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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>I note that this book is in the 7<sup>th</sup> edition and came out in 2011. Does anyone know if she is going to release an updated very soon? <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>John Creahan<br><b>Sent:</b> Thursday, February 12, 2015 11:06 AM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] IRA Conduit Trust for Minor beneficiary<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:11.0pt;color:#595959'>Natalie Choate’s book (Life and Death Planning for Retirement Benefits) includes numerous forms. The practical advice she provides is worth much more than the purchase price (about $100 on Amazon). <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;color:#595959'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='font-size:14.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959'>John Creahan</span><span style='font-family:"Tw Cen MT",sans-serif;color:#595959'><o:p></o:p></span></p><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-family:"Tw Cen MT",sans-serif;color:#595959'>206-621-5848<br></span><a href="http://www.cairn-law.com/"><span style='font-family:"Tw Cen MT",sans-serif;color:#595959'>www.cairn-law.com</span></a><span style='font-family:"Tw Cen MT",sans-serif;color:#4F6228'><o:p></o:p></span></p><p class=MsoNormal><span style='color:#595959'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='font-size:11.0pt;color:#595959'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Kate Gamble<br><b>Sent:</b> Wednesday, February 11, 2015 4:33 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] IRA Conduit Trust for Minor beneficiary<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><div><div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>To list, please!<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>Thanks,<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p> </o:p></span></p></div><div><div><p style='margin:0in;margin-bottom:.0001pt'><span style='font-size:10.5pt;font-family:"Garamond",serif;color:black'>Kate Gamble</span><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p></o:p></span></p><p style='margin:0in;margin-bottom:.0001pt'><span style='font-size:10.5pt;font-family:"Garamond",serif;color:black'>Attorney at Law</span><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p></o:p></span></p><p style='margin:0in;margin-bottom:.0001pt'><span style='font-size:10.5pt;font-family:"Garamond",serif;color:black'>Uptown Law PLLC</span><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p></o:p></span></p><p style='margin:0in;margin-bottom:.0001pt'><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p> </o:p></span></p><p style='margin:0in;margin-bottom:.0001pt'><b><span style='font-size:10.0pt;font-family:"Garamond",serif;color:black'>CONFIDENTIALITY NOTICE:</span></b><span style='font-size:10.0pt;font-family:"Garamond",serif;color:black'> This email, including any attachments, is confidential and subject to legal privilege. The information contained in this message is intended only for the use of the above named recipient. If you are not the intended recipient, you are hereby notified that any dissemination, disclosure, or copying of this communication, including all attachments, is strictly prohibited, and subject to penalty. If you have received this communication in error, please immediately notify us by return email and telephone at 360-379-1818; then please destroy this original message and all attachments. Thank you.</span><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p></o:p></span></p><p style='margin:0in;margin-bottom:.0001pt'><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p> </o:p></span></p><p style='margin:0in;margin-bottom:.0001pt'><b><span style='font-size:10.0pt;font-family:"Garamond",serif;color:black'>SPECIAL NOTICE TO CLIENT(S): </span></b><span style='font-size:10.0pt;font-family:"Garamond",serif;color:black'>If you are a client and this email is directed to you, DO NOT FORWARD to any other party, or you could be waiving the attorney -client privilege</span><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p> </o:p></span></p></div></div></div></div><div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p> </o:p></span></p></div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:black'>From: </span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:black'>"Patrick J. Galloway" <</span><a href="mailto:patrick@alsnorthwest.com"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>patrick@alsnorthwest.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:black'>><br><b>Reply-To: </b>WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>wsbapt@lists.wsbarppt.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:black'>><br><b>Date: </b>Wednesday, February 11, 2015 at 4:24 PM<br><b>To: </b>WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>wsbapt@lists.wsbarppt.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:black'>><br><b>Subject: </b>[WSBAPT] IRA Conduit Trust for Minor beneficiary<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p> </o:p></span></p></div><div><div><div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>Anyone willing to share forms you have developed for IRA Trusts?<o:p></o:p></span></p><div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>Thanks,<o:p></o:p></span></p><p class=MsoNormal><strong><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>Patrick J. Galloway</span></strong><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>Advance Legal Services, PLLC<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>1920 N. Pittsburgh Ste. D-3<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>Kennewick, WA 99336<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>(509) 851-7884<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'> </span><a href="http://www.alsnorthwest.com" target="_blank"><span style='font-size:10.5pt;font-family:"Calibri",sans-serif'>www.alsnorthwest.com</span></a><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>This E-Mail message and any documentation accompanying this transmission may contain privileged and/or confidential information and is intended solely for the addressee(s) named above. If you are not the intended addressee/recipient, you are hereby notified that any use of, disclosure, copying, distribution, or reliance on the contents of this E-Mail information is strictly prohibited and may result in legal action against you. Please reply to the sender advising of the error in transmission and immediately delete/destroy the message and any accompanying documents. Thank you.<o:p></o:p></span></p></div></div></div></div><p class=MsoNormal><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'>_______________________________________________ WSBAPT mailing list </span><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style='font-size:10.5pt;font-family:"Calibri",sans-serif'>WSBAPT@lists.wsbarppt.com</span></a><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'> </span><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='font-size:10.5pt;font-family:"Calibri",sans-serif'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><span style='font-size:10.5pt;font-family:"Calibri",sans-serif;color:black'><o:p></o:p></span></p></div></body></html>