[WSBAPT] Referral Request - Securities Scam/Fraud

[Diane J. Kiepe]

Brent,

Completely outside my wheelhouse as well but I think a very good starting point would be the local prosecutors office and maybe even the State AG.

I am so sorry for your client!

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 <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Tuesday, May 9, 2023 9:28 AM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Referral Request - Securities Scam/Fraud

Greetings -

A client of mine contacted me today advising that she had purchased $150k worth of stock but that "it turned out to be a scam" - it was a self directed IRA and spends administrative fees each year.

She is not unable to connect with anyone who sold her these items and is in need of help.

This is entirely outside of my 21 years of experience and am not even sure who she could turn to for guidance.  Appreciate any thoughts, recommendations, referrals that I can pass along.

Thank you!

Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

**EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA 98063

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /
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