[WSBAPT] Estate planning referral

Fri Apr 10 13:59:14 PDT 2015

John & all,

I was mostly joking, or maybe just poking. I often tell new estate planning clients that I hope to retire in ## years (currently 3-5, depending).  It's relevant because they ask about changing their estate plans, how I do it, & what happens to their files when I retire. I don't really fault people for wanting a lawyer who'll be around longer, though of course I think they benefit from my decades of practice.

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com<http://www.lisaschuchman.com>

I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy

On Apr 10, 2015, at 1:44 PM, John McCrady <j.mccrady at pstitle.com<mailto:j.mccrady at pstitle.com>> wrote:

Actually this client sees great value in experience and the wisdom accumulated thereby.  In this situation though he values the expectation of a long term relationship at least as much.  His hope is that he can find an attorney with years of practice ahead and years of experience behind.
As an aside, we should keep in mind that, although we have all seen attorneys practice into their 80’s with great acumen, we have also seen attorneys retire burnt out at 55.
I don’t think we can fairly question a client’s decisions on these matters.

John McCrady
Counsel
Puget Sound Title Company
5350 Orchard Street West
University Place WA 98466
253-476-5721

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Stacey Romberg
Sent: Friday, April 10, 2015 11:50 AM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] Estate planning referral

I think it’s silly, and also outdated. A lawyer, especially one who exercises daily, eats lots of veggies & gets plenty of sleep, can absolutely practice successfully well into his/her 80’s. I’ve seen quite a few lawyers do just that – and they’ve been skillful and wise to boot.  Since the potential client doesn’t seem to have a grasp on the modern aging process – perhaps he/she is the one who is getting a bit too ancient! ;)

<image001.png>Stacey L. Romberg, Attorney at Law
10115 Greenwood Avenue N., PMB #275
Seattle, Washington 98133
Telephone: 206-784-5305
Facsimile: 206-789-8103
E-mail: info at staceyromberg.com<mailto:info at staceyromberg.com>
Web site: www.staceyromberg.com<http://www.staceyromberg.com/>

Practice concentrated on business law, estate planning and probate.
Office Hours: Monday - Friday, 9:00 - 5:00. In-person appointments scheduled: Tuesday, Thursday, Friday.
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Glenn Price
Sent: Friday, April 10, 2015 10:54 AM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] Estate planning referral

I’m in my mid-60’s, so better stay away from me!  My decades of accumulated  knowledge and experience are undoubtedly irrelevant (at least to that client).

Glenn D. Price, J.D.
Price & Farrington, PLLC
Attorneys and Counselors at Law
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Parkwood Office Center
2370 130th Avenue N.E., Suite 103
Bellevue, Washington 98005
Phone: 425.451.3583  Fax: 425.522.4818
Email: glenn at pricefarrington.com<mailto:glenn at pricefarrington.com>
Home page:   www.pricefarrington.com<http://www.pricefarrington.com/>
Estate, Tax, Retirement and Asset Protection Planning
This e-mail and any attachment is intended solely for the use of the addressee(s) and is privileged and confidential within the attorney-client privilege.  If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lewis, Amy C.
Sent: Friday, April 10, 2015 10:21 AM
To: WSBA Probate & Trust Listserv
Cc: Blodgett, Todd
Subject: Re: [WSBAPT] Estate planning referral

John,

I'm in my mid-40s, but my colleague Todd Blodgett is in his 30s.  We would be happy to assist the client.

Sent from my Verizon Wireless 4G LTE DROID

Amy C. Lewis, Attorney

<image006.jpg>

ESTATE PLANNING & PROBATE

1200 Wells Fargo Plaza | 1201 Pacific Avenue | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>

John McCrady <j.mccrady at pstitle.com<mailto:j.mccrady at pstitle.com>> wrote:
I need a referral to an estate planning attorney in the Pierce County area.  Client is looking for an attorney who will be active for the next 20 years, so I am looking for someone in their 30’s or early 40’s.

Thanks for all referrals.

John McCrady
Counsel
Puget Sound Title Company
5350 Orchard Street West
University Place WA 98466
253-476-5721

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