[WSBAPT] IRA Conduit Trust for Minor beneficiary
Paul Neumiller
pneumiller at hotmail.com
Fri Feb 13 10:49:51 PST 2015
I note that this book is in the 7th edition and came out in 2011. Does
anyone know if she is going to release an updated very soon?
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of John Creahan
Sent: Thursday, February 12, 2015 11:06 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] IRA Conduit Trust for Minor beneficiary
Natalie Choate's book (Life and Death Planning for Retirement Benefits)
includes numerous forms. The practical advice she provides is worth much
more than the purchase price (about $100 on Amazon).
John Creahan
206-621-5848
<http://www.cairn-law.com/> www.cairn-law.com
From: wsbapt-bounces at lists.wsbarppt.com
<mailto:wsbapt-bounces at lists.wsbarppt.com>
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Kate Gamble
Sent: Wednesday, February 11, 2015 4:33 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] IRA Conduit Trust for Minor beneficiary
To list, please!
Thanks,
Kate Gamble
Attorney at Law
Uptown Law PLLC
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From: "Patrick J. Galloway" < <mailto:patrick at alsnorthwest.com>
patrick at alsnorthwest.com>
Reply-To: WSBA Probate & Trust Listserv < <mailto:wsbapt at lists.wsbarppt.com>
wsbapt at lists.wsbarppt.com>
Date: Wednesday, February 11, 2015 at 4:24 PM
To: WSBA Probate & Trust Listserv < <mailto:wsbapt at lists.wsbarppt.com>
wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] IRA Conduit Trust for Minor beneficiary
Anyone willing to share forms you have developed for IRA Trusts?
Thanks,
Patrick J. Galloway
Advance Legal Services, PLLC
1920 N. Pittsburgh Ste. D-3
Kennewick, WA 99336
(509) 851-7884
<http://www.alsnorthwest.com> www.alsnorthwest.com
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