[WSBAPT] US/UK Estate and Tax Planning practitioner needed

[Hamamoto, Heather O]

Hello,

We have a client that is in need of an attorney experienced in international estate planning.  The client is originally from the UK, and while now a US citizen, has assets located in the UK as well as intended UK beneficiaries.  I'd love to have a preliminary conversation to help identify general guidelines and potential issues for the client to consider and then hopefully facilitate a referral for planning work.  If there are any RPPT members who are well-versed in this area or colleagues you could recommend, please reach out to me at the email below.

Thanks,

Heather O. Hamamoto, CFP(r)
Registered Client Associate
The Abelman Group

Merrill Lynch Wealth Management
Evergreen Market
Merrill Lynch, Pierce, Fenner & Smith Inc.
10400 N.E. 4th St, Floor 25, Bellevue, WA 98004
T 425-462-8156 F 425-233-8561
heather.o.hamamoto at ml.com<mailto:first.lastname at ml.com>

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