[WSBAPT] Gold Bullion

Jennifer L White jen at appletreelaw.com
Fri Jan 27 08:46:10 PST 2023


Top notch!
Heritage Auctions:
Executive
[Headshot photo of Greg Rohan]Greg Rohan
President
Greg at HA.com<mailto:Greg at HA.com>
1-877-HERITAGE (877-437-4824)
Add this person to your address Book<https://www.ha.com/c/vcard.zx?phone=1-877-HERITAGE%20(877-437-4824)%20&last=Rohan&first=Greg&email=Greg at HA.com>

At the age of eight, Greg Rohan started collecting coins and by 1971, at the age of 10, he was buying and selling coins from a dealer’s table at trade shows in his hometown of Seattle. His business grew rapidly, and in 1987 he joined Heritage as Executive Vice-President. Today, as President of Heritage, in addition to being the partner in charge of Heritage’s office in New York City, his responsibilities include overseeing the firm’s private client group and working with top collectors in every field in which Heritage is active. Greg has been involved with many of the rarest items and most important collections handled by the firm, including the purchase and sale of the Ed Trompeter Collection (included in the Guinness Book of World Records). During his career, Greg has handled more than $1 billion of property for consignors. He has provided expert testimony for the United States Attorney and for the Federal Trade Commission, and has appeared as an expert on CNN, CNBC, Anderson Cooper, ABC, and CBS. He works with collectors, consignors, and their advisors regarding significant collections in every one of Heritage’s 35 categories. The clients he has worked with have included the families of actor John Wayne and publisher Malcolm Forbes, Random House Publishing, Time-Warner, Frito-Lay, Stanford University, Columbia University, and The Smithsonian Institution to name just a few. Greg is a past Chairman of Young Presidents’ Organization (YPO) for North Texas, and is a current member of WPO in both Dallas and New York. He is an active supporter of the arts, is an advisor to the board at Austin College, and is a member of the Tate Lecture Board of Directors at Southern Methodist University. He co-authored the award-winning “Collectors Estate Handbook,” and he served two terms on the seven-person Advisory Board at the Federal Reserve Bank of Dallas.


Jennifer L. White, Esq.
[cid:image002.jpg at 01D9322B.CC3A0FC0]

jen at appletreelaw.com<mailto:jen at appletreelaw.com>
2200 S 76th Ave
Yakima, WA 98903
509.225.9813

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Tom Lee
Sent: Thursday, January 26, 2023 4:12 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Gold Bullion

I, too, would be very grateful for any insight the listserv could offer on this. I have a similar situation brewing with a client. Thanks!
-Tom Lee

On Thu, Jan 26, 2023 at 2:24 PM Rhonda Rudman <rhondarudman at comcast.net<mailto:rhondarudman at comcast.net>> wrote:
Good Afternoon,

I have a client who has about $250,000.00 worth of Bullion stored at
Brink's in New York.
First, is there anyone who can safely store bullion in the State of
Washington?
Second, who can liquidate bullion?

Thanks!

Rhonda Lee Rudman
Attorney at Law
17791 Fjord Drive NE, Suite 134
Poulsbo, Washington  98370
Phone 360-779-6400


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--

TOM LEE

Attorney

R. THOMAS LEE, PLLC | Attorney and Counselor at Law | A Professional Limited Liability Company

Direct: 425-219-6736

rtl at rtleelaw.attorney<mailto:rtl at rtleelaw.attorney> | website: www.rtleelaw.attorney<http://www.rtleelaw.attorney>

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