Legal Opinion
Carmona v. Carmona
Court of Appeals for the Ninth Circuit
Decided September 17, 2008No. 06-15581, 06-15938PublishedCited by 5 opinions
1Opinion of the Court
CLIFTON, Circuit Judge:
This case requires us to once again navigate the complex statutory scheme set out in the Employee Retirement Income Security Act of 1974 (“ERISA”), 88 Stat. 832, as amended, 29 U.S.C. § 1001 et seq., and to answer an open question in this Circuit: whether or not a participant to an ERISA regulated Qualified Joint and Survivor Annuity (“QJSA”) plan may change the surviving spouse beneficiary after the participant has retired and the annuity has become payable.
The conflict here arises between the final two wives of Lupe Carmona, a participant in two ERISA regulated…
2Cases cited26 opinions
- District of Columbia Court of Appeals v. FeldmanSupreme Court of the United States · 1983
- Rooker v. Fidelity Trust Co.Supreme Court of the United States · 1924
- Exxon Mobil Corp. v. Saudi Basic Industries Corp.Supreme Court of the United States · 2005
- Taylor v. SturgellSupreme Court of the United States · 2008
- Eric Noel v. Brian C. Hall Sandra A. Hall, Fka Sandra Johnson, and Gabrielle S. Lennartz Herb Weisser Michelle A. MerchantCourt of Appeals for the Ninth Circuit · 2003
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3Cited by5 opinions
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- Padgett v. LittleCalifornia Court of Appeal · 2009