[WSBAPT] Estate planning referral

[Keil Larsen]

I recommend:


[cid:image001.png at 01D2230D.E3768CB0]

Alexandra (Xan) Gerson
Attorney
206.408.8163
xan at metisestateplanning.com<mailto:xan at metisestateplanning.com>





Keil A. Larsen
Attorney
Reed Pruett Walters pllc<http://www.rpwlawfirm.com/>

11120 NE 2nd Street
Suite 200
Bellevue, WA 98004
KLarsen at RPWLawFirm.com<mailto:KLarsen at RPWLawFirm.com>
206-953-9633
FAX (425) 642-8260

NOTICE: The information contained in this email is confidential and may be subject to the attorney-client privilege. If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution or copying of this email is prohibited.  If you received this email in error, please immediately notify the sender by telephone at the number above.  Thank you.

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lovie Bernardi
Sent: Wednesday, December 7, 2016 12:19 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Estate planning referral

Listmates;

I have a potential client who needs someone who handles larger estates. He is unmarried, no kids, but in a long term relationship. He owns two commercial properties with partners and is in the process of acquiring more properties. He expects his estate may be in Federal Estate tax range in the near future. He is also concerned about long term care planning. If you are interested in assisting him or know someone who would be a good fit, please send me the contact information.

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
216 First AVE S, #450
Seattle, WA  98104
(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
http://fb-lawfirm.com<http://sbfirm.com/>

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