[WSBAPT] Referral Request - Securities Scam/Fraud

[Eric Nelsen]

The only person who comes up in my bookmarked referrals—and I can’t remember who suggested him to me originally—is Roger Mellem:

https://ryanswansonlaw.com/people/roger-mellem/

Sincerely,

Eric

Eric C. Nelsen
Sayre Law Offices, PLLC
1417 31st Ave South
Seattle WA 98144-3909
206-625-0092
eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>

Covid-19 Update - All attorneys are working remotely during regular business hours and are available via email and by phone. Videoconferencing also is available. Signing of estate planning documents can be completed and will be handled on a case-by-case basis. Please direct mail and deliveries to the Seattle office.

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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