[WSBAPT] Referral for large estate

[Lovie Bernardi]

Listmates,

 

PC is divorced man with two young adult children whose estate has grown
to about $8 million since his last will, and it will at some point be
about $10 million. He seeks to minimize estate taxes, and I do not have
experience in estates of this size. He hopes to get his estate planning
done by the end of the year. I will pass all referrals and self-
referrals on to the client. Many thanks.

 

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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