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<p class="MsoNormal"><span style="color:#1F497D">Happy to throw my name in the hat. I’m comfortable with taxable estates as well as protecting assets in the event of long term health care planning purposes. I like and use the phrase,
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“Don’t put your trust in money, put your money in trust.” The trick (rather the expertise in planning) is what kind or kinds of trusts can help achieve the stated goals.
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<p class="MsoNormal" style="background:white"><b><span style="color:black">Stephen M. Waltar, PS</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:10.0pt;color:black">Estate Planning Law</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">1750 - 112th Avenue NE, Suite C245</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">Bellevue, WA 98004</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">(425) 455-6788</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><a href="http://www.waltar.com/" target="_blank" title="blocked::http://www.waltar.com/"><span style="font-size:10.0pt">www.waltar.com</span></a></span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica","sans-serif";color:black"> </span><span style="font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><a href="http://www.waltar.com/" target="_blank"><span style="font-family:"Helvetica","sans-serif";text-decoration:none"><img border="0" width="126" height="85" id="Picture_x0020_6" src="cid:image001.jpg@01D2509C.3A968930" alt="cid:image002.jpg@01CA47FC.9ED8CEE0"></span></a><span style="font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica","sans-serif";color:black"> </span><span style="font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><i><span style="font-size:10.0pt;color:black">If we should be helping someone you care about,
</span></i></b><span style="font-size:10.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><i><span style="font-size:10.0pt;color:black">please don't keep us a secret!</span></i></b><span style="font-size:10.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><a href="https://www.facebook.com/pages/Stephen-M-Waltar-PS/663832273655743" target="_blank"><span style="font-size:12.0pt;text-decoration:none"><img border="0" width="32" height="32" id="Picture_x0020_5" src="cid:image002.png@01D2509C.3A968930" alt="facebook"></span></a><span style="font-size:12.0pt;color:black">
</span><a href="https://twitter.com/WaltarLaw" target="_blank"><span style="font-size:12.0pt;text-decoration:none"><img border="0" width="32" height="32" id="Picture_x0020_4" src="cid:image003.png@01D2509C.3A968930" alt="twitter"></span></a><span style="font-size:12.0pt;color:black"> </span><a href="http://www.linkedin.com/company/3173783?trk=tyah" target="_blank"><span style="font-size:12.0pt;text-decoration:none"><img border="0" width="32" height="32" id="Picture_x0020_3" src="cid:image004.png@01D2509C.3A968930" alt="linkedin"></span></a><span style="font-size:12.0pt;color:black"> </span><a href="https://plus.google.com/u/0/114715232767415279995" target="_blank"><span style="font-size:12.0pt;text-decoration:none"><img border="0" width="32" height="32" id="Picture_x0020_2" src="cid:image005.png@01D2509C.3A968930" alt="g-plus-icon-32x32"></span></a><span style="font-size:12.0pt;color:black"> </span><a href="http://www.youtube.com/StephenMWaltarPS" target="_blank"><span style="font-size:12.0pt;text-decoration:none"><img border="0" width="32" height="32" id="Picture_x0020_1" src="cid:image006.png@01D2509C.3A968930" alt="youtube"></span></a><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><i><u><span style="font-size:10.0pt;color:black">Circular 230 Warning</span></u></i><i><span style="font-size:10.0pt;color:black">: This communication is not intended to constitute tax advice and may not be used
by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.<o:p></o:p></span></i></p>
<p class="MsoNormal" style="background:white"><i><u><span style="font-size:10.0pt;color:black">Confidentiality Notice</span></u></i><i><span style="font-size:10.0pt;color:black">: The information contained herein and any attachments are a private communication
sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient. If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution,
forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.<o:p></o:p></span></i></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Lovie Bernardi<br>
<b>Sent:</b> Wednesday, December 07, 2016 12:19 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Estate planning referral<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Listmates;<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have a potential client who needs someone who handles larger estates. He is unmarried, no kids, but in a long term relationship. He owns two commercial properties with partners and is in the process of acquiring more properties. He expects
his estate may be in Federal Estate tax range in the near future. He is also concerned about long term care planning. If you are interested in assisting him or know someone who would be a good fit, please send me the contact information.<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Lovie L. Bernardi</span><span style="font-family:"Arial","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Flaherty & Bernardi, PLLC</span><span style="font-family:"Arial","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">216 First AVE S, #450</span><span style="font-family:"Arial","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Seattle, WA 98104</span><span style="font-family:"Arial","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">(206) 682-2616<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><a href="mailto:joni@sbfirm.com">lovie@fb-lawfirm.com</a></span><span style="font-family:"Arial","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><a href="http://sbfirm.com/">http://fb-lawfirm.com</a></span><span style="font-family:"Arial","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial","sans-serif""> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">**********<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">This e-mail may contain information that is privileged, confidential or otherwise protected from disclosure. If you are not the intended recipient or otherwise have received
this message in error, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you are not the intended recipient or otherwise have received this message in error, please notify us immediately by e-mail, discard
any paper copies and delete all electronic files of the message. <i>Circular 230 Notice: This communication may not be used by you or any other person or entity for the purpose of avoiding any federal tax penalties.</i></span><span style="font-size:12.0pt"><o:p></o:p></span></p>
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