[WSBAPT] WA new 7% capital gains tax in effect January 1, 2022 - Need referral

[Jade Coppieters]

Hi Candace,
I can advise on this. There may be other planning strategies as well, e.g., a non-grantor trust.  I wrote an article on this recently - Trust Planning and the Washington State Capital Gains Tax<https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3868404>

Feel free to pass my info along.

Best regards,
Jade Coppieters

J. M. Coppieters, Esq.
Phone: 206-236-1500
Fax: 206-905-5912

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Candace Wilkerson
Sent: Friday, December 3, 2021 11:43 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] WA new 7% capital gains tax in effect January 1, 2022 - Need referral

Hi all,

I have a client who needs to consult with someone to decide whether to sell a substantial (more than $1 million) amount of stock before the end of 2021 to avoid the new long term capital gains tax going into effect January 1, 2022.  I don't know much about it, and told him I would try to find an attorney to whom to refer him for advice.  He needs to move pretty quickly to make his decision; is anyone able and willing to provide a consult with him?

I'll pass on any referrals received.

Thanks,
Candace Wilkerson

*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m.  If you have an urgent matter outside that time period, please call our office at the number below.

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Candace Wilkerson  | Senior Associate  |  Wong Fleming

Note new address as of 8/30/2021:

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Phone: 425.869.4040  |  Fax: 425.869.4050
cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>


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