[WSBAPT] WSBAPT Digest, Vol 65, Issue 15
Sharon Rutberg
sharon at salmonbaylaw.com
Sat Feb 15 12:11:35 PST 2020
Ronda Larson Kramer in Olympia for estate planning and elder law.
Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
sharon at salmonbaylaw.com
Website: www.salmonbaylaw.com
Washington State Bar #47055
NOTICES
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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of wsbapt-request at lists.wsbarppt.com
Sent: Saturday, February 15, 2020 12:00 PM
To: wsbapt at lists.wsbarppt.com
Subject: WSBAPT Digest, Vol 65, Issue 15
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Today's Topics:
1. Re: Professional Trustee on Eastside or in Seattle
(Diane J. Kiepe)
2. Estate Planning Attorney in Thurston County (Elizabeth Bateman)
3. Re: Estate Planning Attorney in Thurston County (Bryce Dille)
4. Referrals for professional trustees in Vancouver, WA area
needed (Jon Fritzler)
5. Re: Referrals for professional trustees in Vancouver, WA area
needed (Matt Yates)
6. Re: Estate Planning Attorney in Thurston County (Sheila Ridgway)
7. OT - Referral for Elder Law Attorney (Paul Neumiller)
8. Re: Professional Trustee on Eastside or in Seattle (Juhl, Hans P.)
9. Re: Professional Trustee on Eastside or in Seattle (Sarah J. Dion)
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Message: 1
Date: Fri, 14 Feb 2020 20:04:57 +0000
From: "Diane J. Kiepe" <DJKiepe at depdslaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Professional Trustee on Eastside or in Seattle
Message-ID:
<BYAPR18MB278971DD6C239B3DB001713DD5150 at BYAPR18MB2789.namprd18.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
You should contact Northwest Trustee & Management. Thirty plus years in business.
Steve Trefts/Greg Bowman 466-3024
Best of luck -
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of John Sullivan
Sent: Friday, February 14, 2020 11:57 AM
To: 'wsbapt at lists.wsbarppt.com' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Professional Trustee on Eastside or in Seattle
Listmates:
I have a client here on the Eastside in need of a professional trustee. The trust estate is of a significant value. Much of the value is in several rental properties.
The client would prefer a non-bank trustee capable of property management.
Any suggestions here on the Eastside or in Seattle?
Best regards,
John J. Sullivan<mailto:dlyons at lyonslawoffices.com>,
Attorney
Lyons | Sullivan
10655 NE 4th Street, Suite 704
Bellevue, WA 98004
425*451*2400 tel 425-451-7385 fax
www.dljslaw.com<http://www.dljslaw.com/>
Confidentiality Notice
This email transmission is intended only for the addressee named above. It contains information that is privileged, confidential, or otherwise protected from use and disclosure. If you are not the intended recipient, you are hereby notified that any review, disclosure, copying, or dissemination of this transmission or the taking of any action in reliance on its contents or other use is strictly prohibited. If you have received this transmission in error, please destroy the original and notify us by telephone immediately. Thank you for your cooperation
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Message: 2
Date: Fri, 14 Feb 2020 22:59:21 +0000
From: Elizabeth Bateman <Elizabeth at batemanlawgroup.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Estate Planning Attorney in Thurston County
Message-ID:
<MWHPR06MB31206DFE5FDDF55040978336A0150 at MWHPR06MB3120.namprd06.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Hi,
I was contacted regarding some estate planning for an acquaintance in Lacey, WA. It's a little too difficult for him to come see me in Seattle, as he has some health difficulties and his wife just passed away. Looking for recommendations for someone in Olympia or surrounding area.
Thanks,
Elizabeth
---
Elizabeth G. Bateman
Associate Attorney
Admitted in Washington and Minnesota
Bateman Law Group, PLLC
999 Third Ave., Suite 2525
Seattle, WA 98104
Tel: (206) 224-0900
Fax: (206) 467-8028
Website: www.batemanlawgroup.com<http://www.batemanlawgroup.com/>
This email is covered by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and is legally privileged. This information is confidential and is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you think that you have received this email message in error, please notify the sender via email or by telephone at (206) 224-0900.
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Message: 3
Date: Fri, 14 Feb 2020 23:11:43 +0000
From: Bryce Dille <Bryce at dillelaw.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate Planning Attorney in Thurston County
Message-ID:
<DM6PR11MB365846EC063E1462E5D7B19DC8150 at DM6PR11MB3658.namprd11.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Either my son Brent or I would be of assistance as that it in our practice area thanks
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Elizabeth Bateman
Sent: Friday, February 14, 2020 2:59 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Estate Planning Attorney in Thurston County
Hi,
I was contacted regarding some estate planning for an acquaintance in Lacey, WA. It's a little too difficult for him to come see me in Seattle, as he has some health difficulties and his wife just passed away. Looking for recommendations for someone in Olympia or surrounding area.
Thanks,
Elizabeth
---
Elizabeth G. Bateman
Associate Attorney
Admitted in Washington and Minnesota
Bateman Law Group, PLLC
999 Third Ave., Suite 2525
Seattle, WA 98104
Tel: (206) 224-0900
Fax: (206) 467-8028
Website: www.batemanlawgroup.com<http://www.batemanlawgroup.com/>
This email is covered by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and is legally privileged. This information is confidential and is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you think that you have received this email message in error, please notify the sender via email or by telephone at (206) 224-0900.
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Message: 4
Date: Fri, 14 Feb 2020 23:16:38 +0000
From: Jon Fritzler <FritzlerLaw at outlook.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Referrals for professional trustees in Vancouver, WA
area needed
Message-ID:
<MWHPR01MB2349DD6617F56B435D496C7BAE150 at MWHPR01MB2349.prod.exchangelabs.com>
Content-Type: text/plain; charset="us-ascii"
I need referrals for a professional trustee to serve as successor trustee of client's revocable living trust. Thanks in advance.
Sincerely,
Jon M. Fritzler
Attorney at Law
PO Box 61451
Vancouver, WA 98666
Tel. 360.818.4431
Eml fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>
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The information contained in this email is intended only for the use of the person or entity to whom it is addressed. This email may contain confidential or privileged information. If you are not the person whose name appears above, or the person responsible for delivering the email to the addressee, you are hereby notified that reading, using, copying, distributing or disseminating this communication is strictly prohibited. If you think that you have received this email message in error, please email the sender at fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>. Thank you.
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Message: 5
Date: Fri, 14 Feb 2020 23:33:30 +0000
From: Matt Yates <matt at yatesmarshall.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Referrals for professional trustees in
Vancouver, WA area needed
Message-ID:
<MWHPR13MB0894CC1383891EF3279FA688C7150 at MWHPR13MB0894.namprd13.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Jon,
CCBA put on a CLE the other day and I asked the room for referrals for professional fiduciaries. I have referred Jennifer Davison of Tandem Fiduciary Services to my clients and also John Nord. John may be nearing retirement so check with him before you refer if you are interested. The other names folks in the room offered were Karen Webber, Joshua Popps, and Terry Greenen. I make no representation as to whether any of them still do this, they were just the names that others provided. The clients that I have referred to Jennifer Davison have all been very satisfied.
Good Luck,
Matt
Matthew D. Yates
Attorney at Law
Yates Marshall, PLLC
10000 NE 7th Avenue, Suite 200
Vancouver, WA 98685
Phone: (360) 449-6100
Fax: (360) 449-6111
matt at yatesmarshall.com<mailto:matt at yatesmarshall.com> (New Email Address) www.yatesmarshall.com
From: wsbapt-bounces at lists.wsbarppt.com On Behalf Of Jon Fritzler
Sent: Friday, February 14, 2020 3:17 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Referrals for professional trustees in Vancouver, WA area needed
I need referrals for a professional trustee to serve as successor trustee of client's revocable living trust. Thanks in advance.
Sincerely,
Jon M. Fritzler
Attorney at Law
PO Box 61451
Vancouver, WA 98666
Tel. 360.818.4431
Eml fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>
CONFIDENTIALITY
The information contained in this email is intended only for the use of the person or entity to whom it is addressed. This email may contain confidential or privileged information. If you are not the person whose name appears above, or the person responsible for delivering the email to the addressee, you are hereby notified that reading, using, copying, distributing or disseminating this communication is strictly prohibited. If you think that you have received this email message in error, please email the sender at fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>. Thank you.
ATTORNEY-CLIENT PRIVILEGE
The security of communications via the Internet cannot be guaranteed, especially without the use of encryption. In order to protect the attorney-client privilege, please do not use email to transmit confidential or sensitive information, or ask our office to email confidential or sensitive information to you.
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Message: 6
Date: Fri, 14 Feb 2020 23:42:00 +0000
From: Sheila Ridgway <sheila at ridgwaylawgroup.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Estate Planning Attorney in Thurston County
Message-ID:
<BYAPR11MB3749EAAA7F4FBD8A1367E6F2DD150 at BYAPR11MB3749.namprd11.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Cynthia Worth.
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Elizabeth Bateman
Sent: Friday, February 14, 2020 2:59 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Estate Planning Attorney in Thurston County
Hi,
I was contacted regarding some estate planning for an acquaintance in Lacey, WA. It's a little too difficult for him to come see me in Seattle, as he has some health difficulties and his wife just passed away. Looking for recommendations for someone in Olympia or surrounding area.
Thanks,
Elizabeth
---
Elizabeth G. Bateman
Associate Attorney
Admitted in Washington and Minnesota
Bateman Law Group, PLLC
999 Third Ave., Suite 2525
Seattle, WA 98104
Tel: (206) 224-0900
Fax: (206) 467-8028
Website: www.batemanlawgroup.com<http://www.batemanlawgroup.com/>
This email is covered by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and is legally privileged. This information is confidential and is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you think that you have received this email message in error, please notify the sender via email or by telephone at (206) 224-0900.
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Message: 7
Date: Fri, 14 Feb 2020 23:55:48 +0000
From: Paul Neumiller <pneumiller at hotmail.com>
To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] OT - Referral for Elder Law Attorney
Message-ID:
<MWHPR11MB1597DCFD4FB9C8A9C8A3C8D8D2150 at MWHPR11MB1597.namprd11.prod.outlook.com>
Content-Type: text/plain; charset="iso-8859-1"
I have been asked to locate an Elder Law attorney for a potential client located on Whidbey Island. PC is willing to travel to America if needed. Any suggestions or self-referrals? Thanks.
IMPORTANT NOTICE:? This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail messages to clients of Paul A. Neumiller presumptively contain information that is confidential and legally privileged; e-mail messages to non-clients are normally confidential and may also be legally privileged. Please do not read, copy, forward or store this message unless you are the intended recipient of it. If you have received this message in error, please forward it back to the sender and delete it completely from your computer system.
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?
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Message: 8
Date: Sat, 15 Feb 2020 03:37:47 +0000
From: "Juhl, Hans P." <Juhl at ryanlaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Professional Trustee on Eastside or in Seattle
Message-ID: <2C5CD08B-23A5-434A-9F0E-8EE4E232541C at ryanlaw.com>
Content-Type: text/plain; charset="utf-8"
John,
Talk to Elaine Adams - www.weyburnfiduciary.com
Sent from my iPhone
On Feb 14, 2020, at 12:09 PM, John Sullivan <jsullivan at dljslaw.com> wrote:
?
[EXTERNAL]
Listmates:
I have a client here on the Eastside in need of a professional trustee. The trust estate is of a significant value. Much of the value is in several rental properties.
The client would prefer a non-bank trustee capable of property management.
Any suggestions here on the Eastside or in Seattle?
Best regards,
John J. Sullivan<mailto:dlyons at lyonslawoffices.com>,
Attorney
Lyons | Sullivan
10655 NE 4th Street, Suite 704
Bellevue, WA 98004
425?451?2400 tel 425-451-7385 fax
www.dljslaw.com<http://www.dljslaw.com/>
Confidentiality Notice
This email transmission is intended only for the addressee named above. It contains information that is privileged, confidential, or otherwise protected from use and disclosure. If you are not the intended recipient, you are hereby notified that any review, disclosure, copying, or dissemination of this transmission or the taking of any action in reliance on its contents or other use is strictly prohibited. If you have received this transmission in error, please destroy the original and notify us by telephone immediately. Thank you for your cooperation
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com
http://mailman.fsr.com/mailman/listinfo/wsbapt
CONFIDENTIALITY: This e-mail and its attachments are confidential and may be protected by the attorney/client privilege, work product doctrine, or other nondisclosure protection. If you believe that it has been sent to you in error, you may not read, disclose, print, copy, store or disseminate the e-mail or any attachments or the information in them. If you have received this communication in error, please notify this firm immediately by replying to this communication or by calling toll free 800-458-5973 or if International collect at (206) 464-4224.
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Message: 9
Date: Sat, 15 Feb 2020 03:49:36 +0000
From: "Sarah J. Dion" <SDion at skellengerbender.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Professional Trustee on Eastside or in Seattle
Message-ID:
<MWHPR1301MB19518786631FBB2BD92302AFD6140 at MWHPR1301MB1951.namprd13.prod.outlook.com>
Content-Type: text/plain; charset="utf-8"
Second for Elaine Adams.
Sarah Jael Dion
skellenger bender
ATTORNEY
TRUST AND ESTATE PRACTICE
Estate Planning | Probate
PHONE 206.623.6501 | FAX 206.447.1973
sdion at skellengerbender.com|<mailto:sdion at skellengerbender.com%7C>www.skellengerbender.com<http://www.skellengerbender.com/>
1301 Fifth Ave., Suite 3401 | Seattle, WA 98101
NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addresses or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited. In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Juhl, Hans P.
Sent: Friday, February 14, 2020 7:38 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Professional Trustee on Eastside or in Seattle
________________________________
CAUTION: This email was sent from an external sender.
________________________________
John,
Talk to Elaine Adams - www.weyburnfiduciary.com<http://www.weyburnfiduciary.com>
Sent from my iPhone
On Feb 14, 2020, at 12:09 PM, John Sullivan <jsullivan at dljslaw.com<mailto:jsullivan at dljslaw.com>> wrote:
?
[EXTERNAL]
Listmates:
I have a client here on the Eastside in need of a professional trustee. The trust estate is of a significant value. Much of the value is in several rental properties.
The client would prefer a non-bank trustee capable of property management.
Any suggestions here on the Eastside or in Seattle?
Best regards,
John J. Sullivan<mailto:dlyons at lyonslawoffices.com>,
Attorney
Lyons | Sullivan
10655 NE 4th Street, Suite 704
Bellevue, WA 98004
425?451?2400 tel 425-451-7385 fax
www.dljslaw.com<http://www.dljslaw.com/>
Confidentiality Notice
This email transmission is intended only for the addressee named above. It contains information that is privileged, confidential, or otherwise protected from use and disclosure. If you are not the intended recipient, you are hereby notified that any review, disclosure, copying, or dissemination of this transmission or the taking of any action in reliance on its contents or other use is strictly prohibited. If you have received this transmission in error, please destroy the original and notify us by telephone immediately. Thank you for your cooperation
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt
CONFIDENTIALITY: This e-mail and its attachments are confidential and may be protected by the attorney/client privilege, work product doctrine, or other nondisclosure protection. If you believe that it has been sent to you in error, you may not read, disclose, print, copy, store or disseminate the e-mail or any attachments or the information in them. If you have received this communication in error, please notify this firm immediately by replying to this communication or by calling toll free 800-458-5973 or if International collect at (206) 464-4224.
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