[WSBAPT] FW: estate planning PC in Port Townsend

[Kate Szurek]

I don't recall seeing a response to my referral request below.

Ideas?

Thanks!

Kate

From: Kate Szurek
Sent: Wednesday, September 9, 2020 11:14 AM
To: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>
Subject: estate planning PC in Port Townsend

Anyone willing to handle?

Potential client was referred by her child's financial planner (a colleague of another financial planner whom I have worked with but has recently moved from Friday Harbor back to Dallas - and of course is regretting it!).  Client would like assistance with her estate planning.  "Straight forward," single, estate under $2.2M.

Let me know if you are interested, and I'll pass your contact information on to the person who has asked me for the referral.

Thanks!

Kate

Kate Szurek, J.D., LL.M. (in Taxation)
kate at skagitlaw.com<mailto:kate at skagitlaw.com>

[SkagitLaw_Signature (2)]
Skagit Law Group, PLLC
P.O. Box 336 / 227 Freeway Drive, Suite B
Mount Vernon, WA  98273
360.336.1000
360.336.6690 (fax)
http://www.skagitlaw.com<http://www.skagitlaw.com/>


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