[WSBAPT] Attorney who drafts irrevocable life insurance trusts

Lovie Bernardi lovie at fb-lawfirm.com
Mon Nov 15 14:04:39 PST 2021


Listmates,

I am assisting a widow with the administration of her husband's estate. She needs estate planning assistance, and it is possible that an ILIT may be of benefit to her. I would like to talk to someone whose practice includes the drafting of ILITs about whether one would be beneficial to my client. If an ILIT would be of benefit, I would refer her for estate planning.

Lovie

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
3600 15th Avenue West #205
Seattle, WA  98119
(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
http://fb-lawfirm.com<http://sbfirm.com/>

**********
This e-mail may contain information that is privileged, confidential or otherwise protected from disclosure. If you are not the intended recipient or otherwise have received this message in error, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you are not the intended recipient or otherwise have received this message in error, please notify us immediately by e-mail, discard any paper copies and delete all electronic files of the message.  Circular 230 Notice:  This communication may not be used by you or any other person or entity for the purpose of avoiding any federal tax penalties.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20211115/f6287cb3/attachment.html>


More information about the WSBAPT mailing list