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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoPlainText><b>Another vote for FBCPA Group PS<o:p></o:p></b></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Lisa Clark, CPA<o:p></o:p></p><p class=MsoPlainText>lisa@fb-cpa.com<mailto:lisa@fb-cpa.com><o:p></o:p></p><p class=MsoPlainText>FBCPA Group PS, Inc.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>ROBERT E.WEST, JR.<o:p></o:p></p><p class=MsoPlainText>WEST LAW OFFICES, P.S.<o:p></o:p></p><p class=MsoPlainText>332 1st Street NE<o:p></o:p></p><p class=MsoPlainText>Auburn WA 98002<o:p></o:p></p><p class=MsoPlainText>Telephone: 253-351-9000<o:p></o:p></p><p class=MsoPlainText>Facsimile: 253-833-5322<o:p></o:p></p><p class=MsoPlainText>E-Mail: rwest@westlawoffices.com<o:p></o:p></p><p class=MsoPlainText>Website: www.WestLawOffices.com<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Confidentiality: If you have received this email in error please reply to me and delete your copy immediately as this email may contain attorney-client privileged and/or information which should not be reproduced or distributed in any way. <o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. <o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-----Original Message-----<br>From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of wsbapt-request@lists.wsbarppt.com<br>Sent: Monday, March 15, 2021 5:19 PM<br>To: wsbapt@lists.wsbarppt.com<br>Subject: WSBAPT Digest, Vol 78, Issue 19</p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Send WSBAPT mailing list submissions to<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>To subscribe or unsubscribe via the World Wide Web, visit<o:p></o:p></p><p class=MsoPlainText> <a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p><p class=MsoPlainText>or, via email, send a message with subject or body 'help' to<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt-request@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-request@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>You can reach the person managing the list at<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt-owner@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-owner@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>When replying, please edit your Subject line so it is more specific<o:p></o:p></p><p class=MsoPlainText>than "Re: Contents of WSBAPT digest..."<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Today's Topics:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText> 1. Re: CPA for Estate Taxes in/around Auburn (Jennifer Gellner)<o:p></o:p></p><p class=MsoPlainText> 2. Re: CPA for Estate Taxes in/around Auburn (Kristi L. Richards)<o:p></o:p></p><p class=MsoPlainText> 3. Re: CPA for Estate Taxes in/around Auburn (Sarah J. Dion)<o:p></o:p></p><p class=MsoPlainText> 4. Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText> (Sarah J. Dion)<o:p></o:p></p><p class=MsoPlainText> 5. Re: Will Filing (Josh Grant)<o:p></o:p></p><p class=MsoPlainText> 6. Korean-Speaking Estate Planning Attorney (Steven Matyas)<o:p></o:p></p><p class=MsoPlainText> 7. Re: Will Filing (Inge Fordham)<o:p></o:p></p><p class=MsoPlainText> 8. Re: Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText> (Philip N. Jones)<o:p></o:p></p><p class=MsoPlainText> 9. Re: Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText> (Mark Reinhardt)<o:p></o:p></p><p class=MsoPlainText> 10. US Canadian Dual Citizen Gift Tax Implications (Jacob Menashe)<o:p></o:p></p><p class=MsoPlainText> 11. Re: Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText> (Sarah J. Dion)<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>----------------------------------------------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 1<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 20:59:12 +0000<o:p></o:p></p><p class=MsoPlainText>From: Jennifer Gellner <<a href="mailto:Jennifer@GELLNERLAWGROUP.COM"><span style='color:#17365D;text-decoration:none'>Jennifer@GELLNERLAWGROUP.COM</span></a>><o:p></o:p></p><p class=MsoPlainText>To: "<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID: <<a href="mailto:e857d5180828412d9ee7a44825e52b9b@GELLNERLAWGROUP.COM"><span style='color:#17365D;text-decoration:none'>e857d5180828412d9ee7a44825e52b9b@GELLNERLAWGROUP.COM</span></a>><o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="koi8-r"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I've worked with Laura Koenig at Shannon and Associates - very good!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Jennifer A. Gellner, LL.M. <o:p></o:p></p><p class=MsoPlainText>Principal, Gellner Law Group<o:p></o:p></p><p class=MsoPlainText>P: (425) 235-5535 ? Toll-Free: (877) 252-0738<o:p></o:p></p><p class=MsoPlainText>E: <a href="mailto:jennifer@gellnerlawgroup.com"><span style='color:#17365D;text-decoration:none'>jennifer@gellnerlawgroup.com</span></a><o:p></o:p></p><p class=MsoPlainText>8407 S. 259th St. Suite 203, Kent, WA 98030<o:p></o:p></p><p class=MsoPlainText>505 W. Riverside Ave., Suite 500, Spokane, WA 99201<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE:? The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections.? If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message.? Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>CLIENT ADVISORY:? A spam filter is in use in our IT system.? If you have not received a reply to an e-mail message within 48 hours, please call or leave a voice message for me.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-----Original Message-----<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of <a href="mailto:wsbapt-request@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-request@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 1:28 PM<o:p></o:p></p><p class=MsoPlainText>To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Subject: WSBAPT Digest, Vol 78, Issue 18<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Send WSBAPT mailing list submissions to<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>To subscribe or unsubscribe via the World Wide Web, visit<o:p></o:p></p><p class=MsoPlainText> <a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p><p class=MsoPlainText>or, via email, send a message with subject or body 'help' to<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt-request@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-request@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>You can reach the person managing the list at<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt-owner@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-owner@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>When replying, please edit your Subject line so it is more specific than "Re: Contents of WSBAPT digest..."<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Today's Topics:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText> 1. Re: CPA for Estate Taxes in/around Auburn (Dalynne Singleton)<o:p></o:p></p><p class=MsoPlainText> 2. Re: CPA for Estate Taxes in/around Auburn (Lewis, Amy C.)<o:p></o:p></p><p class=MsoPlainText> 3. Cottage LLC agreement (Peter D. Haroldson)<o:p></o:p></p><p class=MsoPlainText> 4. Re: Cottage LLC agreement (Bryce Dille)<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>----------------------------------------------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 1<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 19:20:46 +0000<o:p></o:p></p><p class=MsoPlainText>From: Dalynne Singleton <<a href="mailto:dalynne@glgmail.com"><span style='color:#17365D;text-decoration:none'>dalynne@glgmail.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MWHPR12MB1504F2CC9F6D7A369AA45173A56C9@MWHPR12MB1504.namprd12.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MWHPR12MB1504F2CC9F6D7A369AA45173A56C9@MWHPR12MB1504.namprd12.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="windows-1252"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I like Bauer Evan?s and they have bellevue office.<o:p></o:p></p><p class=MsoPlainText>Dalynne Singleton<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Get Outlook for iOS<<a href="https://aka.ms/o0ukef"><span style='color:#17365D;text-decoration:none'>https://aka.ms/o0ukef</span></a>> ________________________________<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> on behalf of Inge Fordham <<a href="mailto:inge@fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>inge@fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 11:58:20 AM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Looking for referrals to a CPA experienced in estate taxes in the Auburn area (or as close as possible).<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thank you in advance!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Inge A. Fordham | Attorney<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Fordham Law, PLLC<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>3218 Sixth Avenue | Tacoma, WA 98406<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Office: (253) 348-2657 | Mobile: (206) 778-3131<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><a href="http://www.fordhamlegal.com%3chttp:/www.fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>www.fordhamlegal.com<http://www.fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image001.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 358106 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image001.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/image001-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/image001-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 2<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 19:41:41 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Lewis, Amy C." <<a href="mailto:ALewis@Eisenhowerlaw.com"><span style='color:#17365D;text-decoration:none'>ALewis@Eisenhowerlaw.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MW2PR18MB2265BA2560A3B7CF6DDB4474D96C9@MW2PR18MB2265.namprd18.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MW2PR18MB2265BA2560A3B7CF6DDB4474D96C9@MW2PR18MB2265.namprd18.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="utf-8"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Lisa Clark, CPA<o:p></o:p></p><p class=MsoPlainText><a href="mailto:lisa@fb-cpa.com%3cmailto:lisa@fb-cpa.com"><span style='color:#17365D;text-decoration:none'>lisa@fb-cpa.com<mailto:lisa@fb-cpa.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Catherine Budinger, CPA, MAcc<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><a href="mailto:catherine@fb-cpa.com%3cmailto:catherine@fb-cpa.com"><span style='color:#17365D;text-decoration:none'>catherine@fb-cpa.com<mailto:catherine@fb-cpa.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>FBCPA Group PS, Inc.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PO Box 490<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Auburn, WA 98071<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>(P) 253-833-5304 | (F) 253-833-0175<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Amy Lewis, Attorney<o:p></o:p></p><p class=MsoPlainText>Pronouns she/her/hers<o:p></o:p></p><p class=MsoPlainText>[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>909 A Street, Suite 600 | Tacoma, WA 98402 WE HAVE MOVED! As of 1/1/21 we will be at: 909 A Street, Suite 600, Tacoma, WA 98402 phone 253.572.4500 | fax 253.272.5732 | <a href="http://www.eisenhowerlaw.com%3chttp:/www.eisenhowerlaw.com/"><span style='color:#17365D;text-decoration:none'>www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/</span></a>><o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Inge Fordham<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 11:58 AM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Looking for referrals to a CPA experienced in estate taxes in the Auburn area (or as close as possible).<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thank you in advance!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>[<a href="cid:image003.png@01D71998.8C0E74C0"><span style='color:#17365D;text-decoration:none'>cid:image003.png@01D71998.8C0E74C0</span></a>]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Inge A. Fordham | Attorney<o:p></o:p></p><p class=MsoPlainText>Fordham Law, PLLC<o:p></o:p></p><p class=MsoPlainText>3218 Sixth Avenue | Tacoma, WA 98406<o:p></o:p></p><p class=MsoPlainText>Office: (253) 348-2657 | Mobile: (206) 778-3131 <a href="http://www.fordhamlegal.com%3chttp:/www.fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>www.fordhamlegal.com<http://www.fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.<o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image003.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 41396 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image003.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/image003-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/image003-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 22687 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 3<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 20:00:16 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Peter D. Haroldson" <<a href="mailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: "<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MWHPR22MB092619B95B424541ACD717A5A06C9@MWHPR22MB0926.namprd22.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MWHPR22MB092619B95B424541ACD717A5A06C9@MWHPR22MB0926.namprd22.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Dear Colleagues:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I have a client who owns a vacation property in WA with family members. They all get along (now) and wish to place the property into an LLC and delineate ownership interests, buy/sell provisions, maintenance costs, and the like.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Does anyone have a model agreement I could use and modify as necessary?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks, Peter<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Torres & Haroldson, PLLC<o:p></o:p></p><p class=MsoPlainText>PO BOX 530<o:p></o:p></p><p class=MsoPlainText>Maple Valley, WA 98038<o:p></o:p></p><p class=MsoPlainText>Email: <a href="mailto:peter@torresharoldson.com%3cmailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com<mailto:peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Facebook: fb.me/torresharoldson<<a href="https://fb.me/torresharoldson"><span style='color:#17365D;text-decoration:none'>https://fb.me/torresharoldson</span></a>><o:p></o:p></p><p class=MsoPlainText>Phone: 425.458.3170<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText>CLIENT ADVISORY: If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.<o:p></o:p></p><p class=MsoPlainText>IRS CIRCULAR 230 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/46a267fb/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/46a267fb/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 4<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 20:27:31 +0000<o:p></o:p></p><p class=MsoPlainText>From: Bryce Dille <<a href="mailto:Bryce@dillelaw.com"><span style='color:#17365D;text-decoration:none'>Bryce@dillelaw.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MW3PR11MB4588AD50191BE34F4BA59D30C86C9@MW3PR11MB4588.namprd11.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MW3PR11MB4588AD50191BE34F4BA59D30C86C9@MW3PR11MB4588.namprd11.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter here are two forms that may assist you that we have used modifying them as the circumstances didtate.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Bryce H. Dille<o:p></o:p></p><p class=MsoPlainText>Dille Law, PLLC<o:p></o:p></p><p class=MsoPlainText>2010 Caton Way SW Ste. 101<o:p></o:p></p><p class=MsoPlainText>Olympia, WA 98502<o:p></o:p></p><p class=MsoPlainText>Office: 360-350-0270<o:p></o:p></p><p class=MsoPlainText>Cell: 253-579-5561<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>** Please note that I use the dictation feature of my iPhone and that sometimes everything I say does not get properly translated**<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s). If this matter is transmitted to you in error, please notify the sender immediately.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Business Entity Creation and Management, Business, Government and Tax Law, Real Estate and Land Use, Residential, Commercial and Condominium Development Real Estate and Commercial Transactions & Closings, Including Performing Services as IRS Section 1031 Exchange Facilitator Estate Planning, including Wills and Trusts, and Probate Administration Representation Homeowners/Condominium Association Real Estate Developments Real Property Foreclosures and Forfeitures.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 1:00 PM<o:p></o:p></p><p class=MsoPlainText>To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Dear Colleagues:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I have a client who owns a vacation property in WA with family members. They all get along (now) and wish to place the property into an LLC and delineate ownership interests, buy/sell provisions, maintenance costs, and the like.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Does anyone have a model agreement I could use and modify as necessary?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks, Peter<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Torres & Haroldson, PLLC<o:p></o:p></p><p class=MsoPlainText>PO BOX 530<o:p></o:p></p><p class=MsoPlainText>Maple Valley, WA 98038<o:p></o:p></p><p class=MsoPlainText>Email: <a href="mailto:peter@torresharoldson.com%3cmailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com<mailto:peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Facebook: fb.me/torresharoldson<<a href="https://fb.me/torresharoldson"><span style='color:#17365D;text-decoration:none'>https://fb.me/torresharoldson</span></a>><o:p></o:p></p><p class=MsoPlainText>Phone: 425.458.3170<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText>CLIENT ADVISORY: If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.<o:p></o:p></p><p class=MsoPlainText>IRS CIRCULAR 230 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/attachment.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/attachment.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: LLC Agreement (family cabin).doc<o:p></o:p></p><p class=MsoPlainText>Type: application/msword<o:p></o:p></p><p class=MsoPlainText>Size: 90112 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: LLC Agreement (family cabin).doc<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/LLCAgreementfamilycabin.doc"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/LLCAgreementfamilycabin.doc</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: Vacation Land LLC.doc<o:p></o:p></p><p class=MsoPlainText>Type: application/msword<o:p></o:p></p><p class=MsoPlainText>Size: 136192 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: Vacation Land LLC.doc<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/VacationLandLLC.doc"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/VacationLandLLC.doc</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________<o:p></o:p></p><p class=MsoPlainText>WSBAPT mailing list<o:p></o:p></p><p class=MsoPlainText><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>WSBAPT@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>End of WSBAPT Digest, Vol 78, Issue 18<o:p></o:p></p><p class=MsoPlainText>**************************************<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 2<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 21:12:32 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Kristi L. Richards" <<a href="mailto:kristi@nwelg.com"><span style='color:#17365D;text-decoration:none'>kristi@nwelg.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MWHPR10MB1920EC5EA89B65DA98BCFF0BDC6C9@MWHPR10MB1920.namprd10.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MWHPR10MB1920EC5EA89B65DA98BCFF0BDC6C9@MWHPR10MB1920.namprd10.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="koi8-r"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I agree. Laura Keonig is great!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Kristi L. Richards<o:p></o:p></p><p class=MsoPlainText>Attorney<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Northwest Elder Law Group<o:p></o:p></p><p class=MsoPlainText>2150 N. 107th Street, Suite 501<o:p></o:p></p><p class=MsoPlainText>Seattle, WA 98133<o:p></o:p></p><p class=MsoPlainText>PH: (206) 937-6102, ext. 5<o:p></o:p></p><p class=MsoPlainText>FX: (206) 866-7002<o:p></o:p></p><p class=MsoPlainText><a href="http://www.nwelg.com"><span style='color:#17365D;text-decoration:none'>www.nwelg.com</span></a><o:p></o:p></p><p class=MsoPlainText>Pronouns: she/her/hers<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Providing Services in Elder Law<o:p></o:p></p><p class=MsoPlainText>?<o:p></o:p></p><p class=MsoPlainText>CONFIDENTIALITY NOTICE: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information protected by law. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-----Original Message-----<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Jennifer Gellner<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 1:59 PM<o:p></o:p></p><p class=MsoPlainText>To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I've worked with Laura Koenig at Shannon and Associates - very good!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Jennifer A. Gellner, LL.M. <o:p></o:p></p><p class=MsoPlainText>Principal, Gellner Law Group<o:p></o:p></p><p class=MsoPlainText>P: (425) 235-5535 ? Toll-Free: (877) 252-0738<o:p></o:p></p><p class=MsoPlainText>E: <a href="mailto:jennifer@gellnerlawgroup.com"><span style='color:#17365D;text-decoration:none'>jennifer@gellnerlawgroup.com</span></a><o:p></o:p></p><p class=MsoPlainText>8407 S. 259th St. Suite 203, Kent, WA 98030<o:p></o:p></p><p class=MsoPlainText>505 W. Riverside Ave., Suite 500, Spokane, WA 99201<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE:? The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections.? If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message.? Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>CLIENT ADVISORY:? A spam filter is in use in our IT system.? If you have not received a reply to an e-mail message within 48 hours, please call or leave a voice message for me.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-----Original Message-----<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of <a href="mailto:wsbapt-request@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-request@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 1:28 PM<o:p></o:p></p><p class=MsoPlainText>To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Subject: WSBAPT Digest, Vol 78, Issue 18<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Send WSBAPT mailing list submissions to<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>To subscribe or unsubscribe via the World Wide Web, visit<o:p></o:p></p><p class=MsoPlainText> <a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p><p class=MsoPlainText>or, via email, send a message with subject or body 'help' to<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt-request@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-request@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>You can reach the person managing the list at<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt-owner@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-owner@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>When replying, please edit your Subject line so it is more specific than "Re: Contents of WSBAPT digest..."<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Today's Topics:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText> 1. Re: CPA for Estate Taxes in/around Auburn (Dalynne Singleton)<o:p></o:p></p><p class=MsoPlainText> 2. Re: CPA for Estate Taxes in/around Auburn (Lewis, Amy C.)<o:p></o:p></p><p class=MsoPlainText> 3. Cottage LLC agreement (Peter D. Haroldson)<o:p></o:p></p><p class=MsoPlainText> 4. Re: Cottage LLC agreement (Bryce Dille)<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>----------------------------------------------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 1<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 19:20:46 +0000<o:p></o:p></p><p class=MsoPlainText>From: Dalynne Singleton <<a href="mailto:dalynne@glgmail.com"><span style='color:#17365D;text-decoration:none'>dalynne@glgmail.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MWHPR12MB1504F2CC9F6D7A369AA45173A56C9@MWHPR12MB1504.namprd12.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MWHPR12MB1504F2CC9F6D7A369AA45173A56C9@MWHPR12MB1504.namprd12.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="windows-1252"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I like Bauer Evan?s and they have bellevue office.<o:p></o:p></p><p class=MsoPlainText>Dalynne Singleton<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Get Outlook for iOS<<a href="https://aka.ms/o0ukef"><span style='color:#17365D;text-decoration:none'>https://aka.ms/o0ukef</span></a>> ________________________________<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> on behalf of Inge Fordham <<a href="mailto:inge@fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>inge@fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 11:58:20 AM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Looking for referrals to a CPA experienced in estate taxes in the Auburn area (or as close as possible).<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thank you in advance!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Inge A. Fordham | Attorney<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Fordham Law, PLLC<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>3218 Sixth Avenue | Tacoma, WA 98406<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Office: (253) 348-2657 | Mobile: (206) 778-3131<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><a href="http://www.fordhamlegal.com%3chttp:/www.fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>www.fordhamlegal.com<http://www.fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image001.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 358106 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image001.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/image001-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/image001-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 2<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 19:41:41 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Lewis, Amy C." <<a href="mailto:ALewis@Eisenhowerlaw.com"><span style='color:#17365D;text-decoration:none'>ALewis@Eisenhowerlaw.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MW2PR18MB2265BA2560A3B7CF6DDB4474D96C9@MW2PR18MB2265.namprd18.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MW2PR18MB2265BA2560A3B7CF6DDB4474D96C9@MW2PR18MB2265.namprd18.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="utf-8"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Lisa Clark, CPA<o:p></o:p></p><p class=MsoPlainText><a href="mailto:lisa@fb-cpa.com%3cmailto:lisa@fb-cpa.com"><span style='color:#17365D;text-decoration:none'>lisa@fb-cpa.com<mailto:lisa@fb-cpa.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Catherine Budinger, CPA, MAcc<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><a href="mailto:catherine@fb-cpa.com%3cmailto:catherine@fb-cpa.com"><span style='color:#17365D;text-decoration:none'>catherine@fb-cpa.com<mailto:catherine@fb-cpa.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>FBCPA Group PS, Inc.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PO Box 490<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Auburn, WA 98071<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>(P) 253-833-5304 | (F) 253-833-0175<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Amy Lewis, Attorney<o:p></o:p></p><p class=MsoPlainText>Pronouns she/her/hers<o:p></o:p></p><p class=MsoPlainText>[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>909 A Street, Suite 600 | Tacoma, WA 98402 WE HAVE MOVED! As of 1/1/21 we will be at: 909 A Street, Suite 600, Tacoma, WA 98402 phone 253.572.4500 | fax 253.272.5732 | <a href="http://www.eisenhowerlaw.com%3chttp:/www.eisenhowerlaw.com/"><span style='color:#17365D;text-decoration:none'>www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/</span></a>><o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Inge Fordham<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 11:58 AM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Looking for referrals to a CPA experienced in estate taxes in the Auburn area (or as close as possible).<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thank you in advance!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>[<a href="cid:image003.png@01D71998.8C0E74C0"><span style='color:#17365D;text-decoration:none'>cid:image003.png@01D71998.8C0E74C0</span></a>]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Inge A. Fordham | Attorney<o:p></o:p></p><p class=MsoPlainText>Fordham Law, PLLC<o:p></o:p></p><p class=MsoPlainText>3218 Sixth Avenue | Tacoma, WA 98406<o:p></o:p></p><p class=MsoPlainText>Office: (253) 348-2657 | Mobile: (206) 778-3131 <a href="http://www.fordhamlegal.com%3chttp:/www.fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>www.fordhamlegal.com<http://www.fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.<o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image003.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 41396 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image003.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/image003-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/image003-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 22687 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 3<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 20:00:16 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Peter D. Haroldson" <<a href="mailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: "<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MWHPR22MB092619B95B424541ACD717A5A06C9@MWHPR22MB0926.namprd22.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MWHPR22MB092619B95B424541ACD717A5A06C9@MWHPR22MB0926.namprd22.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Dear Colleagues:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I have a client who owns a vacation property in WA with family members. They all get along (now) and wish to place the property into an LLC and delineate ownership interests, buy/sell provisions, maintenance costs, and the like.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Does anyone have a model agreement I could use and modify as necessary?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks, Peter<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Torres & Haroldson, PLLC<o:p></o:p></p><p class=MsoPlainText>PO BOX 530<o:p></o:p></p><p class=MsoPlainText>Maple Valley, WA 98038<o:p></o:p></p><p class=MsoPlainText>Email: <a href="mailto:peter@torresharoldson.com%3cmailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com<mailto:peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Facebook: fb.me/torresharoldson<<a href="https://fb.me/torresharoldson"><span style='color:#17365D;text-decoration:none'>https://fb.me/torresharoldson</span></a>><o:p></o:p></p><p class=MsoPlainText>Phone: 425.458.3170<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText>CLIENT ADVISORY: If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.<o:p></o:p></p><p class=MsoPlainText>IRS CIRCULAR 230 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/46a267fb/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/46a267fb/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 4<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 20:27:31 +0000<o:p></o:p></p><p class=MsoPlainText>From: Bryce Dille <<a href="mailto:Bryce@dillelaw.com"><span style='color:#17365D;text-decoration:none'>Bryce@dillelaw.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MW3PR11MB4588AD50191BE34F4BA59D30C86C9@MW3PR11MB4588.namprd11.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MW3PR11MB4588AD50191BE34F4BA59D30C86C9@MW3PR11MB4588.namprd11.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter here are two forms that may assist you that we have used modifying them as the circumstances didtate.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Bryce H. Dille<o:p></o:p></p><p class=MsoPlainText>Dille Law, PLLC<o:p></o:p></p><p class=MsoPlainText>2010 Caton Way SW Ste. 101<o:p></o:p></p><p class=MsoPlainText>Olympia, WA 98502<o:p></o:p></p><p class=MsoPlainText>Office: 360-350-0270<o:p></o:p></p><p class=MsoPlainText>Cell: 253-579-5561<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>** Please note that I use the dictation feature of my iPhone and that sometimes everything I say does not get properly translated**<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s). If this matter is transmitted to you in error, please notify the sender immediately.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Business Entity Creation and Management, Business, Government and Tax Law, Real Estate and Land Use, Residential, Commercial and Condominium Development Real Estate and Commercial Transactions & Closings, Including Performing Services as IRS Section 1031 Exchange Facilitator Estate Planning, including Wills and Trusts, and Probate Administration Representation Homeowners/Condominium Association Real Estate Developments Real Property Foreclosures and Forfeitures.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 1:00 PM<o:p></o:p></p><p class=MsoPlainText>To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Dear Colleagues:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I have a client who owns a vacation property in WA with family members. They all get along (now) and wish to place the property into an LLC and delineate ownership interests, buy/sell provisions, maintenance costs, and the like.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Does anyone have a model agreement I could use and modify as necessary?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks, Peter<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Torres & Haroldson, PLLC<o:p></o:p></p><p class=MsoPlainText>PO BOX 530<o:p></o:p></p><p class=MsoPlainText>Maple Valley, WA 98038<o:p></o:p></p><p class=MsoPlainText>Email: <a href="mailto:peter@torresharoldson.com%3cmailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com<mailto:peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Facebook: fb.me/torresharoldson<<a href="https://fb.me/torresharoldson"><span style='color:#17365D;text-decoration:none'>https://fb.me/torresharoldson</span></a>><o:p></o:p></p><p class=MsoPlainText>Phone: 425.458.3170<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText>CLIENT ADVISORY: If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.<o:p></o:p></p><p class=MsoPlainText>IRS CIRCULAR 230 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/attachment.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/attachment.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: LLC Agreement (family cabin).doc<o:p></o:p></p><p class=MsoPlainText>Type: application/msword<o:p></o:p></p><p class=MsoPlainText>Size: 90112 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: LLC Agreement (family cabin).doc<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/LLCAgreementfamilycabin.doc"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/LLCAgreementfamilycabin.doc</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: Vacation Land LLC.doc<o:p></o:p></p><p class=MsoPlainText>Type: application/msword<o:p></o:p></p><p class=MsoPlainText>Size: 136192 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: Vacation Land LLC.doc<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/VacationLandLLC.doc"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/VacationLandLLC.doc</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________<o:p></o:p></p><p class=MsoPlainText>WSBAPT mailing list<o:p></o:p></p><p class=MsoPlainText><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>WSBAPT@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>End of WSBAPT Digest, Vol 78, Issue 18<o:p></o:p></p><p class=MsoPlainText>**************************************<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________<o:p></o:p></p><p class=MsoPlainText>WSBAPT mailing list<o:p></o:p></p><p class=MsoPlainText><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>WSBAPT@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 3<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 21:25:32 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Sarah J. Dion" <<a href="mailto:SDion@skellengerbender.com"><span style='color:#17365D;text-decoration:none'>SDion@skellengerbender.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MW3PR13MB3947A23736AB6452ACA6C9C1D66C9@MW3PR13MB3947.namprd13.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MW3PR13MB3947A23736AB6452ACA6C9C1D66C9@MW3PR13MB3947.namprd13.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset=KOI8-R<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Another vote in favor of Laura Koenig! <o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Sarah Jael Dion<o:p></o:p></p><p class=MsoPlainText>PRINCIPAL<o:p></o:p></p><p class=MsoPlainText>skellenger bender<o:p></o:p></p><p class=MsoPlainText>TRUST AND ESTATE PRACTICE<o:p></o:p></p><p class=MsoPlainText>ESTATE PLANNING | PROBATE <o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PHONE 206.623.6501 | FAX 206.447.1973 <o:p></o:p></p><p class=MsoPlainText><a href="mailto:sdion@skellengerbender.com"><span style='color:#17365D;text-decoration:none'>sdion@skellengerbender.com</span></a> |www.skellengerbender.com<o:p></o:p></p><p class=MsoPlainText>1301 Fifth Ave., Suite 3401 | Seattle, WA 98101 <o:p></o:p></p><p class=MsoPlainText>Pronouns: she/her<o:p></o:p></p><p class=MsoPlainText>NOTICE:? This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. ?This communication is intended solely for the use of the individual(s) named above.? If you are not one of the intended addresses or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited.? In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. ?If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-----Original Message-----<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Kristi L. Richards<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 2:13 PM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>________________________________<o:p></o:p></p><p class=MsoPlainText>CAUTION: This email was sent from an external sender.<o:p></o:p></p><p class=MsoPlainText>________________________________<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I agree. Laura Keonig is great!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Kristi L. Richards<o:p></o:p></p><p class=MsoPlainText>Attorney<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Northwest Elder Law Group<o:p></o:p></p><p class=MsoPlainText>2150 N. 107th Street, Suite 501<o:p></o:p></p><p class=MsoPlainText>Seattle, WA 98133<o:p></o:p></p><p class=MsoPlainText>PH: (206) 937-6102, ext. 5<o:p></o:p></p><p class=MsoPlainText>FX: (206) 866-7002<o:p></o:p></p><p class=MsoPlainText><a href="http://www.nwelg.com"><span style='color:#17365D;text-decoration:none'>www.nwelg.com</span></a><o:p></o:p></p><p class=MsoPlainText>Pronouns: she/her/hers<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Providing Services in Elder Law<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>CONFIDENTIALITY NOTICE: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information protected by law. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-----Original Message-----<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Jennifer Gellner<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 1:59 PM<o:p></o:p></p><p class=MsoPlainText>To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I've worked with Laura Koenig at Shannon and Associates - very good!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Jennifer A. Gellner, LL.M.<o:p></o:p></p><p class=MsoPlainText>Principal, Gellner Law Group<o:p></o:p></p><p class=MsoPlainText>P: (425) 235-5535 ? Toll-Free: (877) 252-0738<o:p></o:p></p><p class=MsoPlainText>E: <a href="mailto:jennifer@gellnerlawgroup.com"><span style='color:#17365D;text-decoration:none'>jennifer@gellnerlawgroup.com</span></a><o:p></o:p></p><p class=MsoPlainText>8407 S. 259th St. Suite 203, Kent, WA 98030<o:p></o:p></p><p class=MsoPlainText>505 W. Riverside Ave., Suite 500, Spokane, WA 99201<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>CLIENT ADVISORY: A spam filter is in use in our IT system. If you have not received a reply to an e-mail message within 48 hours, please call or leave a voice message for me.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-----Original Message-----<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of <a href="mailto:wsbapt-request@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-request@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 1:28 PM<o:p></o:p></p><p class=MsoPlainText>To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Subject: WSBAPT Digest, Vol 78, Issue 18<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Send WSBAPT mailing list submissions to<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>To subscribe or unsubscribe via the World Wide Web, visit<o:p></o:p></p><p class=MsoPlainText> <a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p><p class=MsoPlainText>or, via email, send a message with subject or body 'help' to<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt-request@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-request@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>You can reach the person managing the list at<o:p></o:p></p><p class=MsoPlainText> <a href="mailto:wsbapt-owner@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-owner@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>When replying, please edit your Subject line so it is more specific than "Re: Contents of WSBAPT digest..."<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Today's Topics:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText> 1. Re: CPA for Estate Taxes in/around Auburn (Dalynne Singleton)<o:p></o:p></p><p class=MsoPlainText> 2. Re: CPA for Estate Taxes in/around Auburn (Lewis, Amy C.)<o:p></o:p></p><p class=MsoPlainText> 3. Cottage LLC agreement (Peter D. Haroldson)<o:p></o:p></p><p class=MsoPlainText> 4. Re: Cottage LLC agreement (Bryce Dille)<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>----------------------------------------------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 1<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 19:20:46 +0000<o:p></o:p></p><p class=MsoPlainText>From: Dalynne Singleton <<a href="mailto:dalynne@glgmail.com"><span style='color:#17365D;text-decoration:none'>dalynne@glgmail.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MWHPR12MB1504F2CC9F6D7A369AA45173A56C9@MWHPR12MB1504.namprd12.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MWHPR12MB1504F2CC9F6D7A369AA45173A56C9@MWHPR12MB1504.namprd12.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="windows-1252"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I like Bauer Evan?s and they have bellevue office.<o:p></o:p></p><p class=MsoPlainText>Dalynne Singleton<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Get Outlook for iOS<<a href="https://aka.ms/o0ukef"><span style='color:#17365D;text-decoration:none'>https://aka.ms/o0ukef</span></a>> ________________________________<o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> on behalf of Inge Fordham <<a href="mailto:inge@fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>inge@fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 11:58:20 AM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Looking for referrals to a CPA experienced in estate taxes in the Auburn area (or as close as possible).<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thank you in advance!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Inge A. Fordham | Attorney<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Fordham Law, PLLC<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>3218 Sixth Avenue | Tacoma, WA 98406<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Office: (253) 348-2657 | Mobile: (206) 778-3131<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><a href="http://www.fordhamlegal.com%3chttp:/www.fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>www.fordhamlegal.com<http://www.fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image001.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 358106 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image001.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/image001-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/d1129677/image001-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 2<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 19:41:41 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Lewis, Amy C." <<a href="mailto:ALewis@Eisenhowerlaw.com"><span style='color:#17365D;text-decoration:none'>ALewis@Eisenhowerlaw.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MW2PR18MB2265BA2560A3B7CF6DDB4474D96C9@MW2PR18MB2265.namprd18.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MW2PR18MB2265BA2560A3B7CF6DDB4474D96C9@MW2PR18MB2265.namprd18.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="utf-8"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Lisa Clark, CPA<o:p></o:p></p><p class=MsoPlainText><a href="mailto:lisa@fb-cpa.com%3cmailto:lisa@fb-cpa.com"><span style='color:#17365D;text-decoration:none'>lisa@fb-cpa.com<mailto:lisa@fb-cpa.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Catherine Budinger, CPA, MAcc<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><a href="mailto:catherine@fb-cpa.com%3cmailto:catherine@fb-cpa.com"><span style='color:#17365D;text-decoration:none'>catherine@fb-cpa.com<mailto:catherine@fb-cpa.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>FBCPA Group PS, Inc.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PO Box 490<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Auburn, WA 98071<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>(P) 253-833-5304 | (F) 253-833-0175<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Amy Lewis, Attorney<o:p></o:p></p><p class=MsoPlainText>Pronouns she/her/hers<o:p></o:p></p><p class=MsoPlainText>[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>909 A Street, Suite 600 | Tacoma, WA 98402 WE HAVE MOVED! As of 1/1/21 we will be at: 909 A Street, Suite 600, Tacoma, WA 98402 phone 253.572.4500 | fax 253.272.5732 | <a href="http://www.eisenhowerlaw.com%3chttp:/www.eisenhowerlaw.com/"><span style='color:#17365D;text-decoration:none'>www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/</span></a>><o:p></o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Inge Fordham<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 11:58 AM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] CPA for Estate Taxes in/around Auburn<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Looking for referrals to a CPA experienced in estate taxes in the Auburn area (or as close as possible).<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thank you in advance!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>[<a href="cid:image003.png@01D71998.8C0E74C0"><span style='color:#17365D;text-decoration:none'>cid:image003.png@01D71998.8C0E74C0</span></a>]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Inge A. Fordham | Attorney<o:p></o:p></p><p class=MsoPlainText>Fordham Law, PLLC<o:p></o:p></p><p class=MsoPlainText>3218 Sixth Avenue | Tacoma, WA 98406<o:p></o:p></p><p class=MsoPlainText>Office: (253) 348-2657 | Mobile: (206) 778-3131 <a href="http://www.fordhamlegal.com%3chttp:/www.fordhamlegal.com"><span style='color:#17365D;text-decoration:none'>www.fordhamlegal.com<http://www.fordhamlegal.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.<o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image003.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 41396 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image003.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/image003-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/image003-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 22687 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98-0001.png"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3c8423e5/Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98-0001.png</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 3<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 20:00:16 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Peter D. Haroldson" <<a href="mailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: "<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MWHPR22MB092619B95B424541ACD717A5A06C9@MWHPR22MB0926.namprd22.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MWHPR22MB092619B95B424541ACD717A5A06C9@MWHPR22MB0926.namprd22.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Dear Colleagues:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I have a client who owns a vacation property in WA with family members. They all get along (now) and wish to place the property into an LLC and delineate ownership interests, buy/sell provisions, maintenance costs, and the like.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Does anyone have a model agreement I could use and modify as necessary?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks, Peter<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Torres & Haroldson, PLLC<o:p></o:p></p><p class=MsoPlainText>PO BOX 530<o:p></o:p></p><p class=MsoPlainText>Maple Valley, WA 98038<o:p></o:p></p><p class=MsoPlainText>Email: <a href="mailto:peter@torresharoldson.com%3cmailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com<mailto:peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Facebook: fb.me/torresharoldson<<a href="https://fb.me/torresharoldson"><span style='color:#17365D;text-decoration:none'>https://fb.me/torresharoldson</span></a>><o:p></o:p></p><p class=MsoPlainText>Phone: 425.458.3170<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText>CLIENT ADVISORY: If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.<o:p></o:p></p><p class=MsoPlainText>IRS CIRCULAR 230 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/46a267fb/attachment-0001.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/46a267fb/attachment-0001.html</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 4<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 20:27:31 +0000<o:p></o:p></p><p class=MsoPlainText>From: Bryce Dille <<a href="mailto:Bryce@dillelaw.com"><span style='color:#17365D;text-decoration:none'>Bryce@dillelaw.com</span></a>><o:p></o:p></p><p class=MsoPlainText>To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <<a href="mailto:MW3PR11MB4588AD50191BE34F4BA59D30C86C9@MW3PR11MB4588.namprd11.prod.outlook.com"><span style='color:#17365D;text-decoration:none'>MW3PR11MB4588AD50191BE34F4BA59D30C86C9@MW3PR11MB4588.namprd11.prod.outlook.com</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter here are two forms that may assist you that we have used modifying them as the circumstances didtate.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Bryce H. Dille<o:p></o:p></p><p class=MsoPlainText>Dille Law, PLLC<o:p></o:p></p><p class=MsoPlainText>2010 Caton Way SW Ste. 101<o:p></o:p></p><p class=MsoPlainText>Olympia, WA 98502<o:p></o:p></p><p class=MsoPlainText>Office: 360-350-0270<o:p></o:p></p><p class=MsoPlainText>Cell: 253-579-5561<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>** Please note that I use the dictation feature of my iPhone and that sometimes everything I say does not get properly translated**<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s). If this matter is transmitted to you in error, please notify the sender immediately.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Business Entity Creation and Management, Business, Government and Tax Law, Real Estate and Land Use, Residential, Commercial and Condominium Development Real Estate and Commercial Transactions & Closings, Including Performing Services as IRS Section 1031 Exchange Facilitator Estate Planning, including Wills and Trusts, and Probate Administration Representation Homeowners/Condominium Association Real Estate Developments Real Property Foreclosures and Forfeitures.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf Of Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 1:00 PM<o:p></o:p></p><p class=MsoPlainText>To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Cottage LLC agreement<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Dear Colleagues:<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I have a client who owns a vacation property in WA with family members. They all get along (now) and wish to place the property into an LLC and delineate ownership interests, buy/sell provisions, maintenance costs, and the like.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Does anyone have a model agreement I could use and modify as necessary?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks, Peter<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Peter D. Haroldson<o:p></o:p></p><p class=MsoPlainText>Torres & Haroldson, PLLC<o:p></o:p></p><p class=MsoPlainText>PO BOX 530<o:p></o:p></p><p class=MsoPlainText>Maple Valley, WA 98038<o:p></o:p></p><p class=MsoPlainText>Email: <a href="mailto:peter@torresharoldson.com%3cmailto:peter@torresharoldson.com"><span style='color:#17365D;text-decoration:none'>peter@torresharoldson.com<mailto:peter@torresharoldson.com</span></a>><o:p></o:p></p><p class=MsoPlainText>Facebook: fb.me/torresharoldson<<a href="https://fb.me/torresharoldson"><span style='color:#17365D;text-decoration:none'>https://fb.me/torresharoldson</span></a>><o:p></o:p></p><p class=MsoPlainText>Phone: 425.458.3170<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>NOTICE: The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.<o:p></o:p></p><p class=MsoPlainText>CLIENT ADVISORY: If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.<o:p></o:p></p><p class=MsoPlainText>IRS CIRCULAR 230 DISCLAIMER: To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/attachment.html"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/attachment.html</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: LLC Agreement (family cabin).doc<o:p></o:p></p><p class=MsoPlainText>Type: application/msword<o:p></o:p></p><p class=MsoPlainText>Size: 90112 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: LLC Agreement (family cabin).doc<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/LLCAgreementfamilycabin.doc"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/LLCAgreementfamilycabin.doc</span></a>><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: Vacation Land LLC.doc<o:p></o:p></p><p class=MsoPlainText>Type: application/msword<o:p></o:p></p><p class=MsoPlainText>Size: 136192 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: Vacation Land LLC.doc<o:p></o:p></p><p class=MsoPlainText>URL: <<a href="http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/VacationLandLLC.doc"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/8f2016e2/VacationLandLLC.doc</span></a>><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________<o:p></o:p></p><p class=MsoPlainText>WSBAPT mailing list<o:p></o:p></p><p class=MsoPlainText><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style='color:#17365D;text-decoration:none'>WSBAPT@lists.wsbarppt.com</span></a><o:p></o:p></p><p class=MsoPlainText><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style='color:#17365D;text-decoration:none'>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>End of WSBAPT Digest, Vol 78, Issue 18<o:p></o:p></p><p class=MsoPlainText>**************************************<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________<o:p></o:p></p><p class=MsoPlainText>WSBAPT mailing list<o:p></o:p></p><p class=MsoPlainText>WSBAPT@lists.wsbarppt.com<o:p></o:p></p><p class=MsoPlainText>http://mailman.fsr.com/mailman/listinfo/wsbapt<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________<o:p></o:p></p><p class=MsoPlainText>WSBAPT mailing list<o:p></o:p></p><p class=MsoPlainText>WSBAPT@lists.wsbarppt.com<o:p></o:p></p><p class=MsoPlainText>http://mailman.fsr.com/mailman/listinfo/wsbapt<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 4<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 22:43:20 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Sarah J. Dion" <SDion@skellengerbender.com><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <MW3PR13MB3947F1F79A643684AC8538E0D66C9@MW3PR13MB3947.namprd13.prod.outlook.com><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="windows-1252"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Hi all-<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PC and spouse want to purchase real estate in such a way that it is difficult for anyone to determine ownership. In this situation, the privacy concern isn't paranoia-- there is a child and a no contact order with a dangerous individual, so it is critical that no one be able to search for their address using their names. They are part of a program in WA called Address Confidentiality.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>The first thing I thought of is a revocable trust with a name that does not include PCs' names, but I am wondering if ultimately, the name of the trustee/s will need to be on any documents that are recorded. Does anyone know what the limitations on this process are? Ideally, neither of their names is on any documents that are searchable.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I would also love to know if there is any way to add a layer of protection to this to make it more difficult to trace without giving up control of the trust to a third party?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks for any advice you have!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Sarah Jael Dion<o:p></o:p></p><p class=MsoPlainText>PRINCIPAL<o:p></o:p></p><p class=MsoPlainText>skellenger bender<o:p></o:p></p><p class=MsoPlainText>TRUST AND ESTATE PRACTICE<o:p></o:p></p><p class=MsoPlainText>Estate Planning | Probate<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PHONE 206.623.6501 | FAX 206.447.1973<o:p></o:p></p><p class=MsoPlainText>sdion@skellengerbender.com |<mailto:sdion@skellengerbender.com%20%7C>www.skellengerbender.com<http://www.skellengerbender.com/><o:p></o:p></p><p class=MsoPlainText>1301 Fifth Ave., Suite 3401 | Seattle, WA 98101<o:p></o:p></p><p class=MsoPlainText>Pronouns: she/her<o:p></o:p></p><p class=MsoPlainText>NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addresses or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited. In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/5bc1ba5a/attachment-0001.html><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 5<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 15:46:09 -0700<o:p></o:p></p><p class=MsoPlainText>From: "Josh Grant" <jgrant@accima.com><o:p></o:p></p><p class=MsoPlainText>To: "WSBA Probate & Trust Listserv" <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Will Filing<o:p></o:p></p><p class=MsoPlainText>Message-ID: <473F47D3296D4F34BC89A946C56BBC05@JoshPC><o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="utf-8"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>If it is community property husband has statutory right to administer??<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Joshua F. Grant<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>P. O. Box 619<o:p></o:p></p><p class=MsoPlainText>Wilbur, WA 99185<o:p></o:p></p><p class=MsoPlainText>509 647 5578<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: Amy Goertz <o:p></o:p></p><p class=MsoPlainText>Sent: Friday, March 12, 2021 8:30 AM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Will Filing<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Good morning - <o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I have a probate started in Spokane County in January as an intestate estate.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Surviving spouse (husband as of 2019) was appointed PR.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Now, the decedent?s father just found her original Will from 1998.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I am not sure what to do with the Will - here are my issues.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>1. The Will has the decedent?s social security number in it.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>2. The Will names her father as the PR.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>3. There are provisions that do not apply now due to the omitted spouse statute and other issues, such as:<o:p></o:p></p><p class=MsoPlainText>a. A superwill-type provision that says joint tenancy accounts are to be part of estate (first, the joint accounts are community and second, the joint accounts were opened after the Will (11.11.020(4); and<o:p></o:p></p><p class=MsoPlainText>b. Money for kids to be held in Trust until age 30 (kids are over 30);<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>What are your thoughts?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Amy J. Goertz, J.D.<o:p></o:p></p><p class=MsoPlainText>Goertz & Lambrecht PLLC<o:p></o:p></p><p class=MsoPlainText>amyjgoertz@icloud.com <o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>1.888.926.2607 phone<o:p></o:p></p><p class=MsoPlainText>1.877.684.1627 fax<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Address for correspondence:<o:p></o:p></p><p class=MsoPlainText>2829 S. Grand Blvd., Suite 303<o:p></o:p></p><p class=MsoPlainText>Spokane, WA 99203 <o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Additional office locations:<o:p></o:p></p><p class=MsoPlainText>510 Bell Street<o:p></o:p></p><p class=MsoPlainText>Edmonds, WA 98020<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Goertz & Lambrecht PLLC<o:p></o:p></p><p class=MsoPlainText>www.goertzlambrecht.com<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>--------------------------------------------------------------------------------<o:p></o:p></p><p class=MsoPlainText>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<o:p></o:p></p><p class=MsoPlainText>_______________________________________________<o:p></o:p></p><p class=MsoPlainText>WSBAPT mailing list<o:p></o:p></p><p class=MsoPlainText>WSBAPT@lists.wsbarppt.com<o:p></o:p></p><p class=MsoPlainText>http://mailman.fsr.com/mailman/listinfo/wsbapt<o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/5b0985dc/attachment-0001.html><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: advocates[3].png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 7674 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: not available<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/5b0985dc/advocates3-0001.png><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: mail.gif<o:p></o:p></p><p class=MsoPlainText>Type: image/gif<o:p></o:p></p><p class=MsoPlainText>Size: 15153 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: not available<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/5b0985dc/mail-0001.gif><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 6<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 22:54:06 +0000<o:p></o:p></p><p class=MsoPlainText>From: Steven Matyas <smatyas@curranfirm.com><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Korean-Speaking Estate Planning Attorney<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <MWHPR11MB1469ABDB81A4F419B3507436DC6C9@MWHPR11MB1469.namprd11.prod.outlook.com><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Listmates,<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Looking for a referral for a Korean-speaking estate planning attorney. Preferably in South King County, but will pass along all those received.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thank you in advance,<o:p></o:p></p><p class=MsoPlainText>Steven Matyas<o:p></o:p></p><p class=MsoPlainText>CURRAN LAW FIRM<o:p></o:p></p><p class=MsoPlainText>555 West Smith Street<o:p></o:p></p><p class=MsoPlainText>Kent, WA 98032<o:p></o:p></p><p class=MsoPlainText>Main: 253 852 2345<o:p></o:p></p><p class=MsoPlainText>Fax: 253 852 2030<o:p></o:p></p><p class=MsoPlainText>CONFIDENTIALITY NOTICE: The information contained in this ELECTRONIC MAIL transmission is confidential. It may also be subject to the attorney-client privilege or be privileged work product or proprietary information. This information is intended for the exclusive use of the addressee(s). If you are not the intended recipient, you are hereby notified that any use, disclosure, dissemination, distribution (other than to the addressee(s)), copying or taking of any action because of this information is strictly prohibited.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/06292d1b/attachment-0001.html><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 7<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 22:59:31 +0000<o:p></o:p></p><p class=MsoPlainText>From: Inge Fordham <inge@fordhamlegal.com><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Will Filing<o:p></o:p></p><p class=MsoPlainText>Message-ID: <95B0B8A9-04E8-42F9-9EBB-1F1E215F8584@fordhamlegal.com><o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="utf-8"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Only for the first 40 days after DOD (unless waived).<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<o:p></o:p></p><p class=MsoPlainText>Inge A. Fordham | Attorney<o:p></o:p></p><p class=MsoPlainText>Fordham Law, PLLC<o:p></o:p></p><p class=MsoPlainText>3218 Sixth Avenue | Tacoma, WA 98406<o:p></o:p></p><p class=MsoPlainText>Office: (253) 348-2657 | Mobile: (206) 778-3131<o:p></o:p></p><p class=MsoPlainText>www.fordhamlegal.com<http://www.fordhamlegal.com><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: <wsbapt-bounces@lists.wsbarppt.com> on behalf of Josh Grant <jgrant@accima.com><o:p></o:p></p><p class=MsoPlainText>Reply-To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Date: Monday, March 15, 2021 at 3:49 PM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Will Filing<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>If it is community property husband has statutory right to administer??<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Joshua F. Grant<o:p></o:p></p><p class=MsoPlainText>[advocates]<o:p></o:p></p><p class=MsoPlainText>P. O. Box 619<o:p></o:p></p><p class=MsoPlainText>Wilbur, WA 99185<o:p></o:p></p><p class=MsoPlainText>509 647 5578<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: Amy Goertz<o:p></o:p></p><p class=MsoPlainText>Sent: Friday, March 12, 2021 8:30 AM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv<o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Will Filing<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Good morning -<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I have a probate started in Spokane County in January as an intestate estate.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Surviving spouse (husband as of 2019) was appointed PR.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Now, the decedent?s father just found her original Will from 1998.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I am not sure what to do with the Will - here are my issues.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>1. The Will has the decedent?s social security number in it.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>2. The Will names her father as the PR.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>3. There are provisions that do not apply now due to the omitted spouse statute and other issues, such as:<o:p></o:p></p><p class=MsoPlainText>a. A superwill-type provision that says joint tenancy accounts are to be part of estate (first, the joint accounts are community and second, the joint accounts were opened after the Will (11.11.020(4); and<o:p></o:p></p><p class=MsoPlainText>b. Money for kids to be held in Trust until age 30 (kids are over 30);<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>What are your thoughts?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>[cid:image003.gif@01D719B4.2E814370]<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Amy J. Goertz, J.D.<o:p></o:p></p><p class=MsoPlainText>Goertz & Lambrecht PLLC<o:p></o:p></p><p class=MsoPlainText>amyjgoertz@icloud.com<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>1.888.926.2607 phone<o:p></o:p></p><p class=MsoPlainText>1.877.684.1627 fax<o:p></o:p></p><p class=MsoPlainText>Address for correspondence:<o:p></o:p></p><p class=MsoPlainText>2829 S. Grand Blvd., Suite 303<o:p></o:p></p><p class=MsoPlainText>Spokane, WA 99203<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Additional office locations:<o:p></o:p></p><p class=MsoPlainText>510 Bell Street<o:p></o:p></p><p class=MsoPlainText>Edmonds, WA 98020<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Goertz & Lambrecht PLLC<o:p></o:p></p><p class=MsoPlainText>www.goertzlambrecht.com<http://www.goertzlambrecht.com/><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>________________________________<o:p></o:p></p><p class=MsoPlainText>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<o:p></o:p></p><p class=MsoPlainText>_______________________________________________<o:p></o:p></p><p class=MsoPlainText>WSBAPT mailing list<o:p></o:p></p><p class=MsoPlainText>WSBAPT@lists.wsbarppt.com<o:p></o:p></p><p class=MsoPlainText>http://mailman.fsr.com/mailman/listinfo/wsbapt<o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/e09d01c8/attachment-0001.html><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image001.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 358106 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image001.png<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/e09d01c8/image001-0001.png><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image002.png<o:p></o:p></p><p class=MsoPlainText>Type: image/png<o:p></o:p></p><p class=MsoPlainText>Size: 7675 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image002.png<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/e09d01c8/image002-0001.png><o:p></o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>A non-text attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>Name: image003.gif<o:p></o:p></p><p class=MsoPlainText>Type: image/gif<o:p></o:p></p><p class=MsoPlainText>Size: 15154 bytes<o:p></o:p></p><p class=MsoPlainText>Desc: image003.gif<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/e09d01c8/image003-0001.gif><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 8<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 23:18:52 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Philip N. Jones" <pjones@duffykekel.com><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Purchasing property so it is hard to trace<o:p></o:p></p><p class=MsoPlainText> ownership<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <MWHPR02MB2415972EE539359F4766DA70BC6C9@MWHPR02MB2415.namprd02.prod.outlook.com><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>You might consider an LLC with their attorney as the sole manager. A trust could also be used with their attorney or some other person as the trustee. But I do not know of any way to set up such an arrangement without involving a third party.<o:p></o:p></p><p class=MsoPlainText>Phil Jones<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Philip N. Jones<o:p></o:p></p><p class=MsoPlainText>Duffy Kekel LLP<o:p></o:p></p><p class=MsoPlainText>900 S.W. Fifth Ave. Suite 2500<o:p></o:p></p><p class=MsoPlainText>Portland, OR 97204<o:p></o:p></p><p class=MsoPlainText>pjones@duffykekel.com<mailto:pjones@duffykekel.com><o:p></o:p></p><p class=MsoPlainText>(503) 226-1371 - office<o:p></o:p></p><p class=MsoPlainText>(503) 853-1482 - cell<o:p></o:p></p><p class=MsoPlainText>(503) 226-3574 - fax<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Sarah J. Dion<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 3:43 PM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Hi all-<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PC and spouse want to purchase real estate in such a way that it is difficult for anyone to determine ownership. In this situation, the privacy concern isn't paranoia-- there is a child and a no contact order with a dangerous individual, so it is critical that no one be able to search for their address using their names. They are part of a program in WA called Address Confidentiality.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>The first thing I thought of is a revocable trust with a name that does not include PCs' names, but I am wondering if ultimately, the name of the trustee/s will need to be on any documents that are recorded. Does anyone know what the limitations on this process are? Ideally, neither of their names is on any documents that are searchable.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I would also love to know if there is any way to add a layer of protection to this to make it more difficult to trace without giving up control of the trust to a third party?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks for any advice you have!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Sarah Jael Dion<o:p></o:p></p><p class=MsoPlainText>PRINCIPAL<o:p></o:p></p><p class=MsoPlainText>skellenger bender<o:p></o:p></p><p class=MsoPlainText>TRUST AND ESTATE PRACTICE<o:p></o:p></p><p class=MsoPlainText>Estate Planning | Probate<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PHONE 206.623.6501 | FAX 206.447.1973<o:p></o:p></p><p class=MsoPlainText>sdion@skellengerbender.com |<mailto:sdion@skellengerbender.com%20%7C>www.skellengerbender.com<http://www.skellengerbender.com/><o:p></o:p></p><p class=MsoPlainText>1301 Fifth Ave., Suite 3401 | Seattle, WA 98101<o:p></o:p></p><p class=MsoPlainText>Pronouns: she/her<o:p></o:p></p><p class=MsoPlainText>NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addresses or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited. In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/6f5f8771/attachment-0001.html><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 9<o:p></o:p></p><p class=MsoPlainText>Date: Mon, 15 Mar 2021 23:47:02 +0000<o:p></o:p></p><p class=MsoPlainText>From: Mark Reinhardt <MReinhardt@rehberglaw.com><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Purchasing property so it is hard to trace<o:p></o:p></p><p class=MsoPlainText> ownership<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <AF4A7AC54043C9459553A88069436167BB87CE3A@RLG-SERVER01.rlg.local><o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>The trustee's name on the real property deeds tends to be the problem. I have had trust with a generic name and have a temporary trustee serve long enough to have the QCD filed, then resign in favor of the trustors.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Important Dates and Office Closure Information<o:p></o:p></p><p class=MsoPlainText>Due to The World Health Organization declaring COVID-19 a global pandemic and our local governments enacting stricter measures, Rehberg Law Group has put in place an interim Work Remotely policy for our attorneys and staff. The office will remain open during regular business hours; however, there will be limited staff in the office during this time. We sincerely appreciate your patience as we all navigate through this unprecedented situation together.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>***When responding to this email, please reply all***<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Kind regards,<o:p></o:p></p><p class=MsoPlainText>Mark A. Reinhardt<o:p></o:p></p><p class=MsoPlainText>Attorney<o:p></o:p></p><p class=MsoPlainText>Rehberg Law Group, PLLC<o:p></o:p></p><p class=MsoPlainText>Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies, Partner | J. Sabrina Go, Partner |<o:p></o:p></p><p class=MsoPlainText>Grayson E. Chester | Waylon L. Poland<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Assistant - Nancy DeOrnellis | ndeornellis@rehberglaw.com<mailto:ndeornellis@rehberglaw.com><o:p></o:p></p><p class=MsoPlainText>SeaTac - (mailing address) 18000 International Blvd, Suite 550, SeaTac, WA 98188<o:p></o:p></p><p class=MsoPlainText>Bellevue - 1400 112th Ave SE, Suite 100, Bellevue, WA 98004<o:p></o:p></p><p class=MsoPlainText>Phone - 206.246.8772 ext. 333 | Toll Free 877.246.8772 | Fax 206.454.7910<o:p></o:p></p><p class=MsoPlainText>Email - mreinhardt@rehberglaw.com<mailto:mreinhardt@rehberglaw.com><o:p></o:p></p><p class=MsoPlainText>Connect - rehberglaw.com<file:///\\rlg-server02\data\Employee%20Folders\andie\ALS\Email%20Signatures\rehberglaw.com> | Facebook<https://www.facebook.com/RehbergLawGroupPLLC/> | LinkedIn<https://www.linkedin.com/company/rehberg-law-group-pllc/> | Join the Rehberg Law Group Newsletter<http://visitor.r20.constantcontact.com/d.jsp?llr=ay8zc9bab&p=oi&m=1101460729600&sit=dzioz88bb&f=46130d29-cd26-4d90-89ea-1b62cacb4ca4><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] On Behalf Of Philip N. Jones<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 4:19 PM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>You might consider an LLC with their attorney as the sole manager. A trust could also be used with their attorney or some other person as the trustee. But I do not know of any way to set up such an arrangement without involving a third party.<o:p></o:p></p><p class=MsoPlainText>Phil Jones<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Philip N. Jones<o:p></o:p></p><p class=MsoPlainText>Duffy Kekel LLP<o:p></o:p></p><p class=MsoPlainText>900 S.W. Fifth Ave. Suite 2500<o:p></o:p></p><p class=MsoPlainText>Portland, OR 97204<o:p></o:p></p><p class=MsoPlainText>pjones@duffykekel.com<mailto:pjones@duffykekel.com><o:p></o:p></p><p class=MsoPlainText>(503) 226-1371 - office<o:p></o:p></p><p class=MsoPlainText>(503) 853-1482 - cell<o:p></o:p></p><p class=MsoPlainText>(503) 226-3574 - fax<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com> <wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com>> On Behalf Of Sarah J. Dion<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 3:43 PM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Hi all-<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PC and spouse want to purchase real estate in such a way that it is difficult for anyone to determine ownership. In this situation, the privacy concern isn't paranoia-- there is a child and a no contact order with a dangerous individual, so it is critical that no one be able to search for their address using their names. They are part of a program in WA called Address Confidentiality.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>The first thing I thought of is a revocable trust with a name that does not include PCs' names, but I am wondering if ultimately, the name of the trustee/s will need to be on any documents that are recorded. Does anyone know what the limitations on this process are? Ideally, neither of their names is on any documents that are searchable.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I would also love to know if there is any way to add a layer of protection to this to make it more difficult to trace without giving up control of the trust to a third party?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks for any advice you have!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Sarah Jael Dion<o:p></o:p></p><p class=MsoPlainText>PRINCIPAL<o:p></o:p></p><p class=MsoPlainText>skellenger bender<o:p></o:p></p><p class=MsoPlainText>TRUST AND ESTATE PRACTICE<o:p></o:p></p><p class=MsoPlainText>Estate Planning | Probate<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PHONE 206.623.6501 | FAX 206.447.1973<o:p></o:p></p><p class=MsoPlainText>sdion@skellengerbender.com |<mailto:sdion@skellengerbender.com%20%7C>www.skellengerbender.com<http://www.skellengerbender.com/><o:p></o:p></p><p class=MsoPlainText>1301 Fifth Ave., Suite 3401 | Seattle, WA 98101<o:p></o:p></p><p class=MsoPlainText>Pronouns: she/her<o:p></o:p></p><p class=MsoPlainText>NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addresses or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited. In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210315/3cf051de/attachment-0001.html><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 10<o:p></o:p></p><p class=MsoPlainText>Date: Tue, 16 Mar 2021 00:03:54 +0000<o:p></o:p></p><p class=MsoPlainText>From: Jacob Menashe <jacob@hickmanmenashe.com><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] US Canadian Dual Citizen Gift Tax Implications<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <MW4PR17MB4322AA3EC3475C040DF1777AC26B9@MW4PR17MB4322.namprd17.prod.outlook.com><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I am thinking about a US-Canadian dual citizen who resides in Canada. She may make a gift of her Washington property to a Washington resident who is also a US-Canadian dual citizen though a Washington resident. I am only thinking about this from a US tax perspective.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>My take right now is: I don't think the cross border aspects change anything from a US tax perspective. In other words, my take is it's all simply as it would be if there were no Canucks involved-for instance, gift tax return required; the use of some lifetime exemption/no tax due (assuming the right facts); and a carryover basis.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Am I missing something? I will be very quick to confer with someone if it may not be as simple, from a US tax perspective, as I think it is.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks,<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Jacob<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Jacob H. Menashe<o:p></o:p></p><p class=MsoPlainText>Hickman Menashe, PS<o:p></o:p></p><p class=MsoPlainText>4211 Alderwood Mall Blvd., Suite 204<o:p></o:p></p><p class=MsoPlainText>Lynnwood, WA 98036<o:p></o:p></p><p class=MsoPlainText>(425) 744-5658 phone<o:p></o:p></p><p class=MsoPlainText>(425) 744-6078 fax<o:p></o:p></p><p class=MsoPlainText>Satellite Office in Bellevue<o:p></o:p></p><p class=MsoPlainText>www.hickmanmenashe.com<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>CONFIDENTIALITY: The contents of this message and any attachment(s) may contain confidential or privileged information. Any disclosure, copying, distribution, or unauthorized use of the contents of this message is prohibited and doing so may destroy the confidential nature of the communication. If you have received this message by mistake, please do not review, disclose, copy, or distribute the e-mail. Instead, please notify us immediately by replying to this message or telephoning us at (425) 744-5658.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>-------------- next part --------------<o:p></o:p></p><p class=MsoPlainText>An HTML attachment was scrubbed...<o:p></o:p></p><p class=MsoPlainText>URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210316/6ad62658/attachment-0001.html><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>------------------------------<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Message: 11<o:p></o:p></p><p class=MsoPlainText>Date: Tue, 16 Mar 2021 00:18:57 +0000<o:p></o:p></p><p class=MsoPlainText>From: "Sarah J. Dion" <SDion@skellengerbender.com><o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Purchasing property so it is hard to trace<o:p></o:p></p><p class=MsoPlainText> ownership<o:p></o:p></p><p class=MsoPlainText>Message-ID:<o:p></o:p></p><p class=MsoPlainText> <MW3PR13MB39471DD5E023A22E226E1D3ED66B9@MW3PR13MB3947.namprd13.prod.outlook.com><o:p></o:p></p><p class=MsoPlainText> <o:p></o:p></p><p class=MsoPlainText>Content-Type: text/plain; charset="windows-1252"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Phil, I agree- can't unwind any way around this issue without the PCs naming a third party as trustee.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Mark, that is a good workaround, thank you for adding that idea. Now I am trying to recall everything they said in law school about using "straw men!"<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Sarah Jael Dion<o:p></o:p></p><p class=MsoPlainText>PRINCIPAL<o:p></o:p></p><p class=MsoPlainText>skellenger bender<o:p></o:p></p><p class=MsoPlainText>TRUST AND ESTATE PRACTICE<o:p></o:p></p><p class=MsoPlainText>Estate Planning | Probate<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PHONE 206.623.6501 | FAX 206.447.1973<o:p></o:p></p><p class=MsoPlainText>sdion@skellengerbender.com |<mailto:sdion@skellengerbender.com%20%7C>www.skellengerbender.com<http://www.skellengerbender.com/><o:p></o:p></p><p class=MsoPlainText>1301 Fifth Ave., Suite 3401 | Seattle, WA 98101<o:p></o:p></p><p class=MsoPlainText>Pronouns: she/her<o:p></o:p></p><p class=MsoPlainText>NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addresses or you believe you may have received this communication in error, you are hereby notified that any consideration, dissemination or duplication of this communication is strictly prohibited. In addition, you shall not print, copy, retransmit, disseminate, or otherwise use this information in any form without first receiving specific written permission from the author of this communication. If you have received this communication in error, please reply to the sender indicating that fact and delete this message from your system immediately.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Mark Reinhardt<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 4:47 PM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>________________________________<o:p></o:p></p><p class=MsoPlainText>CAUTION: This email was sent from an external sender.<o:p></o:p></p><p class=MsoPlainText>________________________________<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>The trustee's name on the real property deeds tends to be the problem. I have had trust with a generic name and have a temporary trustee serve long enough to have the QCD filed, then resign in favor of the trustors.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Important Dates and Office Closure Information<o:p></o:p></p><p class=MsoPlainText>Due to The World Health Organization declaring COVID-19 a global pandemic and our local governments enacting stricter measures, Rehberg Law Group has put in place an interim Work Remotely policy for our attorneys and staff. The office will remain open during regular business hours; however, there will be limited staff in the office during this time. We sincerely appreciate your patience as we all navigate through this unprecedented situation together.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>***When responding to this email, please reply all***<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Kind regards,<o:p></o:p></p><p class=MsoPlainText>Mark A. Reinhardt<o:p></o:p></p><p class=MsoPlainText>Attorney<o:p></o:p></p><p class=MsoPlainText>Rehberg Law Group, PLLC<o:p></o:p></p><p class=MsoPlainText>Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies, Partner | J. Sabrina Go, Partner |<o:p></o:p></p><p class=MsoPlainText>Grayson E. Chester | Waylon L. Poland<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Assistant - Nancy DeOrnellis | ndeornellis@rehberglaw.com<mailto:ndeornellis@rehberglaw.com><o:p></o:p></p><p class=MsoPlainText>SeaTac - (mailing address) 18000 International Blvd, Suite 550, SeaTac, WA 98188<o:p></o:p></p><p class=MsoPlainText>Bellevue - 1400 112th Ave SE, Suite 100, Bellevue, WA 98004<o:p></o:p></p><p class=MsoPlainText>Phone - 206.246.8772 ext. 333 | Toll Free 877.246.8772 | Fax 206.454.7910<o:p></o:p></p><p class=MsoPlainText>Email - mreinhardt@rehberglaw.com<mailto:mreinhardt@rehberglaw.com><o:p></o:p></p><p class=MsoPlainText>Connect - rehberglaw.com<file://rlg-server02/data/Employee%20Folders/andie/ALS/Email%20Signatures/rehberglaw.com> | Facebook<https://www.facebook.com/RehbergLawGroupPLLC/> | LinkedIn<https://www.linkedin.com/company/rehberg-law-group-pllc/> | Join the Rehberg Law Group Newsletter<http://visitor.r20.constantcontact.com/d.jsp?llr=ay8zc9bab&p=oi&m=1101460729600&sit=dzioz88bb&f=46130d29-cd26-4d90-89ea-1b62cacb4ca4><o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com> [mailto:wsbapt-bounces@lists.wsbarppt.com] On Behalf Of Philip N. Jones<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 4:19 PM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com>><o:p></o:p></p><p class=MsoPlainText>Subject: Re: [WSBAPT] Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>You might consider an LLC with their attorney as the sole manager. A trust could also be used with their attorney or some other person as the trustee. But I do not know of any way to set up such an arrangement without involving a third party.<o:p></o:p></p><p class=MsoPlainText>Phil Jones<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Philip N. Jones<o:p></o:p></p><p class=MsoPlainText>Duffy Kekel LLP<o:p></o:p></p><p class=MsoPlainText>900 S.W. Fifth Ave. Suite 2500<o:p></o:p></p><p class=MsoPlainText>Portland, OR 97204<o:p></o:p></p><p class=MsoPlainText>pjones@duffykekel.com<mailto:pjones@duffykekel.com><o:p></o:p></p><p class=MsoPlainText>(503) 226-1371 - office<o:p></o:p></p><p class=MsoPlainText>(503) 853-1482 - cell<o:p></o:p></p><p class=MsoPlainText>(503) 226-3574 - fax<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>From: wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com> <wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com>> On Behalf Of Sarah J. Dion<o:p></o:p></p><p class=MsoPlainText>Sent: Monday, March 15, 2021 3:43 PM<o:p></o:p></p><p class=MsoPlainText>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com>><o:p></o:p></p><p class=MsoPlainText>Subject: [WSBAPT] Purchasing property so it is hard to trace ownership<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Hi all-<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PC and spouse want to purchase real estate in such a way that it is difficult for anyone to determine ownership. In this situation, the privacy concern isn't paranoia-- there is a child and a no contact order with a dangerous individual, so it is critical that no one be able to search for their address using their names. They are part of a program in WA called Address Confidentiality.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>The first thing I thought of is a revocable trust with a name that does not include PCs' names, but I am wondering if ultimately, the name of the trustee/s will need to be on any documents that are recorded. Does anyone know what the limitations on this process are? Ideally, neither of their names is on any documents that are searchable.<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>I would also love to know if there is any way to add a layer of protection to this to make it more difficult to trace without giving up control of the trust to a third party?<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Thanks for any advice you have!<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>Sarah Jael Dion<o:p></o:p></p><p class=MsoPlainText>PRINCIPAL<o:p></o:p></p><p class=MsoPlainText>skellenger bender<o:p></o:p></p><p class=MsoPlainText>TRUST AND ESTATE PRACTICE<o:p></o:p></p><p class=MsoPlainText>Estate Planning | Probate<o:p></o:p></p><p class=MsoPlainText><o:p> </o:p></p><p class=MsoPlainText>PHONE 206.623.6501 | FAX 206.447.1973<o:p></o:p></p><p class=MsoPlainText>sdion@skellengerbender.com |<mailto:sdion@skellengerbender.com%20%7C>www.skellengerbender.com<http://www.skellengerbender.com/><o:p></o:p></p><p class=MsoPlainText>1301 Fifth Ave., Suite 3401 | Seattle, WA 98101<o:p></o:p></p><p class=MsoPlainText>Pronouns: she/her<o:p></o:p></p><p class=MsoPlainText>NOTICE: This communication and the information contained within, along with any items attached as an enclosure, are privileged and confidential. 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