Mike Bleck

Mike Bleck, CPA

Sr. Estate Planning Advisor, Partner
Alpharetta, GA
mike.bleck@bluetrust.com
(770) 280-6000
Follow on LinkedIn

Mike Bleck is a senior estate planning advisor for the Department of Estate and Philanthropic Planning and partner of Blue Trust.

For over 25 years, Mike has practiced in estate, gift, trust, and charitable planning and estate administration. As a senior estate planning advisor, he provides expertise in wealth transfer planning, including intervivos and testamentary, estate and gift tax administration, and charitable giving strategies. Mike has 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. He helps individuals define and achieve their estate, gift, and charitable planning goals through objective advice and guidance.

Mike previously served as a senior estate settlement officer with Blue Trust, where he focused on providing expertise in the administration of decedents’ estates and/or trusts. Because of this experience, he has a unique perspective that allows an understanding of the lifetime estate, gift, and charitable planning and its impact on the efficient transition to the estate settlement upon a client’s death and the ultimate disposition of assets to the estate beneficiaries.

Before joining Blue Trust in 1999, Mike practiced in a boutique trust and estate planning practice at a regional CPA firm in Green Bay, Wisconsin. He graduated from the University of Wisconsin—Whitewater with a BBA in accounting and a master’s degree in taxation from the University of Wisconsin—Milwaukee. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of CPAs.

Active in his community, Mike is a member of his local church in Roswell, GA, where he teaches and serves on various committees. He and his wife, Rhonda, live in Acworth, Georgia, and have four children and two grandchildren.

Testimonials

 
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our 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

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our 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

Resources from Mike

  • What’s Next for the $1.2T Infrastructure Bill?

  • Estate Planning Considerations in Times of Uncertainty

  • Estate Planning Year-End Review

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by 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. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.