[WSBAPT] Attorney who drafts irrevocable life insurance trusts

[Jade Coppieters]

Hi Lovie,
We regularly prepare irrevocable trusts as part of our practice, including ILITs. I'd be happy to chat with you or your client.

Best regards,
Jade Coppieters

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

[cid:image001.gif at 01D7DA34.C7336DF0]<http://www.scarfflaw.com/>

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Lovie Bernardi
Sent: Monday, November 15, 2021 2:05 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Attorney who drafts irrevocable life insurance trusts

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/>

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