Legal Question in Wills and Trusts in Florida

IRA beneficiary after death

My ex-husband named me as his beneficiary on his IRA. He recently passed away. The financial institution's legal dept. is saying that I have to be named as Executor of his estate by a judge in order to have the money transferred to my IRA. Also, the financial institution changed hands and names last year. The beneficiary designation is on the previous institution form. Is there any legal reason for them to hold up transferring these funds?


Asked on 6/17/08, 4:27 pm

2 Answers from Attorneys
David Slater David P. Slater, Esq.

Re: IRA beneficiary after death

no

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Answered on 6/17/08, 4:38 pm
Robert Roemer Robert Roemer

Re: IRA beneficiary after death

I agree with the no but would suggest you send me a e-mail with a phone # to reach you. There must be other legal problems here.

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Answered on 6/17/08, 7:39 pm


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