[WSBAPT] Estate/probate accountant
Christopher Kerl
chris.kerl at comcast.net
Sun Mar 25 14:32:02 PDT 2018
Just wondering if anyone might have a recommendation for an accountant to handle estate returns and that sort of thing—
Thank you
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: <mailto:kerl at kerl-law.com> kerl at kerl-law.com ¦ Website: <http://www.kerl-law.com/> www.kerl-law.com
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Tom Westbrook
Sent: Friday, March 23, 2018 5:54 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Trust Desktop Book or Seminar materials
Dalynne, that would be a nice addition to the desktop series. This isn’t even close, but attached are from the most recent trust CLEs that I have participated. Hope it helps.
Sincerely,
Tom
Thomas J. Westbrook
Attorney at Law
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Rodgers, Kee & Card, P.S.
324 West Bay Drive NW, Suite 201
Olympia, Washington 98502
Phone: 360-352-8311
Facsimile: 360-352-8501
Email: <mailto:tjw at buddbaylaw.com> tjw at buddbaylaw.com
Skype: thomas.westbrook
<http://www.buddbaylaw.com/> www.buddbaylaw.com
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dalynne Singleton
Sent: Friday, March 23, 2018 2:15 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Trust Desktop Book or Seminar materials
I would like to have a reference book like the WA probate desktop (2005) but specifically for trusts. I have found nothing that comes close to explaining trusts inside and out.
Can someone recommend a trust desktop book or recent seminar materials which are in depth, more than general overview?
Examples of different types of trust agreements would be ideal. Reference explaining Medicaid / Medicare trusts, examples of testamentary trusts, special needs trusts, etc.
I will be attending the 15th Annual Trust and Estate Litigation Seminar but it doesn’t seem to cover what I need (April, 2018).
Thanks.
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