[WSBAPT] Potential Client - Trust Creation

[Thomas Gates]

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.  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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