[WSBAPT] Referrals for professional trustees in Vancouver, WA area needed

[Jill H. Sasser]

Hi Jon:

I second Jennifer Davidson and John Nord.  Gregg Swanson also does this work.

Jill

Jill H. Sasser | Attorney at Law
Landerholm P.S.
805 Broadway Street, Suite 1000
P.O. Box 1086
Vancouver, WA 98666-1086
T: 360-816-2534 T: 503-283-3393 F: 360-816-2535
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Matt Yates
Sent: Friday, February 14, 2020 3:34 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Referrals for professional trustees in Vancouver, WA area needed

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<http://www.yatesmarshall.com>



From: wsbapt-bounces at lists.wsbarppt.com<mailto: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<mailto: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>

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