[WSBAPT] IRA trusts

[Jenna Brozik]

Hello list mates,

I have a married couple who are clients and they have several IRAs in their
own names.  I have already done a living trust for them.  I had planned to
list the living trust as the secondary beneficiaries of the IRAs.  Do you
think it is necessary to do a separate IRA trust and list this separate IRA
trust as the secondary beneficiary of the IRAs?

Thanks in advance for any comments or suggestions.


Jenna Brozik
Attorney at Law
Prinz & Brozik PLLC
445 S Grand Ave
Pullman, WA 99163
(509)338-0908 / (509) 338-3527 (fax)
jennaprinzlaw at gmail.com
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