[WSBARP] Need referral for Investment Partnership assistance

[Nancy Lee]

Hello,
I have a client, recently widowed, who moved here from Oregon to be near her daughter.  We are simplifying her estate plan.  Deceased husband bought into an investment partnership many years ago, and surviving spouse just wants to get rid of it.  She has received conflicting information from the investment firm and her CPA.  This is definitely NOT in my wheelhouse.  Does anyone have a recommendation for an attorney knowledgeable about this to assist her with divesting herself of this asset?  (P.S. I sincerely do not have any interest in learning how to do it myself).

Thank-you,
Nancy Lee

Nancy J. Lee
Attorney at Law
1011 E. Main, Ste. 449
Puyallup, WA 98372
253-904-8612 fax 253-904-8736
nancy at nancyleelaw.comcastbiz.net


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