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District Court Transfers Venue of ERISA Action from Residence Forum of Participant's Trustee to Residence Forum of Plan Participant
Roberts Disability Law Link to more items from this source
June 26, 2023

"Plaintiff, who resides in San Francisco, is the successor trustee of Mr. Morrison's trust and the co-conservator of his estate.... Plaintiff was not the plan participant, and instead only administered the plan benefits via a Connecticut special-needs trust.... [T]he alleged underpayment of plan benefits harmed the plan participant in Connecticut. As such, the overall factual context shows that the operative facts occurred in Connecticut and that state has a far greater local interest in the controversy." [Hammer v. JP Morgan Chase Long-Term Disability Benefit Plan, No. 22-6886 (N.D. Cal. June 16, 2023)]  MORE >>

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