[WSBAPT] Looking to Refer Client for Medicaid & Inheritance Planning

[Eli Neal]

Mike,

Laura Nelson is great. She's in Vancouver, WA and has great knowledge of both Oregon and Washington rules. Here is her contact information:

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LAURA NELSON
LAURA S. NELSON LAW, PLLC
PO Box 422 Vancouver, WA 98666
P: (360) 939-3988
laura.nelson at lsnelsonlaw.com<mailto:laura.nelson at lsnelsonlaw.com>
Practicing: Elder, Guardianships

All the best,
Eli

Eli C. Neal | CPA, ABV, CFF
Principal | 4 Corners Financial Forensics
Business Valuations | Forensic Accounting | Economic Damages

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Email: eneal at 4cornersff.com<mailto:eneal at 4cornersff.com>
Direct: 425.800.4896
Schedule time on my calendar: 30 minutes<https://calendly.com/eneal-4-corners/30min> or 60 minutes<https://calendly.com/eneal-4-corners/60min>
1100 Bellevue Way NE, Suite 8A - 45
Bellevue, WA 98004
www.4CornersFF.com<http://www.4cornersff.com/>

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Mike Jacobs
Sent: Wednesday, April 10, 2024 11:10 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Looking to Refer Client for Medicaid & Inheritance Planning

Greetings,

I need to refer on a client.  She is in Everett, over 65 and on Medicaid.  She will receive an inheritance in the mid to high five figures from an estate being probated in Oregon.  Anybody interested in assisting her? Self referrals welcome.

Sincerely,

Michael P. Jacobs
Riach Gese Jacobs, PLLC
7331 196th St. SW | PO Box 1067 | Lynnwood, WA 98036
Phone: (425) 776-3191 | Fax: (425) 425-775-0406

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