[WSBAPT] Referral for large estate

[Krista MacLaren]

Kari Brotherton at Ryan Swanson is highly qualified.

Krista J. MacLaren
Attorney at Law
Northgate Executive Center II
9725 3rd Ave NE, Suite 600
Seattle, WA 98115
(206) 523-6116
kjm.inc at me.com



> On Oct 24, 2016, at 10:36 AM, Lovie Bernardi <lovie at fb-lawfirm.com> wrote:
> 
> 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/>
>  
> **********
> This e-mail may contain information that is privileged, confidential or otherwise protected from disclosure. If you are not the intended recipient or otherwise have received this message in error, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you are not the intended recipient or otherwise have received this message in error, please notify us immediately by e-mail, discard any paper copies and delete all electronic files of the message.  Circular 230 Notice:  This communication may not be used by you or any other person or entity for the purpose of avoiding any federal tax penalties.
>  
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com <mailto:WSBAPT at lists.wsbarppt.com>
> http://mailman.fsr.com/mailman/listinfo/wsbapt <http://mailman.fsr.com/mailman/listinfo/wsbapt>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20161024/47c26bd4/attachment.html>