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<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171">Hi Paul,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171">Transactions with self-directed IRAs are very high risk, and I recommend against them in virtually all cases. If your client wants to pursue this, Warren Baker at Fairview Law
Group is the leading expert.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171">John<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="text-autospace:none"><a href="http://www.fairviewlawgroup.com/"><span style="color:#1A1F28;text-decoration:none"><img border="0" width="167" height="44" id="_x0000_i1025" src="cid:image001.png@01D21A4C.AA7E8260"></span></a><o:p></o:p></p>
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<p class="MsoNormal" style="text-autospace:none"><span style="font-family:Optima;color:#31638B">500 Yale Ave N., Ste. 384, Seattle, WA 98109</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:Optima;color:#31638B">P: 206.753.0305
</span><b><span style="font-family:Optima;color:#16A53F">|</span></b><b><span style="font-family:Optima;color:#5B7C93">
</span></b><span style="font-family:Optima;color:#5B7C93"> </span><span style="font-family:Optima;color:#31638B">F: 206.400.1662 </span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><u><span style="font-family:Optima;color:#16A53F"><a href="mailto:warren@fairviewlawgroup.com">warren@fairviewlawgroup.com</a></span></u><o:p></o:p></p>
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<p class="MsoNormal" style="text-autospace:none"><span style="font-family:Optima;color:#1A1F28"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171"><o:p> </o:p></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"><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>
<a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a></span><span style="font-family:"Tw Cen MT",sans-serif;color:#4F6228"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#767171"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#767171"><o:p> </o:p></span></p>
<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>Paul Grant<br>
<b>Sent:</b> Wednesday, September 28, 2016 4:05 PM<br>
<b>To:</b> Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Self-Directed IRA<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">I have a client that desires to use their IRA to invest in a new business. I know there are a lot of unwary traps. If someone has recommendations to a custodian that does self-directed IRAs or someone that knows about the technical aspects
I would appreciate it.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">As always, thank you.<br clear="all">
<o:p></o:p></p>
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<p class="MsoNormal"><br>
Paul H. Grant - JD, LL.M<br>
<br>
Planning with Purpose, Inc<br>
Lynnwood, WA 98036<br>
425-939-9948<br>
<a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br>
<br>
Estate Planning. Business Planning. Wealth Succession.<o:p></o:p></p>
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