Louisiana Panel Affirms, Finds Transfer-On-Death Designation Form Invalid

(September 7, 2023, 2:07 PM EDT) -- GRETNA, La. — A Louisiana appeals court on Sept. 6 affirmed a lower court’s determination that a transfer-on-death (TOD) beneficiary designation of a brokerage account was invalid, finding that the TOD form at issue is not an exception to the state law “general rule that property owned by a decedent at death will pass to her heirs via succession.”...

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