[WSBAPT] Referral request - Spendthrift trust with UK resident beneficiary

[Margaret Delp]

I would also be willing to refer the client on with a “warm handoff”. 😊

Thanks!

Margaret

 

From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of Margaret Delp <delp at whidbey.net>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Thursday, July 18, 2024 at 11:30 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Referral request - Spendthrift trust with UK resident beneficiary

 

Hello everyone: I am looking for someone who would be willing to consult or associate with me on an estate planning matter. The clients would like to set up a testamentary spendthrift trust for a relative who is a UK citizen (and resides there). I am looking for expertise on possible tax or other concerns with such an arrangement.

Thank you!
Margaret

--

Law Office of Margaret Delp

Mailing Address: PO Box 292, Langley, WA 98260

NEW LOCATION:

5671 Crawford Road, Langley, WA (located just off of Highway 525 and shares a driveway with Unity of Whidbey)

Phone: 360-579-4530

Fax: 360-512-3114

www.delp-law.com

 

 

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