[WSBAPT] IRAs and Trusts

[David Faber]

Thank you to John and Sarah. I will investigate Natalie Choate's book.

Best,
David J. Faber
Faber Feinson PLLC
210 Polk Street, Suite 1
Port Townsend, WA 98368
(360) 379-4110

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On Tue, Jun 21, 2016 at 4:51 PM, John Creahan <john at cairn-law.com> wrote:

> 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
>
>
>
>
>
> *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
>
>
>
> *** NOTICE: ATTORNEY CLIENT COMMUNICATION - PRIVILEGED & CONFIDENTIAL.
> This communication may contain privileged or other confidential
> information. If you are not the intended recipient, or believe that
> you have received this communication in error, please do not print,
> copy, retransmit, disseminate, or otherwise use the information. Also,
> please indicate to the sender that you have received this communication in
> error, and destroy the copy you received.***
>
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