[WSBAPT] FW: [WCMLS]do it yourself trust presentation
Glenn Price
glenn at pricefarrington.com
Thu Dec 14 07:51:51 PST 2017
I am the one who posted the Legal Zoom disclaimer some months ago. It speaks volumes to me, and I use it in my presentations.
Glenn D. Price, J.D.
Price & Farrington, PLLC
Attorneys and Counselors at Law
Parkwood Office Center
2370 130th Avenue N.E., Suite 103
Bellevue, Washington 98005
Phone: 425.451.3583 Fax: 425.522.4818
Email: glenn at pricefarrington.com<mailto:glenn at pricefarrington.com>
Home page: www.pricefarrington.com<http://www.pricefarrington.com/>
Estate, Tax, Retirement and Asset Protection Planning
[WC-Member-Logo-Founding]
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From: Glenn Price
Sent: Thursday, December 14, 2017 7:21 AM
To: Glenn Price
Subject: FW: [WCMLS]do it yourself trust presentation
Glenn D. Price, J.D.
Price & Farrington, PLLC
Attorneys and Counselors at Law
Parkwood Office Center
2370 130th Avenue N.E., Suite 103
Bellevue, Washington 98005
Phone: 425.451.3583 Fax: 425.522.4818
Email: glenn at pricefarrington.com<mailto:glenn at pricefarrington.com>
Home page: www.pricefarrington.com<http://www.pricefarrington.com/>
Estate, Tax, Retirement and Asset Protection Planning
[WC-Member-Logo-Founding]
This e-mail and any attachment is intended solely for the use of the addressee(s) and is privileged and confidential within the attorney-client privilege. 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.
IRS Circular 230 provides that this message cannot be used to avoid any IRS tax penalties.
No trees have been killed in the sending of this message, but billions of electrons have been horribly inconvenienced.
From: WealthCounsel Members Listserv [mailto:Members at lists.wealthcounsel.com]
Sent: Thursday, December 14, 2017 6:02 AM
To: WealthCounsel Members Listserv
Subject: Re: [WCMLS]do it yourself trust presentation
Doug – I had saved some of the “horror” stories on Legal Zoom. I recall someone included the attached highlighted legal disclaimer which they felt spoke for itself. Hope this helps
From: WealthCounsel Members Listserv [mailto:Members at lists.wealthcounsel.com<mailto:Members at lists.wealthcounsel.com>]
Sent: Tuesday, December 12, 2017 3:38 PM
To: WealthCounsel Members Listserv <Members at lists.wealthcounsel.com<mailto:Members at lists.wealthcounsel.com>>
Subject: Re: [WCMLS]do it yourself trust presentation
Hi Doug,
I recall reading a thread recently about a WC member putting together a horror story list about online services but I can not seem to find it. Try checking the WCMLS postings.
Best
Elizabeth
On Tue, Dec 12, 2017 at 4:32 PM, Doug Iverson <Members at lists.wealthcounsel.com<mailto:Members at lists.wealthcounsel.com>> wrote:
Actually,
If I could get just some pages of the "cheap" trusts and add my own commentary, that would also work.
Doug
On Tue, Dec 12, 2017 at 4:30 PM, Doug Iverson <ripondoug at gmail.com<mailto:ripondoug at gmail.com>> wrote:
sorry,
I would like to show financial people how a legal zoom or rocket lawyer trust is lacking.
Doug Iverson
On Tue, Dec 12, 2017 at 4:17 PM, Elisabeth Silva <Members at lists.wealthcounsel.com<mailto:Members at lists.wealthcounsel.com>> wrote:
Could you please clarify what it is that you are looking for? Do you want to teach people how to do their own trusts and wills? Or??
On Dec 12, 2017 1:28 PM, "Doug Iverson" <Members at lists.wealthcounsel.com<mailto:Members at lists.wealthcounsel.com>> wrote:
Does anyone have a "do it yourself" trust presentation I could use?
Doug
--
Douglas S. Iverson
Law Office of Douglas S. Iverson
57 N. Bridge St<https://maps.google.com/?q=57+N.+Bridge+St&entry=gmail&source=g>.
PO Box 536
Markesan, WI 53946
920-745-0128<tel:(920)%20745-0128>
--
Douglas S. Iverson
Law Office of Douglas S. Iverson
57 N. Bridge St<https://maps.google.com/?q=57+N.+Bridge+St&entry=gmail&source=g>.
PO Box 536
Markesan, WI 53946
920-745-0128<tel:(920)%20745-0128>
--
Douglas S. Iverson
Law Office of Douglas S. Iverson
57 N. Bridge St<https://maps.google.com/?q=57+N.+Bridge+St&entry=gmail&source=g>.
PO Box 536
Markesan, WI 53946
920-745-0128<tel:(920)%20745-0128>
--
Elizabeth G. Muraca
Attorney at Law
847-630-3557
Elizabeth.AttorneyatLaw at gmail.com<mailto:Elizabeth.AttorneyatLaw at gmail.com>
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