty:dft). (Marcus, Lee) |
| Filing 5 SUMMONS (Affidavit) Returned Executed on #1 Complaint, with a 21 day response/answer filing deadline pursuant to Fed. R. Civ. P. 12 by Brandie Goodson. The Lincoln National Life Insurance Company served on 4/21/2026, response/answer due 5/12/2026. (Attachments: #1 Affidavit)(Quirino, Emily) |
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Filing 4
PAPERLESS ORDER REGARDING PROCEDURES. The parties shall comply with the following procedures:1. SERVICE: Federal Rule of Civil Procedure 4(m) requires service of summons and complaint to be perfected upon Defendants within 90 days after the filing of the complaint.* Unless service is waived, proof of service must be made to the Court by filing the server's affidavit. If a Defendant waives service, notice of the same shall be filed immediately. Failure to file proof of service or show good cause within 90 days will result in a dismissal without prejudice and without further notice.2. DEFAULTS: In the event a served Defendant does not appear in this action, the Plaintiff(s) shall file a Motion for Clerk's Default within seven (7) days of the deadline for the Defendant to file an Answer or otherwise appear. Motions for Default Final Judgment shall be filed within seven (7) days of the entry of a Clerk's Default. Any motions for default final judgment must comply with the procedures described in the Court's Standing Order on Default Final Judgment, available under Attachments at https://www.flsd.uscourts.gov/content/judge-beth-bloom. Plaintiff's failure to file a Motion for Clerk's Default or a Motion for Default Final Judgment within the specified times may result in dismissal without prejudice and without further notice as to the Defendant.3. CERTIFICATE OF INTERESTED PARTIES: Within twenty-one (21) days of an appearance by a Defendant in this case, the parties, including governmental parties, must file certificates of interested parties and corporate disclosure statements that contain a complete list of persons, associated persons, firms, partnerships, or corporations that have a financial interest in the outcome of this case, including subsidiaries, conglomerates, affiliates, parent corporations, and other identifiable legal entities related to a party (to the extent they have not already done so). Throughout the pendency of the action, the parties are under a continuing obligation to amend, correct, and update the certificates. The parties must not include Judge Bloom and the assigned U.S. Magistrate Judge as interested parties unless they have an interest in the litigation.4. JOINT SCHEDULING REPORTS: Within twenty-one (21) days of an appearance by a Defendant in this case, the parties are directed to prepare and file a joint scheduling report, as required by Local Rule 16.1. The joint scheduling report and proposed order shall include all information required by Local Rule 16.1(b)(2) and (3). In drafting the Joint Proposed Scheduling Order, the parties shall review the Court's Standing Order on Joint Scheduling Reports, found under Attachments, and utilize the Court's Template Scheduling Order, found under Civil Procedures at https://www.flsd.uscourts.gov/content/judge-beth-bloom. 5. FILING OF MOTIONS: All filings must have one-inch margins, be double spaced with 12-point Times New Roman font and be fully justified. Single spacing is only permitted for footnotes.6. PROPOSED ORDERS: Pursuant to the Court's CM/ECF Administrative Procedures, proposed orders shall be attached to the Motion and shall be submitted to the Court by e-mail in Word format at [email protected]. EXTENSIONS OF TIME: All motions for extensions of time, including unopposed motions, must include: (1) the conferral statement required under Local Rule 7.1(a)(3); (2) a specific statement showing good cause why the deadline cannot be met and the requested relief should be granted; and (3) a statement as to whether the request impacts the deadline to file a dispositive motion or trial date.8. WARNING ON THE USE OF ARTIFICIAL INTELLIGENCE: Although artificial intelligence ("AI") may be a useful tool, it is known to fabricate, or "hallucinate" cases. Therefore, attorneys or pro se litigants who uses AI to draft briefs may inadvertently include fake cases or quotations in their filings. Accordingly, persons who choose to use an AI tool do so at their own risk. An attorney or pro se litigant will be sanctioned if he or she submits any filing to the Court that includes hallucinated cases or misrepresents the content of a real case.9. ADMINISTRATIVE PROCEDURES: The parties are further directed to review and follow the Court's procedures available at https://www.flsd.uscourts.gov/content/judge-beth-bloom. The parties are advised that the failure to comply with any of the procedures contained in this Order or the Local Rules may result in the imposition of appropriate sanctions, including, but not limited to, the dismissal of this action or entry of default.* The 90-day timeframe does not apply to service of process upon parties in a foreign country. See Fed. R. Civ. P. 4(m) ("This subdivision (m) does not apply to service in a foreign country under Rule 4(f), 4(h)(2), or 4(j)(1), or to service of a notice under Rule 71.1(d)(3)(A)."). Signed by Judge Beth Bloom (mbn)
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| Filing 3 Summons Issued as to The Lincoln National Life Insurance Company. (kpe) |
| Filing 2 Clerks Notice of Judge Assignment to Judge Beth Bloom. Pursuant to 28 USC 636(c), the parties are hereby notified that the U.S. Magistrate Judge Marty Fulgueira Elfenbein is available to handle any or all proceedings in this case. If agreed, parties should complete and file the Consent form found on our website. It is not necessary to file a document indicating lack of consent. (kpe) |
| Filing 1 COMPLAINT FOR DISABILITY BENEFITS against The Lincoln National Life Insurance Company. Filing fees $ 405.00 receipt number AFLSDC-19443333, filed by Brandie Goodson. (Attachments: #1 Civil Cover Sheet, #2 Summon(s))(Quirino, Emily) |
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| Plaintiff: Brandie Goodson | |
| Represented By: | Emily Colares Quirino |
| Represented By: | Edward Philip Dabdoub |
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| Defendant: The Lincoln National Life Insurance Company | |
| Represented By: | Lee Warren Marcus |
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