Legal Question in Wills and Trusts in Louisiana

Scerino question situated in Louisiana

If A takes out an IRA and names B as the benificary

B dies before A does and A doesn�t change the statis of the IRS

Now A dies and the executor for A needs B�s death certificate to liquidate the IRA

Who�s estate does the IRA go too? Does it go to A�s estate since A took out the IRA or does the IRA go to B�s estate since the executor need B�s death certificate?


Asked on 11/16/09, 1:21 pm

1 Answer from Attorneys

Nick Pizzolatto, Jr. Pizzolatto Law Office

Without seeing the IRA and its language, I would say the IRA goes into the succession of A and the death certificate of B is needed to show proof there is no longer a B to whom to transfer the IRA.

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Answered on 11/22/09, 10:35 am


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