<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div></div><div>It's pretty fabulous. </div><div><br>On Jun 21, 2016, at 5:03 PM, David Faber <<a href="mailto:david@faberfeinson.com">david@faberfeinson.com</a>> wrote:<br><br></div><blockquote type="cite"><div><div dir="ltr">Thank you to John and Sarah. I will investigate Natalie Choate's book.</div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div style="font-family:arial;font-size:small">Best,</div><div style="font-family:arial;font-size:small">David J. Faber</div><div style="font-family:arial;font-size:small">Faber Feinson PLLC</div><div style="font-family:arial;font-size:small">210 Polk Street, Suite 1</div><div style="font-family:arial;font-size:small">Port Townsend, WA 98368<br>(360) 379-4110</div><div style="font-family:arial;font-size:small"><br></div><div style="font-family:arial;font-size:small"><span style="font-family:Helvetica">*** 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.***</span></div></div></div></div>
<br><div class="gmail_quote">On Tue, Jun 21, 2016 at 4:51 PM, John Creahan <span dir="ltr"><<a href="mailto:john@cairn-law.com" target="_blank">john@cairn-law.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">







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<p class="MsoNormal"><span style="color:#595959">Hi David,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#595959">Strongly recommend that you get </span>
<span style="color:#595959">Natalie Choateā€™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.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#595959">John</span><span style="font-size:11.0pt;color:#595959"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#595959"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p>
<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"><u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Tw Cen MT",sans-serif;color:#595959"><a href="tel:206-621-5848" value="+12066215848" target="_blank">206-621-5848</a><br>
<a href="http://www.cairn-law.com/" target="_blank"><span style="color:#595959">www.cairn-law.com</span></a></span><span style="font-family:"Tw Cen MT",sans-serif;color:#4f6228"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p>
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<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" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>
 [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>David Faber<br>
<b>Sent:</b> Tuesday, June 21, 2016 4:39 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] IRAs and Trusts<u></u><u></u></span></p><div><div class="h5">
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Listmates:<u></u><u></u></p>
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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.<u></u><u></u></p>
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<span style="font-family:"Arial",sans-serif">Best,<u></u><u></u></span></p>
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<span style="font-family:"Arial",sans-serif">David J. Faber<u></u><u></u></span></p>
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<span style="font-family:"Arial",sans-serif">Faber Feinson PLLC<u></u><u></u></span></p>
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<span style="font-family:"Arial",sans-serif">210 Polk Street, Suite 1<u></u><u></u></span></p>
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<span style="font-family:"Arial",sans-serif">Port Townsend, WA 98368<br>
<a href="tel:%28360%29%20379-4110" value="+13603794110" target="_blank">(360) 379-4110</a><u></u><u></u></span></p>
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<span style="font-family:"Helvetica",sans-serif">*** 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.***</span><span style="font-family:"Arial",sans-serif"><u></u><u></u></span></p>
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