[WSBAPT] Attorney/CPA Referral to terminate trusts
Marie White
mwaal at aol.com
Tue Aug 15 12:54:39 PDT 2017
Thank you for all the referrals, I will pass them along to my friend.
Marie White
Attorney at Law
415 SW 152nd Street
Burien, WA 98166-2208
206-246-1791 Phone
206-246-2080 Fax
Using an employer
provided or employer owned computer or other device to communicate with our office
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We do not use encrypted email so this message is not secure and may not be protected by attorney client privilege. This email address is NOT monitored 24/7. Please call during business hours so we can discuss it with you and also discuss timing. The information in this e-mail message is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient). If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this message in error, please notify us by telephone immediately at (206) 246-1791, and delete the original message. Thank you.
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To: wsbapt <wsbapt at lists.wsbarppt.com>
Sent: Tue, Aug 15, 2017 12:00 pm
Subject: WSBAPT Digest, Vol 35, Issue 17
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Today's Topics:
1. Attorney/CPA Referral to terminate trusts (Marie White)
2. Re: Attorney/CPA Referral to terminate trusts (John Creahan)
3. Re: Attorney/CPA Referral to terminate trusts (Craig Gourley)
4. Gun Trusts (Jayne Gilbert)
5. Re: Gun Trusts (Bryce Dille)
6. Clients have moved out of Washington (Brent Williams-Ruth)
7. Re: Clients have moved out of Washington (Heather deVrieze)
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Message: 1
Date: Mon, 14 Aug 2017 15:10:12 -0400
From: Marie White <mwaal at aol.com>
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Attorney/CPA Referral to terminate trusts
Message-ID: <15de2274dbb-1074-1ea13 at webprd-a14.mail.aol.com>
Content-Type: text/plain; charset="utf-8"
My friend needs an attorney or better yet attorney/CPA in the South Seattle area to help her and her two siblings distribute and terminate a credit trust and a QTIP trust on the death of the second spouse who is their stepmother. There are some complications involving a piece of commercial real estate and debts owed by one of the siblings to the trusts, which debts are secured by promissory notes.
Marie White
Attorney at Law
415 SW 152nd Street
Burien, WA 98166-2208
206-246-1791 Phone
206-246-2080 Fax
Using an employer
provided or employer owned computer or other device to communicate with our office
may result in the waiver of the attorney-client privilege for those communications.
We do not use encrypted email so this message is not secure and may not be protected by attorney client privilege. This email address is NOT monitored 24/7. Please call during business hours so we can discuss it with you and also discuss timing. The information in this e-mail message is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient). If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this message in error, please notify us by telephone immediately at (206) 246-1791, and delete the original message. Thank you.
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Message: 2
Date: Mon, 14 Aug 2017 19:59:38 +0000
From: John Creahan <john at cairn-law.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Attorney/CPA Referral to terminate trusts
Message-ID:
<CY1PR0601MB1611B41692135EF04FFF6F04968C0 at CY1PR0601MB1611.namprd06.prod.outlook.com>
Content-Type: text/plain; charset="utf-8"
Hi Marie,
I would be happy to speak with your friend.
I have substantial experience working with these types of issues. Although my office is not in South Seattle, much of the work can be done via email and on the phone ? the PR on one of my current cases (which is fairly complex) lives in Atlanta.
Thanks,
John
John Creahan
www.cairn-law.com<http://www.cairn-law.com/>
Now located in the heart of Fremont
3417 Evanston Ave. N, Suite 312
Seattle, WA 98103
206-578-5877
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Marie White
Sent: Monday, August 14, 2017 12:10 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Attorney/CPA Referral to terminate trusts
My friend needs an attorney or better yet attorney/CPA in the South Seattle area to help her and her two siblings distribute and terminate a credit trust and a QTIP trust on the death of the second spouse who is their stepmother. There are some complications involving a piece of commercial real estate and debts owed by one of the siblings to the trusts, which debts are secured by promissory notes.
Marie White
Attorney at Law
415 SW 152nd Street
Burien, WA 98166-2208
206-246-1791 Phone
206-246-2080 Fax
Using an employer
provided or employer owned computer or other device to communicate with our office
may result in the waiver of the attorney-client privilege for those communications.
We do not use encrypted email so this message is not secure and may not be protected by attorney client privilege. This email address is NOT monitored 24/7. Please call during business hours so we can discuss it with you and also discuss timing. The information in this e-mail message is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient). If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this message in error, please notify us by telephone immediately at (206) 246-1791, and delete the original message. Thank you.
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Message: 3
Date: Mon, 14 Aug 2017 20:04:49 +0000
From: Craig Gourley <craig at glgmail.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Attorney/CPA Referral to terminate trusts
Message-ID:
<DM5PR1201MB0153462771530D4CB86E7312AE8C0 at DM5PR1201MB0153.namprd12.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Give Dalynne Singleton in my office a call. I do real estate and tax and she does trusts and estate work from Silverdale to Bellingham. . Between the 2 of us I am sure we can get it resolved. 360 568 5065
Sent from my Verizon, Samsung Galaxy smartphone
-------- Original message --------
From: Marie White <mwaal at aol.com>
Date: 8/14/17 12:15 PM (GMT-08:00)
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Attorney/CPA Referral to terminate trusts
My friend needs an attorney or better yet attorney/CPA in the South Seattle area to help her and her two siblings distribute and terminate a credit trust and a QTIP trust on the death of the second spouse who is their stepmother. There are some complications involving a piece of commercial real estate and debts owed by one of the siblings to the trusts, which debts are secured by promissory notes.
Marie White
Attorney at Law
415 SW 152nd Street
Burien, WA 98166-2208
206-246-1791 Phone
206-246-2080 Fax
Using an employer
provided or employer owned computer or other device to communicate with our office
may result in the waiver of the attorney-client privilege for those communications.
We do not use encrypted email so this message is not secure and may not be protected by attorney client privilege. This email address is NOT monitored 24/7. Please call during business hours so we can discuss it with you and also discuss timing. The information in this e-mail message is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient). If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this message in error, please notify us by telephone immediately at (206) 246-1791, and delete the original message. Thank you.
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Message: 4
Date: Mon, 14 Aug 2017 14:32:24 -0700
From: Jayne Gilbert <jgilbertatty at gmail.com>
To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Gun Trusts
Message-ID:
<CAEkNtQ38gofct9WvwK3L1jw9DzAx-y2rBJvB8JaGZ+v4Y8TDQg at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
I'm wondering if someone out there might have a sample Gun Trust they would
please share with me and/or a few moments to discuss the relevant issues
concerning gun trusts and alternatives. Thank you
--
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515
*************************************************
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Message: 5
Date: Mon, 14 Aug 2017 22:23:18 +0000
From: Bryce Dille <BryceD at cdb-law.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Gun Trusts
Message-ID:
<B3982DA158E09443BF4EE7AD2BB58257CAD78A71 at CDBS-SBS.cdb-law.local>
Content-Type: text/plain; charset="utf-8"
Any responder please reply to list thanks
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jayne Gilbert
Sent: Monday, August 14, 2017 2:32 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Gun Trusts
I'm wondering if someone out there might have a sample Gun Trust they would please share with me and/or a few moments to discuss the relevant issues concerning gun trusts and alternatives. Thank you
--
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515
*************************************************
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Message: 6
Date: Tue, 15 Aug 2017 07:15:54 -0700
From: Brent Williams-Ruth <brent at bwrconsults.com>
To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Clients have moved out of Washington
Message-ID:
<CACaE6MD8iKrFoqm+xJnt6ETJEhGOZd2_OrKdeLu48enDfwyydg at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
Good Morning Hive Mind -
As happens, one of my first estate planning clients have moved to another
state - Arizona. They have asked me if they NEED to get a new will written
under the laws of Arizona.
First time addressing this and looking into the research around it - would
appreciate any guidance and direction as to what happens if someone dies
with a Washington will while they have moved. Figure this will happen more
and more as my practice grows.
Thank you!
Brent
--
*Brent Williams-Ruth*
*Founding Member*
*BWR Consulting, PLLC*
Phone: (425) 830-5134
e-mail <brent at bwrconsults.com> / website <http://www.bwrconsults.com> /
facebook <http://www.facebook.com/bwrconsults>
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Message: 7
Date: Tue, 15 Aug 2017 15:44:29 +0000
From: Heather deVrieze <heatherd at westseattlelaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Clients have moved out of Washington
Message-ID:
<CY4PR08MB2695397EC0F67B581E01BE76A78D0 at CY4PR08MB2695.namprd08.prod.outlook.com>
Content-Type: text/plain; charset="utf-8"
What I advise clients is to review their documents to ensure that they still match their wishes, then go see an attorney in the new locale to review what they have. I explain the constitution?s full faith and credit provision requires them to be valid in the new state, BUT. . . . they may not be as efficient or effective, like taking an estate plan with a Will to California, where Living Trusts are the way to go. I do such reviews for clients recently moved to Washington, and find they appreciate the suggestions I can give about having a Health Care Directive fashioned after the Washington law, if they are going to end up in a Washington hospital, and having a power of attorney that references our statute, not one in another state. The Will itself may be fine, but other documents warrant updates.
Heather
Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D013C2.30F35160]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <https://www.facebook.com/DeVriezeCarney>
CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Brent Williams-Ruth
Sent: Tuesday, August 15, 2017 7:16 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Clients have moved out of Washington
Good Morning Hive Mind -
As happens, one of my first estate planning clients have moved to another state - Arizona. They have asked me if they NEED to get a new will written under the laws of Arizona.
First time addressing this and looking into the research around it - would appreciate any guidance and direction as to what happens if someone dies with a Washington will while they have moved. Figure this will happen more and more as my practice grows.
Thank you!
Brent
--
Brent Williams-Ruth
Founding Member
BWR Consulting, PLLC
Phone: (425) 830-5134
e-mail<mailto:brent at bwrconsults.com> / website<http://www.bwrconsults.com> / facebook<http://www.facebook.com/bwrconsults>
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