Mike Bleck is the Sr. Estate Planning Specialist for Ronald Blue Trust’s Estate Planning Group.
As a Sr. Estate Planning Specialist, Mike’s focus is to provide expertise in wealth transfer planning, including intervivos and testamentary; estate and gift tax administration; and charitable giving strategies. Mike has also practiced extensively in the retirement distribution arena, advising clients on various retirement distribution strategies including early distributions, distributions of employer securities from a qualified plan, and the structure of beneficiary designations. Through objective advice and guidance, he helps individuals define and achieve their estate, gift, and charitable planning goals.
Mike has lectured for regional estate planning councils, the family law forum, and the annual tax workshop. Mike has been quoted in various newspapers and magazines regarding IRA distribution planning including the Registered Representative. He is the author and co-author of several articles related to retirement distribution planning. In addition, he was contributor to the writing of the “Tax Workshop” and “A CPA’s Guide to Making the Most of the New IRAs” both published by the American Institute of Certified Public Accountants authored by Robert S. Keebler.
Prior to joining Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 1999, Mike practiced in the estate planning department at a large regional CPA firm in Green Bay, Wisconsin. Mike graduated from the University of Wisconsin - Whitewater with a BBA in Accounting. He also earned a Master of Science from University of Wisconsin – Milwaukee. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs.
Involved in his community, Mike is an active member of his local church in Roswell, GA and is a basketball coach at a Christian school. Mike and his wife, Rhonda, have four children and live in Acworth, Georgia.