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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Dear Colleagues:<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-family:"Arial",sans-serif'>A PR is considering whether to liquidate a large investment portfolio due to current events and concerns about a recession. The portfolio has performed well. We are within 6-8 months of completing the probate and distributing to beneficiaries. The beneficiaries of the investment portfolio are a number of nonprofits.<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-family:"Arial",sans-serif'>The PR is not qualified, nor am I, to make the decision regarding liquidation. I have to consider that this decision may come before the court. I believe it would be more defensible if an expert, such as an economist, provided an opinion, rather than rely on the portfolio’s current investment advisor or another financial advisor.<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-family:"Arial",sans-serif'>What are your thoughts? Is there an expert at the University of Washington or elsewhere that you would recommend?<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-family:"Arial",sans-serif'>Carrie<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-family:"Arial",sans-serif'>Carrie M. Kovacevich<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Attorney at Law<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Lakeview Law, PLLC<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>1001 4<sup>th</sup> Avenue, Suite 4400<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Seattle, Washington 98154<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Office: (206) 367-6962<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>E-mail: <a href="mailto:carrie@lakeviewlaw.com">carrie@lakeviewlaw.com</a><o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Web: <a href="http://www.lakeviewlaw.com/">www.lakeviewlaw.com</a><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><i><span style='font-size:8.0pt;font-family:"Arial",sans-serif'>This e-mail message (including any attachments) may contain Privileged/Confidential Information that is intended only for the addressee. If you are not the addressee indicated in this message (or responsible for delivery of the message to such person), please immediately notify the sender by reply e-mail or call 206-367-6962 and delete this message and attachments, if any. We appreciate your assistance in correcting this matter.<o:p></o:p></span></i></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>