[WSBAPT] trustee recommendations

[John Creahan]

Hi Sharon,
A couple of questions.
How much wealth will the trust hold? How long is it expected to last? Is she looking for a trustee to manage assets or for an independent trustee? There are advantages and disadvantages to each.
Thanks,
John

John Creahan
john at cairn-law.com<mailto:john at cairn-law.com>
1325 4th Ave., Suite 940
Seattle, WA 98101
206-621-5848
www.cairn-law.com<http://www.cairn-law.com/>
[cid:image001.png at 01CE636C.3EB992D0]

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lovie Bernardi
Sent: Monday, April 20, 2015 2:33 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] trustee recommendations

Shannon Scott (425) 743-2910. She is excellent.

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Sharon Rutberg
Sent: Monday, April 20, 2015 2:16 PM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] trustee recommendations

Hello, Listmates -

A client has asked for some recommendations as to a professional trustee to name in their testamentary trust. I would like to pass along the names of a couple of reliable, reasonably priced organizations or individuals. If you can recommend one, please let me know.

Thanks very much.

Sharon

Sharon C. Rutberg
Attorney at Law
1718 NW 56th Street, Suite 304
Seattle, WA 98107
Website: www.sharonrutberglaw.com<http://www.sharonrutberglaw.com>
206-409-2604
email at sharonrutberglaw.com<mailto:email at sharonrutberglaw.com>
Washington State Bar #47055
D.C. Bar #420576

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