[WSBAPT] Referral - Estate/Business Succession Planning

[Diane J. Kiepe]

My practice and each of my colleague's practices involves with business planning, including succession planning, coupled with tax planning, including gifting of family business interests with discounts where appropriate.  I realize I am in Spokane, but we do have a good number of clients that are not local.


Diane J. Kiepe
Douglas Eden, P.S.
717 W. Sprague Ave., Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300
Please note that I will be out of the office starting December 4, 2023 until approximately December 18, 2023 for medical reasons, with little to no email for the initial few days.  If you need immediate assistance, please call 509-455-5300 and ask for Sandy Saty.

KINDLY ALLOW 2-4 WORKING DAYS TO RECEIVE A RESPONSE TO NON-URGENT EMAILS.  FEEL FREE TO SEND YOUR EMAIL (OR RESEND YOUR EMAIL AS THE CASE MAY BE) MARKED URGENT IN THE SUBJECT LINE.


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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kristen Fisher
Sent: Thursday, November 16, 2023 10:12 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Referral - Estate/Business Succession Planning

My colleague Kiran Uppal handles family business and estate planning. https://www.stokeslaw.com/kiran-uppal

Kristen Fisher
Attorney
Stokes Lawrence, P.S.
1420 Fifth Avenue, Suite 3000 | Seattle, WA 98101-2393
direct: 206.892.2186
Kristen.Fisher at stokeslaw.com<mailto:Kristen.Fisher at stokeslaw.com> | stokeslaw.com<http://www.stokeslaw.com/>
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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 Neli Espe, J.D. - Olympic Legal
Sent: Thursday, November 16, 2023 9:44 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Referral - Estate/Business Succession Planning

Dear List-mates,

I am seeking referral for a business owner (corp) with assets of over $2.2M (real property/investments) who seeks estate/business planning and tax advice.

Unmarried, one child, child works full time in the business but not a shareholder.

Kind regards,

Neli
___________________________________
   Neli Espe, J.D., Olympic Legal
                360.630.3635
2114 Commercial Ave., Anacortes
            olympiclegal.com<http://olympiclegal.com/>
     Estate & Business Planning

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