[WSBAPT] WSBAPT Digest, Vol 41, Issue 8
Tia Heim
Tia.Heim at Shelterholdings.com
Fri Feb 9 12:50:00 PST 2018
-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of wsbapt-request at lists.wsbarppt.com
Sent: Friday, February 9, 2018 12:00 PM
To: wsbapt at lists.wsbarppt.com
Subject: WSBAPT Digest, Vol 41, Issue 8
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Today's Topics:
1. Real estate matter in Hawaii (Kate Szurek)
2. Re: Real estate matter in Hawaii (Christopher Kerl)
3. Re: Real estate matter in Hawaii (Suzanne Howle)
4. Off topic referral needed (Brent Williams-Ruth)
5. Re: Real estate matter in Hawaii (Sarah Jael Dion)
6. Statutory Trust Advisor- RCW 11.96A - Question (John J. Sullivan)
7. Re: Statutory Trust Advisor- RCW 11.96A - Question (Mike Winslow)
----------------------------------------------------------------------
Message: 1
Date: Thu, 8 Feb 2018 20:06:05 +0000
From: Kate Szurek <kate at skagitlaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Real estate matter in Hawaii
Message-ID:
<BN6PR08MB3460F1FB4217384B9D2049D2D7F30 at BN6PR08MB3460.namprd08.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
PC and her sister own two condos on the island of Hawaii. They want to transfer ownership so that each sister owns one of the condos. Referrals?
Thanks in advance!!
Kate
Kate Szurek, J.D., LL.M.
kate at skagitlaw.com<mailto:kate at skagitlaw.com>
[SkagitLaw_Signature (2)]
Skagit Law Group, PLLC
P.O. Box 336 / 227 Freeway Drive, Suite B Mount Vernon, WA 98273
360.336.1000
360.336.6690 (fax)
https://linkprotect.cudasvc.com/url?a=http://www.skagitlaw.com&c=E,1,qEu5wtMaZdheAVYpZIWvjJdpDvHriwVyXeSF1PmMZJnocZbqy1o0E8tvKpvRSkkYJSfpVotS0BPpp9N5_566Iyz1Fdg7L3eRBHR24qjyvhl9zopcRW3HxeVJ&typo=1<https://linkprotect.cudasvc.com/url?a=http://www.skagitlaw.com/&c=E,1,mhAeFsD8ATCYMSTE9UA5BCGzEOlyTuJhJq0C3KfG-8rirduLvrFNFZo7gziaD5G-rmEkYRYkvvoVYslgm_2EOR_mijVqW7V_Hjjf99I8EuzRK-nbEC2j&typo=1>
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Message: 2
Date: Thu, 8 Feb 2018 12:17:22 -0800
From: "Christopher Kerl" <chris.kerl at comcast.net>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Real estate matter in Hawaii
Message-ID: <032e01d3a119$d4c5e630$7e51b290$@comcast.net>
Content-Type: text/plain; charset="us-ascii"
MARVIN S.C. DANG, ESQ.
Law Offices of Marvin S.C. Dang, LLLC
P.O. Box 4109
Honolulu, Hawaii 96812-4109
Telephone: (808) 521-8521
Fax: (808) 521-8522
Christopher Kerl | Attorney at Law | C.A. Kerl PLLC
2366 Eastlake Avenue East, Suite 228 | Seattle, WA 98102
Tel: (206) 328-8500 | Fax: (206) 328-5364
Email: kerl at kerl-law.com | Website: https://linkprotect.cudasvc.com/url?a=https://www.kerl-law.com&c=E,1,fT7WnKviH70ZlEfHlI2Z9YAS7_i4G6wTKx0nSLdTAySto0TFWlMZ-05177mUdg6qDzrPCLi9xO5yxb9HO62lOC-Ckd0Lx0VonTYNV9JAb_0JNz5MOJAom4k,&typo=1
<https://linkprotect.cudasvc.com/url?a=http://www.kerl-law.com/&c=E,1,LJo7YGDSrVCvqTjCAbcsMi0yehjaLsE8wN9AM0qAP46FsHDooNxXCdpNt36AyjhY8tgRZda2BFJtzRW8pZShOrwk-ocECwqHUXSD6R56mUd4pi3-1_YMpu85&typo=1>
CONFIDENTIALITY NOTICE: This e-mail and any attachments thereto are intended
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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Kate Szurek
Sent: Thursday, February 08, 2018 12:06 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Real estate matter in Hawaii
PC and her sister own two condos on the island of Hawaii. They want to
transfer ownership so that each sister owns one of the condos. Referrals?
Thanks in advance!!
Kate
Kate Szurek, J.D., LL.M.
<mailto:kate at skagitlaw.com> kate at skagitlaw.com
SkagitLaw_Signature (2)
Skagit Law Group, PLLC
P.O. Box 336 / 227 Freeway Drive, Suite B
Mount Vernon, WA 98273
360.336.1000
360.336.6690 (fax)
<https://linkprotect.cudasvc.com/url?a=http://www.skagitlaw.com/&c=E,1,31gqiDf3JF1Mly2EL9J74ZIqd5_ayWBALQzgN9OuZpdLC70FcPJFqmyB6ecPImCJ2HS45ONPm9L_ubjjnorCelSEtseVX9KO6u0lah0CO5dUtz9q4bCxtzo,&typo=1> https://linkprotect.cudasvc.com/url?a=http://www.skagitlaw.com&c=E,1,7U49-8Vqjyp0BoPJnsKPg2gxiFcNpVc-iDVQl301E9HpSw0Wb0bPPwD-u86WSEFkdzniw1ghAN0uDNFMqta1ZC56Iv8yYrxsBD8Uls3t1Fk,&typo=1
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------------------------------
Message: 3
Date: Thu, 8 Feb 2018 20:33:05 +0000
From: Suzanne Howle <SuzanneH at thompsonhowle.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Real estate matter in Hawaii
Message-ID:
<CY4PR08MB2710DF102273FC1A3536DF14C0F30 at CY4PR08MB2710.namprd08.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Darl Gleed https://linkprotect.cudasvc.com/url?a=http://www.gleedlaw.com/&c=E,1,sAyYlW48zitVhheoh55J72YPdtWLmBNK4TcgpG9YX_1RD-4n_u7L35WQrwAkKkJUVGFfSIgU1RVC4i5aWKtaaFVZ-cihgeIGoNp4Jm68EYIX5TpDmg,,&typo=1
Suzanne C. Howle
THOMPSON HOWLE VAUGHN
Downtown Seattle Office
601 Union Street, Suite 3232
Seattle, WA 98101
(206) 682-8400
fax (206) 682-9491
email: showle at thompsonhowle.com<mailto:showle at thompsonhowle.com>
https://linkprotect.cudasvc.com/url?a=https://www.thompsonhowle.com&c=E,1,_k-jvsGofGYuSk044V_2kZjMVnUn5MuTihz49dLruHjCbR6d8cq-buXmR0BnoL3lVw4wh5vv9ieRDAnQvMzFddTjLun0rLzk39Qtr6sETpPPhQ,,&typo=1<https://linkprotect.cudasvc.com/url?a=http://www.thompsonhowle.com/&c=E,1,Im39w_2UMXWOQIf3CaOXdsLkhqNcIacxQYadR0i2guKRdC7XfM3Y_lgfunufi9jpWIxKVE18DtJ3yUmuTZ230iLq5bNZpFJn8S4UuEV1LqElprluhQ_HVrM87Q,,&typo=1>
This message is private or privileged. If you are not the person for whom this message is intended, please delete it and notify me immediately, and please do not copy or send this message to anyone else.
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Christopher Kerl
Sent: Thursday, February 08, 2018 12:17 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Real estate matter in Hawaii
MARVIN S.C. DANG, ESQ.
Law Offices of Marvin S.C. Dang, LLLC
P.O. Box 4109
Honolulu, Hawaii 96812-4109
Telephone: (808) 521-8521
Fax: (808) 521-8522
Christopher Kerl | Attorney at Law | C.A. Kerl PLLC
2366 Eastlake Avenue East, Suite 228 | Seattle, WA 98102
Tel: (206) 328-8500 | Fax: (206) 328-5364
Email: kerl at kerl-law.com<mailto:kerl at kerl-law.com> | Website: https://linkprotect.cudasvc.com/url?a=https://www.kerl-law.com&c=E,1,1q6AvsoyZ3CVAOUuZd2jJglB8lqMAz8HMBo4biRHS6MASv3omsOhTlZhOwlIBBa2Pca8ieG4wLyizxK0H-xlTwURswR8OWzPHEx03LxwyAloB5k4&typo=1<https://linkprotect.cudasvc.com/url?a=http://www.kerl-law.com/&c=E,1,hLszEKzBYKgfUcxhiTvoc1W5zyBHZ8FUcOscnKAuOzIMZeRaMi5gmOZCnpqLyukOpgO-DxQxAnkUwQl8Q1g5sbyG1KniZsmzXB3MPAdK4j84MgjtJw,,&typo=1>
CONFIDENTIALITY NOTICE: This e-mail and any attachments thereto are intended only for use by the addressee(s) named herein and may contain legally privileged and/or confidential information. If you are not the intended recipient of this e-mail, you are hereby notified any dissemination, distribution or copying of this email, and any attachments thereto, is strictly prohibited. If you receive this email in error, please immediately notify the sender by reply to this email and permanently delete the original copy and any copy of any e-mail, and any printout thereof.
From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Kate Szurek
Sent: Thursday, February 08, 2018 12:06 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Real estate matter in Hawaii
PC and her sister own two condos on the island of Hawaii. They want to transfer ownership so that each sister owns one of the condos. Referrals?
Thanks in advance!!
Kate
Kate Szurek, J.D., LL.M.
kate at skagitlaw.com<mailto:kate at skagitlaw.com>
[SkagitLaw_Signature (2)]
Skagit Law Group, PLLC
P.O. Box 336 / 227 Freeway Drive, Suite B
Mount Vernon, WA 98273
360.336.1000
360.336.6690 (fax)
https://linkprotect.cudasvc.com/url?a=http://www.skagitlaw.com&c=E,1,DtyixPpYzKgq1EHjEC8f0heAPYkpFzqvo6TNCaUN_xgaqMmAEG9IJAbsx8r_uGR7ZMY73s3VFCTGrARRX-MLQdHbl3KsKDIQemzU399d0m0yknAa8ZGbdB2O&typo=1<https://linkprotect.cudasvc.com/url?a=http://www.skagitlaw.com/&c=E,1,-OSPE0uJzBDw-Pwno_0UlYL69EB1WSgQ4Y4QZHChzCuXoy5qs78Lz-bJByCf2RFBVuS9T62Lf3MqD07JXuMQNzKf5qvlCUViKqvNQbfSqZpoEA1a3NQ,&typo=1>
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------------------------------
Message: 4
Date: Thu, 8 Feb 2018 13:14:12 -0800
From: Brent Williams-Ruth <brent at bwrconsults.com>
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Off topic referral needed
Message-ID: <77E94607-9EC1-42D7-92AB-C52FE855EFF6 at bwrconsults.com>
Content-Type: text/plain; charset="us-ascii"
In need of an attorney that can help a friend develop a 5 year business plan that she can submit as part of her E-2 visa application.
Though I appreciated the belief I could handle, I have never touched immigration or visa applications.
If you or someone you trust can help, please let me know. Will provide all names tomorrow (Friday) morning.
Brent Williams-Ruth
Founding Member
BWR Consulting, PLLC
Phone: (425) 830-5134
e-mail: brent at bwrconsults.com / website: https://linkprotect.cudasvc.com/url?a=https://www.bwrconsults.com&c=E,1,mrhAH69Xa0_BFlxVHQvh_BnR40p4_vZbGfNw9pMDJaByIUOGqo7jZlxjdHUWknh4GMJCEd21-K56GmVanoppXc-iwNC1pxJ9g9LKNWSLz1g4VgKP4DPgtq8,&typo=1
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------------------------------
Message: 5
Date: Thu, 8 Feb 2018 14:17:04 -0800
From: Sarah Jael Dion <sarah at dionlaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Real estate matter in Hawaii
Message-ID: <A55B3616-69F0-4D6B-83E1-C20E865FEEF9 at dionlaw.com>
Content-Type: text/plain; charset="utf-8"
Jordon Kimura is fantastic!
https://linkprotect.cudasvc.com/url?a=http://www.m4law.com/Attorneys/Jordon-J-Kimura.shtml&c=E,1,xQcdpXMLQ4HnRxW_mhnHXB5NRIvYl7n8GDyYrplPRKnZc1TU-EfvIueJESFF7bUbOVXXZsGpU9hQtdkxsO4WbisBYVmXtC7lVLRYgSRl&typo=1 <https://linkprotect.cudasvc.com/url?a=http://www.m4law.com/Attorneys/Jordon-J-Kimura.shtml&c=E,1,W9ktxr5p8KITIcv_W_Dw7lVPoOIT_m0XxXWw2eDzmPNsRL8MXLBg-PbtG_QsgP-DIxQpi5VA3swiNeJsimQ01YgVVNmLBJyJ-mbP_kZCSw,,&typo=1>
Sarah Jael Dion
Dion Law PLLC
206-550-4005
sarah at dionlaw.com
https://linkprotect.cudasvc.com/url?a=https://www.dionlaw.com&c=E,1,vI_O9xAbTlQbOGETnaj6LsfH9f_bLZaae1A1G40SBUPuEFIbFBmp2STJMWhSu1Pp_QuifTpfSsLoaWxzeak8Gwmn1s9iThdWIsBXDe6Hmq5n91PIOgkjkuYy-EE,&typo=1
This message is private or privileged. If you are not the person for whom this message is intended, please notify me immediately and delete the message. Please do not copy or send this message to anyone else.
> On Feb 8, 2018, at 12:33 PM, Suzanne Howle <SuzanneH at thompsonhowle.com> wrote:
>
> Darl Gleed https://linkprotect.cudasvc.com/url?a=http://www.gleedlaw.com/&c=E,1,rI7z8O8JxEc879A17yxWsHWNxDucewi1kjvIAov0sim1coAPgzbT8m3YpQhMv2Fp3WSyfidnZdYRBPTkoC-yT4-lDW-xc-7FhPCZ2pvg8-r7-svKEQ3hVg,,&typo=1 <https://linkprotect.cudasvc.com/url?a=http://www.gleedlaw.com/&c=E,1,e34fWRMnZVnj3N-sCcgSre4PzCxHUrVfEUP75TZIKayh58spEDQpUNVqrbXgGv24MZuljQ4u0oMkUD4_9Y1GzD01qjaq7yJIk1v6asxsuLR0lP8,&typo=1>
>
>
> Suzanne C. Howle
> THOMPSON HOWLE VAUGHN
> Downtown Seattle Office
> 601 Union Street, Suite 3232
> Seattle, WA 98101
> (206) 682-8400
> fax (206) 682-9491
> email: showle at thompsonhowle.com <mailto:showle at thompsonhowle.com>
> https://linkprotect.cudasvc.com/url?a=https://www.thompsonhowle.com&c=E,1,q0gzgUy56irGgAmj4kShyQLuNkcdGQPWXiaFdNGxX0uJxEUAWloXkSUMfMr0CpyWasvT1P_-qDDE3ccEKWylg77uo7E7R9QFRm1fo0FgnIUeqSjK&typo=1 <https://linkprotect.cudasvc.com/url?a=http://www.thompsonhowle.com/&c=E,1,slXP4IAKCyCwrKyS4wPyJNiFHfXJPhvu6MS-WvWjdzjgQl1lZw3zisLuMfmI5wNSt5mYo-oueKEf-4SJeuIX2QqgQ3MeMj9bcEiCED-57KqaNDgL-BiNgg,,&typo=1>
>
> This message is private or privileged. If you are not the person for whom this message is intended, please delete it and notify me immediately, and please do not copy or send this message to anyone else.
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Christopher Kerl
> Sent: Thursday, February 08, 2018 12:17 PM
> To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Real estate matter in Hawaii
>
> MARVIN S.C. DANG, ESQ.
>
> Law Offices of Marvin S.C. Dang, LLLC
> P.O. Box 4109
> Honolulu, Hawaii 96812-4109
> Telephone: (808) 521-8521
> Fax: (808) 521-8522
>
>
>
> Christopher Kerl ? Attorney at Law ? C.A. Kerl PLLC
> 2366 Eastlake Avenue East, Suite 228 ? Seattle, WA 98102
> Tel: (206) 328-8500 ? Fax: (206) 328-5364
> Email: kerl at kerl-law.com <mailto:kerl at kerl-law.com> ? Website: https://linkprotect.cudasvc.com/url?a=https://www.kerl-law.com&c=E,1,BYOKxz3pLbwGDt80wCWd6y1BglI9ABqLDyzYD-WX-SnU3Zurw0feABcY4V-Cea06jgzqPLjgNFvfVX34HwxdfHptiuKZtnhFZWOp4o8LDw,,&typo=1 <https://linkprotect.cudasvc.com/url?a=http://www.kerl-law.com/&c=E,1,iexRks-TG1KdkFwA3Zvp4wtdlp-LEsN0fx-4D_iqHwHh8YV4tYlKgNIFfBh60UzO2xPFRyj1PO3JxjTSJ25Y87J0adwdSnltr2Ros4xw&typo=1>
>
>
> CONFIDENTIALITY NOTICE: This e-mail and any attachments thereto are intended only for use by the addressee(s) named herein and may contain legally privileged and/or confidential information. If you are not the intended recipient of this e-mail, you are hereby notified any dissemination, distribution or copying of this email, and any attachments thereto, is strictly prohibited. If you receive this email in error, please immediately notify the sender by reply to this email and permanently delete the original copy and any copy of any e-mail, and any printout thereof.
>
> From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>] On Behalf Of Kate Szurek
> Sent: Thursday, February 08, 2018 12:06 PM
> To: WSBA Probate & Trust Listserv
> Subject: [WSBAPT] Real estate matter in Hawaii
>
> PC and her sister own two condos on the island of Hawaii. They want to transfer ownership so that each sister owns one of the condos. Referrals?
>
> Thanks in advance!!
>
> Kate
>
> Kate Szurek, J.D., LL.M.
> kate at skagitlaw.com <mailto:kate at skagitlaw.com>
>
> <image001.jpg>
> Skagit Law Group, PLLC
> P.O. Box 336 / 227 Freeway Drive, Suite B
> Mount Vernon, WA 98273
> 360.336.1000
> 360.336.6690 (fax)
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Message: 6
Date: Thu, 8 Feb 2018 14:55:20 -0800
From: "John J. Sullivan" <sullaw at comcast.net>
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Statutory Trust Advisor- RCW 11.96A - Question
Message-ID: <D12689B7-EE36-4EA9-AE26-F37551F6EA94 at comcast.net>
Content-Type: text/plain; charset=utf-8
Listmates:
Must a legal entity such as a corporation or limited liability company obtain trust company powers from the DFI before serving as a statutory trust advisor/investment trustee under Chapter 11.96A?
Can the Trustor?s investment advisor firm so serve, or must it be one of its individual members?
John J. Sullivan
Sent from my iPhone
------------------------------
Message: 7
Date: Thu, 8 Feb 2018 15:34:34 -0800
From: "Mike Winslow" <mike at winslegal.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Statutory Trust Advisor- RCW 11.96A - Question
Message-ID: <008401d3a135$60a41120$21ec3360$@winslegal.com>
Content-Type: text/plain; charset="utf-8"
John,
This may be of some help.
https://dfi.wa.gov/investment-advisers
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
This message is from an attorney, so it?s confidential. If you are not the intended recipient, it?s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.
-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of John J. Sullivan
Sent: Thursday, February 08, 2018 2:55 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Statutory Trust Advisor- RCW 11.96A - Question
Listmates:
Must a legal entity such as a corporation or limited liability company obtain trust company powers from the DFI before serving as a statutory trust advisor/investment trustee under Chapter 11.96A?
Can the Trustor?s investment advisor firm so serve, or must it be one of its individual members?
John J. Sullivan
Sent from my iPhone
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