[WSBAPT] IRAs and Trusts

Sarah Jael Dion sarah at dionlaw.com
Tue Jun 21 16:50:12 PDT 2016


There is an incredible book that explains everything related to your question-- Life and Death Planning for Retirement Benefits by Natalie Choate. 

Sarah Dion
Dion Law PLLC

> On Jun 21, 2016, at 4:39 PM, David Faber <david at faberfeinson.com> wrote:
> 
> Listmates:
> 
> Can anyone recommend an article or series thereof that provide a comprehensive overview of using a trust as a beneficiary of an IRA? I am working through the WSBA Deskbook on the subject and finding the language used in that portion of the deskbook could use further clarification.
> 
> Best,
> David J. Faber
> Faber Feinson PLLC
> 210 Polk Street, Suite 1
> Port Townsend, WA 98368
> (360) 379-4110
> 
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