[WSBAPT] Potential Client - Trust Creation

[Brent Williams-Ruth]

Thank you to everyone who reached out. I have shared your information with
Mr. Taylor.

Appreciate the community coming forward to talk with him about his desire
to shelter his money from potential liability.

Brent

On Wed, Jan 31, 2018 at 10:04 AM, Thomas Gates <tegatesesq at gmail.com> wrote:

> Bret
>
> Thank you for reaching out on this matter.  My office would be pleased to
> talk with this client about his needs and goals with regard to the trust.
> I may be reached at 253-332-7899 <(253)%20332-7899>.  Thanks.
>
> Tom Gates
>
> On Tue, Jan 30, 2018 at 11:36 AM, Brent Williams-Ruth <
> brent at bwrconsults.com> wrote:
>
>> Good Morning List -
>>
>> When I was in the KC Courthouse last week opening a matter, a gentleman
>> ran into me at the Clerk's office and overheard me talking to a friend
>> about estate planning and probate and asked if I could help him with a
>> trust.
>>
>> He has since just called me and has asked to create a trust with the
>> express purpose of protecting assets from judgement.  I did not ask for
>> anything further as this is well outside of my comfort zone - but I am a
>> softy when it comes to trying to help people so I told him I would post his
>> story here and see if anyone who is better versed in trusts may be
>> interested in talking with him.
>>
>> He stated that he has about $800,000 in liquid assets as well as real
>> estate. Lives in the Seattle/Beacon Hill neighborhood.
>>
>> I have contact information and express permission from him to provide to
>> anyone with permission to call to connect.
>>
>> Does this sound like something you can do? Let me know!
>>
>> 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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>
>
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-- 

*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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