Louisiana 2024 Regular Session

Louisiana Senate Bill SB49

Introduced
2/26/24  
Introduced
2/26/24  
Refer
2/26/24  
Refer
2/26/24  
Refer
3/11/24  
Report Pass
3/12/24  
Report Pass
3/12/24  
Engrossed
3/21/24  
Engrossed
3/21/24  
Refer
3/25/24  
Refer
3/25/24  
Report Pass
4/23/24  
Report Pass
4/23/24  
Enrolled
5/14/24  
Enrolled
5/14/24  
Chaptered
5/21/24  
Chaptered
5/21/24  
Passed
5/21/24  

Caption

Provides for the revocation of beneficiary designation for certain assets. (8/1/24)

Impact

The enactment of SB49 will directly affect the handling of beneficiary designations in pension, profit-sharing, and retirement benefit plans as well as life insurance and annuity contracts. By providing a clear automatic revocation of a former spouse as beneficiary, the bill aims to protect individuals from the possibility of their ex-spouse receiving financial benefits after their death. Importantly, the provisions will not apply retroactively, meaning that existing beneficiary designations will remain intact unless explicitly changed by a new agreement or judgment.

Summary

Senate Bill 49 aims to clarify the impact of divorce on beneficiary designations related to certain financial assets, specifically pension plans and life insurance policies. The bill establishes that upon divorce, any beneficiary designation made by an individual to their former spouse will be automatically revoked. This change seeks to prevent unintended benefits from being payable to a former spouse after a divorce, should no contrary agreement exist. The bill is intended to create clearer guidelines for individuals navigating their financial affairs in the context of divorce proceedings.

Sentiment

There appears to be a general consensus in support of SB49 as it addresses a significant issue affecting many individuals undergoing divorce. Proponents argue that it enhances financial security and clarity, helping to prevent potential disputes over beneficiary rights. The sentiment is largely positive, with advocacy for the bill reflecting a broader trend towards ensuring that individuals can better manage their benefits in light of personal changes such as divorce.

Contention

While the bill generally enjoys support, there are considerations regarding exceptions, particularly concerning cases where prior agreements might stand against the automatic revocation. Discussions may arise around specific scenarios, such as any existing property settlement agreements that could override the bill's stipulations. Additionally, concerns about the rights of former spouses in cases where significant investments were made during marriage might lead to debates regarding equity in asset distribution, particularly in complicated financial situations.

Companion Bills

No companion bills found.

Previously Filed As

LA HB43

Provides for nonrecurring lump-sum supplemental payment to certain eligible retirees and beneficiaries (EN +5,970,000 FC SG EX)

LA HB239

Provides relative to certain assets and transactions subject to the Uniform Commercial Code

LA SB18

Provides for benefit increases for retirees, beneficiaries, and survivors of state retirement systems and the funding therefor. (2/3-CA10s(29)(F)) (gov sig) (EN INCREASE FC SG RE)

LA HB604

Provides for the appraisal process

LA SB103

Renames the Department of Natural Resources. (1/10/24) (EN SEE FISC NOTE GF EX)

LA SB96

Provides the Louisiana Insurance Guaranty Association and the Louisiana Citizens Property Corporation shall not be liable for certain property damage insurance claims. (8/1/23)

LA SB140

Provides relative to online judicial sales. (8/1/23)

LA SB91

Provides for prohibition of immovable property transactions by certain foreign actors. (8/1/23)

LA HB607

Provides relative to bad faith

LA SB30

Provides for the transfer of funds in an ABLE account of a deceased designated beneficiary. (gov sig) (EN SEE FISC NOTE SD RV)

Similar Bills

No similar bills found.