[WSBAPT] recommendation for alternate trustee

Nancy Cahill cahill at holmancahill.com
Mon Jul 29 16:19:01 PDT 2019 

Please delete

Nancy L. Cahill
Holman Cahill Garrett Ives Oliver & Andersen, PLLC
5507 35th Ave NE
Seattle, WA 98105
206-547-1400 - phone
206-547-1276 - fax
www.holmancahill.com

From: Nancy Cahill
Sent: Monday, July 29, 2019 4:18 PM
To: 'WSBA Probate & Trust Listserv'
Subject: RE: recommendation for alternate trustee

My suggestion is that you use that entire $8k amount as all Mark's Estate and then do the 1219 sale as yours.  It would be so much cleaner.   Then you can just use this sheet.    Don't do a deduction off this sheet for Kevin, as we will do a separate summary of his estate services that we paid him for (apart from things that he did for Casa or for Queen Bee).  The things of your folks that are in 1219 include things that they have given you but that you had not moved over yet.   If there are some other items that you sell separately of Mark's (not at the estate sale), we can allocate those to Mark's too; you had mentioned some items that you were not going to try to sell in the house, I think.

Nancy L. Cahill
Holman Cahill Garrett Ives Oliver & Andersen, PLLC
5507 35th Ave NE
Seattle, WA 98105
206-547-1400 - phone
206-547-1276 - fax
www.holmancahill.com

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Candace Wilkerson
Sent: Monday, July 29, 2019 3:56 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] recommendation for alternate trustee

I have used Ohana for several cases and they do a very good job!

Candace Wilkerson

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Doris Eslinger
Sent: Monday, July 29, 2019 3:38 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] recommendation for alternate trustee

A couple colleagues have used Ohana and are happy with them.  I don't have personal experience.  Here's their website: https://www.ohanafc.com/


Regards,

Doris Eslinger
Eslinger Law Office
(425) 451-3237

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Ralph Maimon
Sent: Monday, July 29, 2019 3:20 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] recommendation for alternate trustee

Fellow list servers;

I am looking for a company that you might recommend to act as alternate trustee for my client's adult son.  He has been and is an addict and lives with Mom.  Her will currently names his brother as initial trustee of a special needs trust for the troubled son but that may be too close and challenging for the named brother to handle. They don't get a long well anyway.

So, in the likely event he will decline the appointment as trustee, is there an institutional trustee that you would recommend? The estate is primarily of a family home (likely to be sold on Mom's death), three rental properties and some (almost) raw land.

Thanks for your responses.

Ralph Maimon

Law Office of Ralph Maimon, P.S.
2811 E. Madison Street, Suite 202
Seattle, WA 98112
(206) 323-0911
Fax: (206)462-1505
www.maimonlaw.com<http://www.maimonlaw.com/>

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This email is confidential. If you have received it in error,
please notify me and delete it from your device
without reading.  Thank you.

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Candace Wilkerson
Sent: Monday, July 29, 2019 2:30 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Referral needed: Southern CA litigation attorney (elder law case)

Listmates,

I am representing a client who is a defendant in an case filed in San Diego County.  The complaint was filed as a civil case, but this is one that clearly falls under the CA Elder Abuse Act.  My client's siblings/mother are also defendants in the case, and they need their own attorney (they have one who is ignoring them and they will be terminating his representation).  The case is in the early stages still; an answer needs to be filed in the very near future.

Does anyone have a referral for an attorney in San Diego County/LA County or nearby who might be able to represent them?  If further details are needed, please email me off-list.

Thanks in advance!

Candace Wilkerson

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Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
Candace Wilkerson  | Senior Associate  |  Wong Fleming

10675 Willows Road NE, Suite 250  |  Redmond, WA 98052
Phone: 425.869.4040  |  Fax: 425.869.4050
cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>


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Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
Candace Wilkerson  | Senior Associate  |  Wong Fleming

10675 Willows Road NE, Suite 250  |  Redmond, WA 98052
Phone: 425.869.4040  |  Fax: 425.869.4050
cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>


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Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED



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