[WSBAPT] Professional Trustee Referral

[James B. Dolan]

Bob:

 

You might want to try Guardianship Services of Seattle.  They have been doing good work managing trusts for several clients  of mine.

 

Jim Dolan 

 

===================

 

Jones Butler Dolan, PS

 <http://www.jbdolan.com> www.jbdolan.com

 <http://www.jonesbutlerdolan.com> www.jonesbutlerdolan.com

 

Mount Vernon

 

P.O. Box 2784

415 Pine Street 

Mount Vernon, WA 98273

Telephone: 360-336-2939

Facsimile: 360-336-2949

 

Stanwood

 

P.O. Box 458

10027 - 269th Place NW (SR 532)

Stanwood, WA 98292

Telephone: 360-629-3833

Facsimile: 360-629-6253

 

 

 

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Robert R. Cole
Sent: Thursday, June 20, 2019 1:29 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Professional Trustee Referral

 

Sorry not clear.  I am looking for a suitable Trustee.

 

 

Very Truly Yours,

Robert R. Cole

Law Office of Cole & Gilday, P.C. 

 

10101 - 270th St. NW 

Stanwood, WA 98292 

(360) 629-2900 (Telephone) 

(360) 629-0220 (Fax) 

 

This message contains confidential and privileged information that is intended only for the named recipient(s).  Unless you are the named recipient or authorized agent thereof, you are prohibited from reading, copying, distributing or otherwise disseminating such information.  If you receive this communication in error, please notify the sender immediately.

 

On 6/20/2019 1:00 PM, Robert R. Cole wrote:

Client's community has $15m in assets; each has separate kids which will need trusts.  Wants professional PR/Trustee. Business (with a partner) will likely need to be sold.  Trusts to last for long time.  Any suggestions?

-- 



 

 

Very Truly Yours,

Robert R. Cole

Law Office of Cole & Gilday, P.C. 

 

10101 - 270th St. NW 

Stanwood, WA 98292 

(360) 629-2900 (Telephone) 

(360) 629-0220 (Fax) 

 

This message contains confidential and privileged information that is intended only for the named recipient(s).  Unless you are the named recipient or authorized agent thereof, you are prohibited from reading, copying, distributing or otherwise disseminating such information.  If you receive this communication in error, please notify the sender immediately.

 



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