[WSBAPT] International Client - Ethical Complications? Legal Complications?

[David Faber]

Good morning WSBAPT,

I have Canadian/American clients, a married couple, whose Canadian
attorney suggested they have two wills, one for Canadian assets and one
for American assets. I know the general rule-of-thumb is a single will,
but this is what they want.

Anyway, my question: The clients' only American asset is money. They each
have bank accounts in California. Do they need to move their money to a
Washington bank for me to write their wills? What about residency issues?
Basically, I'm trying to avoid the potential ethical and legal minefield
here.

Best,
David J. Faber
Faber Feinson PLLC
210 Polk Street, Suite 1
Port Townsend, WA 98368
(360) 379-4110

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