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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Michael,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> My colleague Hayden Taylor can assist with this. He has recently reviewed a similar issue for a client of ours.
<o:p></o:p></span></p>
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<font size="4" color="#777777"><span style="FONT-FAMILY: 'Calibri','sans-serif'"><font size="3"><font color="#000000"><o:p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'">
<p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; MARGIN: 0in 0in 6pt"><span style="FONT-FAMILY: 'Calibri','sans-serif'">Amy Lewis,
Attorney<br>Pronouns she/her/hers<br></span><img style="HEIGHT: 68px; WIDTH: 211px" src="cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png" width="211" height="68" border="0"><br></p></o:p></font></font></span><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"><span style="COLOR: #000000"><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'">909 A Street, Suite
600 | Tacoma, WA 98402<br></span><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"><strong style="COLOR: #000000"></strong>phone 253.572.4500 | fax 253.272.5732
|</span></span></span><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"> </span><a href="http://www.eisenhowerlaw.com/"><span style="FONT-SIZE: 11pt; TEXT-DECORATION: none; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; text-underline: none">www.eisenhowerlaw.com</span></a></font>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Michael Biesheuvel<br>
<b>Sent:</b> Monday, April 11, 2022 11:17 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Keogh Plan Referral<o:p></o:p></p>
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<p class="MsoNormal">Greetings,<o:p></o:p></p>
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<p class="MsoNormal">Husband, the owner of a Keogh plan, died many years ago. His surviving wife, who was the plan trustee and beneficiary, died several years ago. It appears the trustee may have neglected administration of the plan for the past 20 years. There
doesn't appear to be a successor trustee. PC, their one surviving child, seeks help cleaning up the past 20 years as required, and terminating/distributing the plan.<o:p></o:p></p>
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<p class="MsoNormal">Does anyone have experience in this area, or a referral?<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Michael Biesheuvel</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Attorney</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif;color:#0B5394">Puget Sound Wills & Trusts</span></b><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif"><br>
<span style="color:black">114 Second Avenue South, Ste 101<br>
Edmonds, WA 98020<br>
</span></span><span style="font-size:9.5pt;color:black"><br>
</span><a href="mailto:michael@edmondswills.com" target="_blank"><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif;color:#1155CC">michael@pugetsoundwills.com</span></a><span style="font-size:9.5pt"><br>
</span><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif;color:black">Telephone (425) 712-0279<br>
Toll Free (888) 248-7751<br>
Facsimile (425) 672-7147</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Bookman Old Style",serif;color:red">NOTICE: This communication (including any attachments) may contain privileged and/or confidential information. It is intended solely for the use of the addressee.
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