[WSBAPT] IRAs and Trusts

[John Creahan]

Hi David,
Strongly recommend that you get Natalie Choate’s book (Life and Death Planning for Retirement Benefits). She is the most recognized expert in this field, and has lengthy and comprehensible explanations. You can buy the book or sign up for on-line access.
John



John Creahan
206-621-5848
www.cairn-law.com<http://www.cairn-law.com/>


From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of David Faber
Sent: Tuesday, June 21, 2016 4:39 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] IRAs and Trusts

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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