[WSBAPT] Referral for Blind Trust

[Mike Jacobs]

Diane,

Thank you for the head's up.  One more reason to send this to someone with more experience in this area.

Sincerely,

Michael P. Jacobs
Riach Gese Jacobs, PLLC
7331 196th St. SW | PO Box 1067 | Lynnwood, WA 98036
Phone: (425) 776-3191 | Fax: (425) 425-775-0406

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Wednesday, January 5, 2022 3:50 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Referral for Blind Trust

Hi Michael,

I don't mean to just jump in with assumptions but when I read your request below it makes me think that there might be a pending pre nup being considered.  If that is the case, a blind trust (which WA generally does not recognize) may potentially create a whole host of issues.

I have no good referral source but wanted to highlight the above as a friendly warning just in case.

Best to you.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Mike Jacobs
Sent: Wednesday, January 5, 2022 2:20 PM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Referral for Blind Trust

Looking for referral for the following: PC located in North Seattle area is getting married.  Fiancée's company wants her to divest certain investments. She would rather not and is interested in possibly setting up a blind trust.  I know nothing about that and would like to point her in the right direction.

Sincerely,

Michael P. Jacobs
Riach Gese Jacobs, PLLC
7331 196th St. SW | PO Box 1067 | Lynnwood, WA 98036
Phone: (425) 776-3191 | Fax: (425) 425-775-0406

REPRESENTING OUR COMMUNITY SINCE 1959

Confidentiality Notice: This e-mail message may contain confidential or privileged information. If you have received this message by mistake, please do not review, disclose, copy, or distribute the e-mail. Instead, please notify us immediately by replying to this message or telephoning us. Thank you.

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