[WSBAPT] IRAs and Trusts

[Sarah Jael Dion]

It's pretty fabulous. 

> On Jun 21, 2016, at 5:03 PM, David Faber <david at faberfeinson.com> wrote:
> 
> 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
> 
> *** 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.***
> 
>> 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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