[WSBAPT] Idaho trust attorney

Candace Wilkerson cwilkerson at wongfleming.com
Fri Mar 4 09:12:42 PST 2022


Hi Eleanor,

I'm licensed in both states and would be happy to consult.  Your client can call our office at 425-869-4040 and ask to schedule a consult with me (it's free).

Best,
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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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Eleanor Doermann
Sent: Friday, March 4, 2022 11:55 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Idaho trust attorney

To the list,

PC is current trustee and beneficiary of a spousal testamentary trust created by her husband who passed away many years ago in Idaho. The situs is Idaho and the trust contains no provision for transferring the situs to another state. PC now lives in Washington, and trust investments are managed in Washington. There is no real property in the trust. Some of the remainder beneficiaries are in Idaho. PC has questions about interpretation of the trust, so I am hoping to find a probate and trust attorney who is licensed in both Washington and Idaho who could advise. Any recommendations?

Best wishes,
Eleanor Doermann



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               E-mail: eleanor at pathwaylaw.net<mailto:eleanor at pathwaylaw.net>

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