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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">My practice and each of my colleague’s practices involves with business planning, including succession planning, coupled with tax planning, including gifting of family business
interests with discounts where appropriate. I realize I am in Spokane, but we do have a good number of clients that are not local.
<o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal">Douglas Eden, P.S.<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave., Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
<p class="MsoNormal"><b>Please note that I will be out of the office starting December 4, 2023 until approximately December 18, 2023 for medical reasons, with little to no email for the initial few days. If you need immediate assistance, please call 509-455-5300
and ask for Sandy Saty. <o:p></o:p></b></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">KINDLY ALLOW 2-4 WORKING DAYS TO RECEIVE A RESPONSE TO NON-URGENT EMAILS. FEEL FREE TO SEND YOUR EMAIL (OR RESEND YOUR EMAIL AS THE CASE MAY BE) MARKED URGENT IN THE SUBJECT LINE.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">DISCLAIMER: the preceding message and any attachments may contain confidential information protected by law, the attorney-client privilege or other privilege. This communication is intended to
be private and may not be recorded or copied without the consent of the author. If you believe this message has been sent in error, REPLY to sender and then DELETE this message. Thank you. </span><o:p></o:p></p>
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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>Kristen Fisher<br>
<b>Sent:</b> Thursday, November 16, 2023 10:12 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Referral - Estate/Business Succession Planning<o:p></o:p></p>
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<p class="MsoNormal"><a name="_Hlk112609262">My colleague Kiran Uppal handles family business and estate planning.
</a><a href="https://www.stokeslaw.com/kiran-uppal"><span style="mso-bookmark:_Hlk112609262">https://www.stokeslaw.com/kiran-uppal</span><span style="mso-bookmark:_Hlk112609262"></span></a><span style="mso-bookmark:_Hlk112609262"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk112609262"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="mso-bookmark:_Hlk112609262"><b><span style="font-size:11.5pt;color:#0776BD">Kristen Fisher</span></b></span><span style="mso-bookmark:_Hlk112609262"><span style="font-size:10.0pt;color:#404040"><br>
Attorney<br>
</span></span><span style="mso-bookmark:_Hlk112609262"><span style="font-size:11.5pt;color:#0776BD">Stokes Lawrence, P.S.</span></span><span style="mso-bookmark:_Hlk112609262"><span style="font-size:10.0pt;color:#404040"><br>
1420 Fifth Avenue, Suite 3000 | Seattle, WA 98101-2393<br>
direct: 206.892.2186<br>
</span></span><a href="mailto:Kristen.Fisher@stokeslaw.com"><span style="mso-bookmark:_Hlk112609262"><span style="font-size:10.0pt;color:#0563C1">Kristen.Fisher@stokeslaw.com</span></span><span style="mso-bookmark:_Hlk112609262"></span></a><span style="mso-bookmark:_Hlk112609262"><span style="font-size:10.0pt;color:#404040">
| </span></span><a href="http://www.stokeslaw.com/"><span style="mso-bookmark:_Hlk112609262"><span style="font-size:10.0pt;color:#404040">stokeslaw.com</span></span><span style="mso-bookmark:_Hlk112609262"></span></a><span style="mso-bookmark:_Hlk112609262"><span style="font-size:10.0pt;color:#404040">
<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="mso-bookmark:_Hlk112609262"><span style="font-size:10.0pt;color:#A6A6A6">This e-mail may contain confidential information which is legally privileged. The information is solely for the use of the addressee(s) named above. If
you are not the intended recipient, any disclosure, copying, distribution or other use of the contents of this information is strictly prohibited. If you have received this e-mail in error, please notify us by return e-mail and delete this message. Thank you.</span></span><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Neli Espe, J.D. - Olympic Legal<br>
<b>Sent:</b> Thursday, November 16, 2023 9:44 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Referral - Estate/Business Succession Planning<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Dear List-mates, <o:p></o:p></p>
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<p class="MsoNormal">I am seeking referral for a business owner (corp) with assets of over $2.2M (real property/investments) who seeks estate/business planning and tax advice. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Unmarried, one child, child works full time in the business but not a shareholder. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Kind regards,<o:p></o:p></p>
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<p class="MsoNormal">Neli<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Optima-Regular;color:#5BD2E6">___________________________________</span><span style="font-family:Optima-Regular"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:Optima-Regular;color:#1B40AF"> Neli Espe, J.D., Olympic Legal </span></b><span style="font-size:9.0pt;font-family:Optima-Regular"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Eurostile;color:#133FE9"> </span><span style="font-size:9.0pt;font-family:Eurostile;color:#003649"> </span><span style="font-size:9.0pt;font-family:Optima-Regular;color:#003649"> 360.630.3635</span><span style="font-family:Optima-Regular"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Optima-Regular;color:#003649">2114 Commercial Ave., Anacortes</span><span style="font-family:Optima-Regular"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Optima-Regular;color:#133FE9"> <a href="http://olympiclegal.com/">olympiclegal.com</a></span><span style="font-family:Optima-Regular"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Optima-Regular;color:#1B40AF"> Estate & Business Planning </span><span style="font-family:Optima-Regular"><o:p></o:p></span></p>
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