[WSBAPT] Professional fiduciary on Whidbey Island

[Paul Neumiller]

I second the vote for Sari.  I found her helpful and pragmatic.  

 



 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Deborah Jameson
Sent: Tuesday, August 4, 2015 11:21 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Professional fiduciary on Whidbey Island

 

Sari Spieler, she is a certified professional guardian and would be
qualified to be a fiduciary for your friend.

 

Her address is:

4914 Scurlock Road

Freeland WA  98249

 

360-331-1617

slspieler at whidbey.com <mailto:slspieler at whidbey.com> 


Deborah Jameson
Neil & Neil, P.S.
5302 Pacific Avenue
Tacoma, WA  98408
253-475-8600
253-473-5746 FAX

If your matter is urgent, please call my office.  Also, this message is not
encrypted and it may not be secure or protected by attorney-client
privilege.

 

On Aug 4, 2015, at 10:46 AM, Lisa Schuchman <lisa at lisaschuchman.com
<mailto:lisa at lisaschuchman.com> > wrote:

 

I have a client on Whidbey Island who doesn't have an appropriate friend or
relative to act as AIF for her financial powers.  Does anyone know a
professional fiduciary in that area?  Her needs are very simple.  Thank you.

 

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

 

NOTE: I do not use encrypted email.  Messages sent to or from my office via
email are not secure and may not be protected by attorney-client privilege.
This email address is not monitored at all times.  If your matter is urgent,
please phone my office during regular business hours. 

 

Any tax advice included in this document and its attachments was not
intended or written to be used, and it cannot be used, for the purpose of
avoiding penalties under the Internal Revenue Code.

P  Please consider the trees before printing this document

 

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