[WSBAPT] Referral for large estate

[Carla Higginson]

My law partner Garrett Beyer is an experienced tax attorney who handles many high net worth clients.

___________________________

Carla J. Higginson, Attorney
Higginson Beyer, P.S.    [cid:image004.png at 01D142F8.438976E0]
Friday Harbor Office:
175 Second Street North, Friday Harbor, Washington 98250 | Telephone: (360) 378-2185 | Facsimile: (360) 378-3935
Seattle Office:
701 Fifth Avenue, Suite 5500, Seattle, Washington 98104 | Telephone: (206) 623-8888 | Facsimile: (360) 378-3935

carla at higginsonbeyer.com<mailto:carla at higginsonbeyer.com>
HigginsonBeyer.com

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lovie Bernardi
Sent: Monday, October 24, 2016 10:37 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Referral for large estate

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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