[WSBAPT] Seeking consultation regarding protecting elderly client’s assets from coercive child

Eric Reutter eric at lakehillsestateplanning.com
Mon Sep 24 19:07:08 PDT 2018


Hello and good evening,

I was hoping to reach out looking to pay for a consultation guidance on a big picture topic that stems from a simple fact pattern:

- hypothetical client is elderly, with several children 
-hypothetical client wants to protect client’s assets from one child, who is seen as highly likely to try and prey on client as client gets older and /or attempt to coerce client to transfer assets to this problem child 

I was hoping to pay for a phone consultation, for about an hour, with an attorney who has experience with techniques and best practices to protect an elderly person’s estate from a predatory/coercive child. 

Any guidance would be greatly appreciated.

Best regards,

Eric Reutter
J.D., LL.M. Taxation
Lake Hills Estate Planning, PLLC 
10900 NE 8th Street, Suite 1000
Bellevue, WA 98004
www.lakehillsestateplanning.com
(425) 298-5895

This e-mail and the attachments within is covered by the Electronic Communications Privacy Act, 18 U.S.C. secs. 2510-2521, and is legally privileged and confidential. This communication may also be protected by attorney-client privilege, the work product doctrine or other applicable legal protections. If the reader of this message is not the intended recipient, the reader is hereby notified that any unauthorized review, dissemination, distribution, or copying of this message is strictly prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.  
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180924/d0dc1ee2/attachment.html>


More information about the WSBAPT mailing list