[WSBAPT] Situs issue

[Roger Hawkes]

If anyone on this list is licensed to practice in Mexico, please make yourself known.  There is ample work available for retirees moving there.

Roger Hawkes, WSBA # 5173
19909 Ballinger Way NE
Shoreline, WA 98155
www.hawkeslawfirm.com<http://www.hawkeslawfirm.com>
206 367 5000
Fax is 206 367 4005

From: jeffrey winter [mailto:jdwinter at hotmail.com]
Sent: Friday, May 15, 2015 11:37 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Situs issue

Listmates:

PC is presently a Washington resident.  She and her spouse have existing an existing trust and Wills prepared when they lived in California.  However, in the very near future (weeks, I believe) she and her spouse intend to sell their home here and relocate to Mexico.  The only asset left behind in Washington will be a bank account (and nothing left in California).

I am inclined to have her contact un Abogado once she is established in Mexico.  The bank account can probably be addressed with a POD/TOD designation.  The total estate is approx. $1.5 million.

Am I missing something?

Also, are any of you licensed to practice in Mexico per chance?

Jeffrey D. Winter
Law Office of Jeffrey D. Winter, P.S.
604 North Main Street
Ellensburg, WA 98926
(509) 925-9600 tel.
(509) 925-9606 fax
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