[WSBAPT] Institutional Trustee
Tom Westbrook
tjw at w3net.net
Wed Aug 18 16:27:27 PDT 2021
Good idea for well-funded trusts.
Thanks again, Kerry.
*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
*On Behalf Of *Kerry Brink
*Sent:* Wednesday, August 18, 2021 11:52 AM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
*Subject:* Re: [WSBAPT] Institutional Trustee
Also – I have good luck with the Key Bank Trust department in Tacoma,
dealing with a SNT for over 30 years. Daryl Hembry is the current trust
officer there.
*Best regards,*
Kerry
*Kerry E. Brink **•** Attorney at Law*
*Estate Planning, Probate, Elder Law*
*1201 Pacific Avenue, Suite 1900*
*PO Box 1315*
*Tacoma, WA 98401-1315*
*Office: 253-383-3791*
*Direct: 253-591-8555*
*Fax: 253-383-6377*
*Cell: 253-230-7999*
*We are very grateful to clients who have been incredibly understanding
throughout the COVID-19 work-arounds. Thank you to all that met without
complaint in our parking garage, your garage, outside on windy days and the
like. We are now able to have client meetings IN OUR OFFICES during the
day! Many of us continue to work partially remotely from home and
partially at the office. I am here three days a week and look forward to
serving you. Thank you for your understanding in these unprecedented
times. Please stay safe and take care of yourselves and the people you
love. *
*______________________________*
*This email and any files transmitted with it are from the law firm of
Vandeberg Johnson & Gandara, PS and may contain privileged, confidential,
or protected information. If you are not the intended recipient, any
disclosure, copying, or use of the contents of this message or any
attachments is prohibited. If you have received this transmission in error,
please notify us and delete this email and any attached files.*
*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
*On Behalf Of *Tom Westbrook
*Sent:* Wednesday, August 18, 2021 11:39 AM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
*Subject:* Re: [WSBAPT] Institutional Trustee
Thanks, Kerry.
Sincerely,
Tom
Thomas J. Westbrook
Attorney at Law
Rodgers Kee Card & Strophy, P.S.
324 West Bay Drive NW, Suite 201
Olympia, Washington 98502
Phone: 360-352-8311
Facsimile: 360-352-8501
Email: tjw at buddbaylaw.com
Skype: thomas.westbrook
www.buddbaylaw.com
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COVID-19 UPDATE:
s Rodgers Kee Card & Strophy will no longer maintain “open” hours at the
physical office.
s All the staff is working remotely. We are routinely monitoring our voice
mail and email, which is the best way to communicate during this period.
s We are still taking new clients but consultations will be telephonic or
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s Please provide necessary documents to us by scan and email, where
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s We anticipate these changes will be effective for the foreseeable
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We look forward to the soonest possible return to full operations and
continued service to our clients.
*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
*On Behalf Of *Kerry Brink
*Sent:* Wednesday, August 18, 2021 11:23 AM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
*Subject:* Re: [WSBAPT] Institutional Trustee
Columbia Bank at one time had a dedicated person to work with SNTs.
*Best regards,*
Kerry
*Kerry E. Brink **•** Attorney at Law*
*Estate Planning, Probate, Elder Law*
*1201 Pacific Avenue, Suite 1900*
*PO Box 1315*
*Tacoma, WA 98401-1315*
*Office: 253-383-3791*
*Direct: 253-591-8555*
*Fax: 253-383-6377*
*Cell: 253-230-7999*
*We are very grateful to clients who have been incredibly understanding
throughout the COVID-19 work-arounds. Thank you to all that met without
complaint in our parking garage, your garage, outside on windy days and the
like. We are now able to have client meetings IN OUR OFFICES during the
day! Many of us continue to work partially remotely from home and
partially at the office. I am here three days a week and look forward to
serving you. Thank you for your understanding in these unprecedented
times. Please stay safe and take care of yourselves and the people you
love. *
*______________________________*
*This email and any files transmitted with it are from the law firm of
Vandeberg Johnson & Gandara, PS and may contain privileged, confidential,
or protected information. If you are not the intended recipient, any
disclosure, copying, or use of the contents of this message or any
attachments is prohibited. If you have received this transmission in error,
please notify us and delete this email and any attached files.*
*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
*On Behalf Of *tjw at w3net.net
*Sent:* Wednesday, August 18, 2021 11:08 AM
*To:* 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
*Subject:* [WSBAPT] Institutional Trustee
Looking for an institutional trustee to act as trustee of a SNT in a LWT
and also as PR and AIF in DPOA. South Sound area preferred.
Sincerely,
Tom
Thomas J. Westbrook
Attorney at Law
Rodgers Kee Card & Strophy, P.S.
324 West Bay Drive NW, Suite 201
Olympia, Washington 98502
Phone: 360-352-8311
Facsimile: 360-352-8501
Email: tjw at buddbaylaw.com
Skype: thomas.westbrook
www.buddbaylaw.com
<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.buddbaylaw.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=z5lwBaVm9sc2C54yY_FPxTMT_RJMPLISAW_7ZYYYxoA&m=_Ry7eP_tQU3gduIauGkwqES9miigmr8Clc4Y-7t4e5M&s=TjGU7qI27w-yA_SrWQ9yxosCo_HrJ1p7zQGtxNmGhXc&e=>
The information contained in this email and attachment(s) are for the
exclusive use of the addressee(s) and may contain private, privileged
and/or confidential information. If you are not the addressee, you are
strictly prohibited from reading, photocopying, distributing or otherwise
using this email or its contents in any way. If you have received this
communication in error, please notify us immediately by telephone at
360-352-8311 or by e-mail to our receptionist at reception at buddbaylaw.com,
and destroy the original message from your electronic files.
COVID POLICY:
*Our firm continues to follow guidance from the CDC and Governor Inslee’s
office regarding social distancing and the wearing of face coverings, and
we encourage the public and our clients to do the same. Our staff is still
working remotely much of the time so electronic communication by phone and
email continues to be encouraged. We appreciate your patience and
understanding.*
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