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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif">Thank you!
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<p class="MsoNormal" style="margin-bottom:0in;background:white"><b><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#1F3864">Sarah Jael Dion (she/her)<o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#1F3864">Attorney, Trusts and Estates Practice
<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:black"><img width="186" height="70" style="width:1.9416in;height:.725in" id="Picture_x0020_3" src="cid:image001.png@01DA82B4.57BEFEF0"></span><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:white">.</span><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:red"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#002060">1700 7<sup>th</sup> Avenue, Suite 2100<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#002060">Seattle, WA 98101-1360<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#002060">(206) 388-5005<o:p></o:p></span></p>
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<b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#595959">NOTICE:</span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#595959"> This communication and the information contained within, along with any items
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<b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#595959">IRS CIRCULAR 230 DISCLOSURE</span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#595959">: To ensure compliance with IRS requirements, we inform you
that any 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></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Lewis, Amy C.<br>
<b>Sent:</b> Friday, March 29, 2024 2:48 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Upstate (ideally) NY estate planning attorney<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Sarah,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> I have had good experiences with this attorney and law firm:
</span><a href="https://www.farrellfritz.com/attorney/eric-w-penzer/">Eric W. Penzer - Farrell Fritz, P.C.</a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> His office is in Uniondale – not sure of the geography, but outside NYC. He looked
at a very small probate matter for me a couple of years ago. Recently one of his colleagues helped a client of mine with a real estate issue, and their fees were less than mine somehow even though he did the drafting and I just reviewed it.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:0in">
<span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:black">Amy Lewis, Attorney<br>
Pronouns she/her/hers<br>
<img border="0" width="211" height="68" style="width:2.2in;height:.7083in" id="_x0000_i1026" src="cid:image002.png@01DA82B4.57BEFEF0"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">909 A Street, Suite 600 | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 |</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#777777">
</span><span style="font-size:13.5pt;font-family:"Aptos",sans-serif;color:#777777"><a href="http://www.eisenhowerlaw.com/"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#C00000;text-decoration:none">www.eisenhowerlaw.com</span></a></span><span style="font-family:"Aptos",sans-serif">
<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<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>Sarah Dion<br>
<b>Sent:</b> Friday, March 29, 2024 8:13 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] Upstate (ideally) NY estate planning attorney<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif">Happy Friday!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif">Does anyone know of a great estate planning attorney in upstate NY? Could be in the city but whole estate is about $3mm so trying to avoid NYC prices.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif">Thanks!<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;background:white"><b><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#1F3864">Sarah Jael Dion (she/her)<o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#1F3864">Attorney, Trusts and Estates Practice
<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:black"><img border="0" width="186" height="70" style="width:1.9416in;height:.725in" id="Picture_x0020_1" src="cid:image001.png@01DA82B4.57BEFEF0"></span><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:white">.</span><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:red"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#002060">1700 7<sup>th</sup> Avenue, Suite 2100<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#002060">Seattle, WA 98101-1360<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in;background:white"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#002060">(206) 388-5005<o:p></o:p></span></p>
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<b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#595959">NOTICE:</span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#595959"> This communication and the information contained within, along with any items
attached as an enclosure, are<b> privileged and confidential</b>. This communication is intended solely for the use of the individual(s) named above. If you are not one of the intended addressees 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<b> strictly prohibited</b>. 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></span></p>
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<b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#595959">IRS CIRCULAR 230 DISCLOSURE</span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#595959">: To ensure compliance with IRS requirements, we inform you
that any 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></span></p>
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