[WSBAPT] Estate planning referral

[Erin Fairley]

Highly recommend:  Derek Jensen.  JD/LLM in Taxation.

Jensen Law Office, PLLC
1833 N 105th St., Suite 301
Seattle, WA 98133
Tel: 206-547-1412
Fax: (206) 770-6524


Erin M. Fairley, Attorney
121 Lakeside Avenue, Suite 108
Seattle, WA 98122
mailto:efairley at advocateslg.com
Phone: (206)-535-7929; Cell:  (206) 353-4625
http://www.advocateslg.com<http://www.advocateslg.com/>


[cid:CBBBBBD3-A6C4-4D6A-B82A-DCD590D2639C]




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From: Lovie Bernardi <lovie at fb-lawfirm.com<mailto:lovie at fb-lawfirm.com>>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Date: Wednesday, December 7, 2016 at 1:18 PM
To: "wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>" <wsbapt at lists.wsbarppt.com<mailto: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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