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<p class="MsoNormal"><span style="color:#1F497D">Heather,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">You may want to reach out to Christine Muckle, in Vancouver, B.C. She’s assisted with a couple of situations with Canadian beneficiaries. Very helpful and knowledgeable.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Christine M. Muckle <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Legacy Tax + Trust Lawyers<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">t: 604.631.1250<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">e: cmuckle@legacylawyers.com<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="color:#1F497D">Thank you,<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="color:#C00000">***When responding to this email, please
<i>reply all</i>***<o:p></o:p></span></b></p>
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</v:shape><![endif]--><![if !vml]><span style="mso-ignore:vglayout;position:absolute;z-index:251659262;left:0px;margin-left:2px;margin-top:78px;width:51px;height:52px"><img width="51" height="52" src="cid:image002.png@01D29665.FC3FAB20" alt="Logo" v:shapes="Picture_x0020_2"></span><![endif]><b><span style="color:black">Mark
Reinhardt<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:black">Attorney<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:black">Rehberg Law Group, PLLC</span><span style="font-size:9.0pt;font-family:"Times New Roman","serif";color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:8.0pt;font-family:"Arial","sans-serif";color:black">Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies | J. Sabrina Go | Jerrica Pierson Seeger</span><span style="font-size:9.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Assistant: Nancy DeOrnellis |
<a href="mailto:ndeornellis@rehberglaw.com"><span style="color:black">ndeornellis@rehberglaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">SeaTac: 18000 International Blvd. (Pacific Hwy S. | Hwy 99), Suite 550, SeaTac, WA 98188<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Bellevue: 1400 112th Avenue Southeast, Suite 100, Bellevue, WA 98004<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Contact: Phone (206) 246-8772 ext. 333 | Toll Free (877) 246-8772 | Fax (206) 454-7910<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Email: <u><a href="mailto:mreinhardt@rehberglaw.com"><span style="color:black">mreinhardt@rehberglaw.com</span></a></u> |
</span><span style="color:black"><a href="http://www.rehberglaw.com/"><span style="font-size:9.0pt;color:black">www.rehberglaw.com</span></a></span><span style="font-size:9.0pt;color:black"> |
</span><span style="color:black"><a href="http://visitor.r20.constantcontact.com/d.jsp?llr=ay8zc9bab&p=oi&m=1101460729600&sit=dzioz88bb&f=46130d29-cd26-4d90-89ea-1b62cacb4ca4"><span style="font-size:9.0pt;color:black">Join the Rehberg Law Group Newsletter</span></a></span><span style="font-size:9.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">estate planning | business law | elder law | asset protection | probate | trust administration<o:p></o:p></span></p>
<p class="MsoNormal"><a href="https://www.facebook.com/pages/Rehberg-Law-Group/222157867803108"><span style="color:black;text-decoration:none"><img border="0" width="36" height="36" id="_x0000_i1027" src="cid:image003.png@01D29665.FC3FAB20" alt="cid:image004.png@01D20504.D689D150"></span></a><span style="font-size:9.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:9.0pt;color:black">Confidentiality Notice</span></u><span style="font-size:9.0pt;color:black">:<i>
</i>Please note that attorney-client communications are privileged and confidential.<i>
</i>This email and any attachments may be confidential or legally privileged. If you received this message in error or are not the intended recipient, you should destroy the email message and any attachments or copies and you are prohibited from retaining,
distributing, disclosing or using any information contained herein. Please inform us of the erroneous delivery by return email. Thank you for your cooperation.
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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>Heather deVrieze<br>
<b>Sent:</b> Monday, March 06, 2017 10:24 AM<br>
<b>To:</b> 'wsbapt@lists.wsbarppt.com'<br>
<b>Subject:</b> [WSBAPT] Canadian Beneficiaries in Trust<o:p></o:p></span></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Clients, both US persons, have several heirs who are Canadian residents and citizens. Their estate plan currently calls for establishment of a trust for each beneficiary who is still a youngster (under age 25) at the time of distribution.
The trustee would be another relative, also a citizen/resident of Canada. Another beneficiary has diminished ability to handle money, and they want an annuity for his share.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Anyone well versed in cross-border issues with trusts available to help me help these clients. In particular, the spouse who handles more of the paperwork in the family is looking to streamline as much as possible, even to the point of
establishing the accounts/trusts for these beneficiaries now so that they could simply direct additional funding in their Wills.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">Heather<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond","serif";color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond","serif";color:#1F497D"><img border="0" width="189" height="105" id="_x0000_i1025" src="cid:image004.jpg@01D29665.FC3FAB20" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond","serif";color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#002E8A"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
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<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria","serif";color:blue"><o:p></o:p></span></p>
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