[WSBAPT] Potential Client - Trust Creation
Brent Williams-Ruth
brent at bwrconsults.com
Tue Jan 30 11:36:58 PST 2018
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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