[WSBAPT] Referral needed for EP attorney in LA County

Genissa Richardson genissa at truenorthlegalservices.com
Tue Sep 15 11:37:02 PDT 2026


Thank you for your email Heidi. This referral is for my client's adult son.
I do not believe the estate is federally taxable. There may be residuary's
after he's gone that are governed by SAG-AFTRA and the like (he is an
actor, but as of yet not well known). There is likely an LLC to manage his
acting income. I don't believe he is married or has children. That's really
all I know at this juncture.
*Genissa Richardson, Attorney at Law*
*True North Legal Services, PLLC*
*301 Prospect St., Bellingham, WA 98225*
*PO Box 934, Bellingham, WA 98227 (mailing address)*
*Phone (360) 639-3393*
*U.S. Coast Guard Veteran*

*Please note our new office hours beginning Monday, June 29th:  *Monday -
Thursday 9am to 5pm. We will only be in the office on Fridays for scheduled
court hearings. Thank you.

*NOTICE OF UNAVAILABILITY:*
*I am out of the office and/or unavailable the following dates:*
*November 2nd - 11th* (Available for Zoom/Phone appointments only - no in
person availability).
*November 25th -27th* (closed for Thanksgiving Holiday).

*The information transmitted by this email is intended only for the person
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*NOTE: ATTORNEY RICHARDSON AND/OR STAFF ANSWERING AN EMAIL, TEXT, OR PHONE
CALL REGARDING A GENERAL INQUIRY DOES NOT ESTABLISH AN ATTORNEY-CLIENT
RELATIONSHIP BETWEEN YOU (OR YOUR COMPANY) AND ATTORNEY RICHARDSON OR TRUE
NORTH LEGAL SERVICES, PLLC — YOU MUST BE ESTABLISHED AS A CLIENT WITH OUR
OFFICE BEFORE ANY SUCH RELATIONSHIP EXISTS. IF YOU HAVE ANY DOUBT AS TO
WHETHER OR NOT AN ATTORNEY-CLIENT RELATIONSHIP EXISTS, IT PROBABLY DOES
NOT.*


On Thu, Sep 10, 2026 at 2:54 PM Heidi Bitterman <hbitterman at gmail.com>
wrote:

> Hi Genissa,
>
> I used to practice law in the Pasadena area.  I can make a few
> recommendations in the areas you mentioned, but first, can you tell me if
> the estate is subject to federal estate tax or not?  Additionally, are
> there any unique assets within the estate, such as businesses, private
> equity, tangible personal property of significant worth, etc.?    I don't
> want to recommend a planner that can do "all the things" and bill at a high
> rate when your clients need a relatively straightforward plan.
>
> Best,
> Heidi Bitterman, CTFA, JD
> Private Professional Fiduciary
>
> On Wed, Sep 9, 2026 at 10:03 AM Genissa Richardson <
> genissa at truenorthlegalservices.com> wrote:
>
>> Does anyone have a referral for an estate planner in LA County? Downtown
>> LA, Glendale, or the Pasadena areas are preferred.
>> Thank you,
>> *Genissa Richardson, Attorney at Law*
>> *True North Legal Services, PLLC*
>> *301 Prospect St., Bellingham, WA 98225
>> <https://www.google.com/maps/search/301+Prospect+St.,+Bellingham,+WA+98225?entry=gmail&source=g>*
>> *PO Box 934, Bellingham, WA 98227 (mailing address)*
>> *Phone (360) 639-3393 <(360)%20639-3393>*
>> *U.S. Coast Guard Veteran*
>>
>> *Please note our new office hours beginning Monday, June 29th:  *Monday
>> - Thursday 9am to 5pm. We will only be in the office on Fridays for
>> scheduled court hearings. Thank you.
>>
>> *NOTICE OF UNAVAILABILITY:*
>> *I am out of the office and/or unavailable the following dates:*
>> August 31st - September 7th, 2026 (Labor Day Holiday)
>> November 2nd - 11th (Available for Zoom/Phone appointments only - no in
>> person availability)
>>
>> *The information transmitted by this email is intended only for the
>> person or entity to which it is addressed. This email may contain
>> proprietary, business-confidential and/or privileged material. If you are
>> not the intended recipient of this message, be aware that any use, review,
>> retransmission, distribution, reproduction or any action taken in reliance
>> upon this message is strictly prohibited. If you received this in error,
>> please contact the sender and delete the material from all computers.*
>>
>> *NOTE: ATTORNEY RICHARDSON AND/OR STAFF ANSWERING AN EMAIL, TEXT, OR
>> PHONE CALL REGARDING A GENERAL INQUIRY DOES NOT ESTABLISH AN
>> ATTORNEY-CLIENT RELATIONSHIP BETWEEN YOU (OR YOUR COMPANY) AND ATTORNEY
>> RICHARDSON OR TRUE NORTH LEGAL SERVICES, PLLC — YOU MUST BE ESTABLISHED AS
>> A CLIENT WITH OUR OFFICE BEFORE ANY SUCH RELATIONSHIP EXISTS. IF YOU HAVE
>> ANY DOUBT AS TO WHETHER OR NOT AN ATTORNEY-CLIENT RELATIONSHIP EXISTS, IT
>> PROBABLY DOES NOT.*
>> ***Disclaimer: Please note that RPPT listserv participation is not
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>> attorneys, law students, professionals working in related fields, and
>> others.***
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> ***Disclaimer: Please note that RPPT listserv participation is not
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