[WSBAPT] Boeing Pension and Former Spouse

[Roger Hawkes]

Thanks, John.  I think Shepardizing Engelhoff should end the inquiry😊

Roger Hawkes, WSBA 5173
Hawkes Law Firm, P.S.
19944 Ballinger Way NE, Suite #100
Shoreline, WA 98155
www.hawkeslawfirm.com<http://www.hawkeslawfirm.com/>
206 367 5000 Office
206 367 4005 Fax



From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of John J. Sullivan
Sent: Wednesday, December 19, 2018 6:07 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Boeing Pension and Former Spouse

https://www.bjflaw.com/ex-spouse-does-not-mean-ex-beneficiary

John J. Sullivsn
Sent from my iPhone

On Dec 19, 2018, at 12:38 PM, Roger Hawkes <Roger at law-hawks.com<mailto:Roger at law-hawks.com>> wrote:
Please tell us all the learnings and the outcome😊

Roger Hawkes, WSBA 5173
Hawkes Law Firm, P.S.
19944 Ballinger Way NE, Suite #100
Shoreline, WA 98155
www.hawkeslawfirm.com<http://www.hawkeslawfirm.com/>
206 367 5000 Office
206 367 4005 Fax



From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Chad Horner
Sent: Wednesday, December 19, 2018 11:24 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Boeing Pension and Former Spouse

I have a potential client who divorced her husband a year before his death. In administering his estate, the family discovered that he had a Boeing pension that still named his ex-wife as beneficiary. At the time of the divorce, there was no QDRO that addressed this pension. Boeing now claims that the former spouse is not entitled to the pension, citing Washington’s law that revokes such designations to a former spouse. This seems to fly in the face of well-settled law (i.e., Egelhoff, Lundy, etc.) that holds that ERISA preempts such state statutes. Has anyone had this experience with Boeing? Am I missing a nuance in the way these pension plans are handled and structured?
Chad Horner
CURRAN LAW FIRM
555 West Smith Street
Kent, WA 98032
T 253 852 2345
F 253 859 8037
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