[WSBARP] seeking referral in Oregon

Jan Kelly jan at jankellylaw.com
Fri Nov 16 11:48:01 PST 2018


I know someone who practices on the coast (Rockaway Beach area). Where do
they live?

On Fri, Nov 16, 2018 at 11:44 AM Elizabeth [Lisa] M. Carney <
carney at westseattlelaw.com> wrote:

> Colleagues:
>
> Client seeking attorney near Portland or Salem [client lives on the coast]
> for estate planning, but more urgently, how to address tax implications of
> having removed dollars from a 401K.
>
> Specifically, if the bulk of the  dollars in a 401K were earned in
> Washington, but client now lives in Oregon, does the distribution trigger
> Oregon state income tax?
>
> They are good friends-- I want to get them to the right person.
>
> Thank you.
>
> Lisa
>
>
>
> *   Elizabeth [Lisa] M. Carney*
>
>          Attorney at Law
>
>
>
> [image: devrieze-carney logo 6 13_60%]
>
> de Vrieze | Carney pllc
>
> 3909 California Avenue SW
>
> Seattle, WA 98116-3705
>
> Phone: 206.938.5500
>
> Fax: 206.535.6264
>
> Carney at WestSeattleLaw.com
>
> www.WestSeattleLaw.com <http://www.westseattlelaw.com/>
>
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-- 


*Jan Kelly, JD/MBA*Attorney at Law

JK Law
PO Box 1964
Poulsbo, WA 98370
Direct Line (702) 338-6733
Facsimile (360) 779-2265

*Licensed in Nevada and Washington*.

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