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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">By the way, the couple is healthy, happy, and in their mid-50s. Estate size of around $5 million.
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">IMPORTANT NOTICE: This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> Paul Neumiller
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<b>Sent:</b> Thursday, July 27, 2023 12:55 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Trusts and Friend-Educated Clients<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">This was a new one for me so I thought I’d bounce it off the hive-mind. New estate planning clients have insisted they need a WA trust because the trust would make their
Obama Care expenses free. They say that their “good and very knowledgeable” friends told them that they set up a WA trust and now they qualify to get all medical expenses for free. Any ideas?
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