[WSBAPT] IRA trusts

[Mike Winslow]

This is a complex area of tax law. I have used Judd Marten to advise on these provisions. He teaches on the subject matter.
 
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
 
This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.
 
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jenna Brozik
Sent: Friday, September 11, 2015 9:16 AM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] IRA trusts
 
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
 
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150911/2faf1400/attachment.html>