[WSBAPT] Referral for Florida and/or New York

[Rachel Bender]

Hi all,

Looking for referrals in Palm Beach County, Florida, and New York, New York
(trusts and estates).

Client is the contingent beneficiary of her grandmother's trust. Her mother
was the initial beneficiary and the only named successor trustee of the
trust. After grandma's passing, mom did not administer the trust. Mom
recently passed away as well. Client is being told by Fidelity that she
needs "something from the court" appointing her as trustee so that they can
distribute funds.

Basically, she needs the equivalent of a TEDRA attorney. Situs of trust is
Florida, but late mother lived in New York.

Thank you!

*Rachel R. Bender | *Member, Attorney

*Bender Law PLLC*
1001 Fourth Avenue* | *Suite 4400 *|* Seattle, WA 98154
*Reception*: 206.577.7987 *| Direct*: 206.389.1744 *|* *Fax*: 206.693.4365
www.bender-law.com

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