Mike Bleck is the senior estate planning specialist for Ronald Blue Trust’s Estate Planning Group.
As a senior 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 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’s degree 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.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."
Jim & Norma W.Lake Elsinore, CA
"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."
Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity
"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."
President & CEO of a large privately owned companyDagsboro, DE
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
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