[WSBAPT] Estate Planning Attorney for Client with $10 million+ estate

[Jennifer Schreiber]

Hi Lovie,

I recommend John Kenney if John Kenney & Associates. https://kenneylawfirm.com/attorneys/

Best of luck,

Jennifer



Jennifer Schreiber

John Kenney & Associates, PLLC
17791 Fjord Drive, Suite 154
Poulsbo, WA 98370

Jennifers at kenneylawfirm.com

Phone: 360-850-1049

Fax: 360-626-8336
________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Lovie Bernardi <lovie at fb-lawfirm.com>
Sent: Friday, September 29, 2023 2:13:55 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Estate Planning Attorney for Client with $10 million+ estate


Hi everyone,



I’m looking for referrals for an attorney to handle estate planning for a client with a larger estate. I assisted in the administration of her late husband’s estate and would like to find someone who can help her accomplish her estate planning goals. She has an investment advisor and a CPA that we have been working with. Thanks!



Lovie



Lovie L. Bernardi

Flaherty & Bernardi, PLLC

3600 15th Avenue West #205

Seattle, WA  98119

(206) 682-2616



lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>

http://fb-lawfirm.com<http://sbfirm.com/>



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