[WSBAPT] IRA Conduit Trust for Minor beneficiary

[Paul Neumiller]

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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