[WSBAPT] Trust atty in DC referral

Sharon Rutberg email at sharonrutberglaw.com
Wed Aug 31 13:48:09 PDT 2016


I recommend Rebecca Geller at the Geller Group.
<http://www.thegellerlawgroup.com> www.thegellerlawgroup.com  703-679-7067

 

Law Office of Sharon C. Rutberg, PS

1734 NW Market St.

Seattle, WA 98107

Website:  <http://www.sharonrutberglaw.com/> www.sharonrutberglaw.com 

206-409-2604

 <mailto:email at sharonrutberglaw.com> email at sharonrutberglaw.com

Washington State Bar #47055
D.C. Bar #420576

NOTICES
The contents of this message and any attachments may be protected by the
attorney-client privilege, work product doctrine, and/or other applicable
protections. If you are not the intended recipient or have received this
message in error, please notify the sender and promptly delete the message.
Thank you for your assistance.

 

IRS Circular 230 Disclaimer: To ensure compliance with requirements imposed
by the IRS, we inform you that to the extent this communication contains
advice relating to a Federal tax issue, it is not intended or written to be
used, and it may not be used, for (i) the purpose of avoiding any penalties
that may be imposed on you or any other person or entity under the Internal
Revenue Code or (ii) promoting or marketing to another party any transaction
or matter addressed herein.

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Melinda Grout
Sent: Wednesday, August 31, 2016 1:00 PM
To: WSBA Probate & Trust Listserv; WANAELA
Subject: [WSBAPT] Trust atty in DC referral

 

Local client is successor trustee for Residuary Trust (from RLT).  Trust
written in DC, Trust Situs is DC, Trust assets largely in DC.  (Also some
beneficiaries in France).

 

I'd like to refer this nice woman to someone with DC license to practice.
Ideally someone with both WA and DC license.  Any suggestions?

 

Tbanks!

 

Regards,

Melinda Grout
Law Office of Melinda K Grout, PS
17325 W. Main Street / P.O. Box 1360
Monroe, WA  98272
360-794-4322  / Fax: 425-744-6745

 

Emphasizing Estate Planning, Probate, and Elder Law
mkgroutlaw.com

NOTE:  
1.  This office does not accept service of pleadings or process service by
e-mail or fax except with the express prior permission of the intended
recipient.
2. This email address is not monitored at all times. If your matter is
urgent, please phone my office.
3.  Messages sent to or from my office via email are not encrypted and not
secure.
4.  This email may contain confidential material protected by
attorney/client privilege, and is intended for use solely by the above
referenced recipient. Any review, copying, printing, disclosure,
distribution, or other use is strictly prohibited and may be unlawful. If
you are not the named recipient, or may have received this email in error,
please reply to sender and delete the copy you received. 
5.  This message does not provide any legal advice, or imply an
attorney-client relationship, and does not contain the signature of the
sender or any other party.  You are not a client of this law firm unless you
have paid a retainer and signed an attorney/client agreement for
representation on a particular matter.



 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160831/9288a496/attachment.html>


More information about the WSBAPT mailing list