[WSBAPT] recommendations sought - professional trustee

[Elizabeth Bateman]

I agree.  Really any of the BECU Trust Services team is fantastic.  They function very much like an old-fashioned trust company, which is difficult to find these days.  Full disclosure:  our firm does represent them on a number of matters.  

 

Elizabeth G. Bateman 

Associate Attorney

Admitted in Washington and Minnesota 

Bateman Law Group, PLLC

999 Third Avenue, Suite 2525

Seattle, WA  98104-4089

Tel: (206) 224-0900

Fax: (206) 467-8028

www.batemanlawgroup.com <http://www.batemanlawgroup.com/> 

 

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Valerie Ohlstrom
Sent: Friday, May 12, 2017 9:50 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>; sharon at salmonbaylaw.com
Subject: Re: [WSBAPT] recommendations sought - professional trustee

 

I second Linda Davenport. Here is her contact information.

 



 

With warm regards,

 

Val

 

Valerie O. Ohlstrom

Attorney

Law Offices of Beth A. McDaniel

272 Hardie Avenue SW

Renton, WA 98057

425-296-3121-Phone

425-336-2505-Fax

 <http://www.bethmcdaniel.com/> www.bethmcdaniel.com

 <mailto:valerie at bethmcdaniel.com> valerie at bethmcdaniel.com 

 

PLEASE NOTE: I am in the office on Tuesdays, Wednesdays, and Thursdays. If it is necessary to contact me on a Monday or Friday, please call the office and the staff will be able to contact me. Thank you.

 

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From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jay DeMers
Sent: Thursday, May 11, 2017 2:39 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] recommendations sought - professional trustee

 

Linda Davenport heads up BECU Trust in Tukwila.  Jay

 

On Thu, May 11, 2017 at 12:40 PM, Sharon Rutberg <sharon at salmonbaylaw.com <mailto:sharon at salmonbaylaw.com> > wrote:

Hi there --

 

Looking for recommendations for professional trustees to manage a $1 million to $5 million trust, with good service and reasonable fees. I would like to have a couple of folks/orgs to recommend to clients who need a professional.

 

Thanks,

Sharon 

 

Sharon C. Rutberg, Attorney at Law

Salmon Bay Law Group, PLLC

1734 NW Market St.

Seattle, WA 98107

206-735-3177 <tel:(206)%20735-3177> , ext. 2

 <mailto:sharon at salmonbaylaw.com> sharon at salmonbaylaw.com 

Website: www.salmonbaylaw.com <http://www.salmonbaylaw.com> 

Washington State Bar #47055
D.C. Bar #420576

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