[WSBARP] Corporate Trustee for an Individual

Fri Sep 2 10:07:45 PDT 2022

Larry,

I have a list of some corporate fiduciaries we tend to recommend.  I'm happy to send you that list off the entire list serve.  My email is steve at waltar.com<mailto:steve at waltar.com>

Stephen M. Waltar
Attorney at Law

[cid:image001.png at 01D8BEB3.D7CA1C40]<http://www.waltar.com/>   [LEGACY - Final Graphics-05] <http://www.waltar.com/>
Legacy Estate Planning, LLC
A division of Stephen M. Waltar PS

2320 130th Avenue NE, Suite 230, Bellevue, WA 98005
info at waltar.com<mailto:info at waltar.com>  |  425.455.6788 o |  425.450.4601 f

[yelp]<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.yelp.com_biz_stephen-2Dm-2Dwaltar-2Dps-2Dbellevue&d=DwMFAg&c=lyRy51zjx4hQJcB3JCGUOU5vX-jEGJJtBuA7jLo19lU&r=TYGWvaYlnW8U-JFPViPoSrCyI2zMwT_mLdmWUQrLmOQ&m=MGhtFppGXmb3jRT1eyK2_Vv70EGl8R-DU22LRv3VRAI&s=a89P3SfyaWGNCVXSqP1f5Li43C53HbQ7k5s-H8sPMjU&e=>  [download] <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_pub_stephen-2Dwaltar_7_1a1_2b0&d=DwMFAg&c=lyRy51zjx4hQJcB3JCGUOU5vX-jEGJJtBuA7jLo19lU&r=TYGWvaYlnW8U-JFPViPoSrCyI2zMwT_mLdmWUQrLmOQ&m=MGhtFppGXmb3jRT1eyK2_Vv70EGl8R-DU22LRv3VRAI&s=4oFLhqFoITu81ajYvGsJyY0Xhwm4kMdlCCC1a-jEl-0&e=>   [facebook_logo-150x150] <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.facebook.com_Stephen-2DM-2DWaltar-2DPS-2D663832273655743_timeline_&d=DwMFAg&c=lyRy51zjx4hQJcB3JCGUOU5vX-jEGJJtBuA7jLo19lU&r=TYGWvaYlnW8U-JFPViPoSrCyI2zMwT_mLdmWUQrLmOQ&m=MGhtFppGXmb3jRT1eyK2_Vv70EGl8R-DU22LRv3VRAI&s=OETy828aPHb4XItE-sB8UPM43O1jgzP-sSRItwWhtuA&e=>   [Screen-Shot-2015-05-22-at-2] <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.avvo.com_attorneys_98004-2Dwa-2Dstephen-2Dwaltar-2D23359.html&d=DwMFAg&c=lyRy51zjx4hQJcB3JCGUOU5vX-jEGJJtBuA7jLo19lU&r=TYGWvaYlnW8U-JFPViPoSrCyI2zMwT_mLdmWUQrLmOQ&m=MGhtFppGXmb3jRT1eyK2_Vv70EGl8R-DU22LRv3VRAI&s=sB_zI9eLq-cShIljEvTmyxk-E5Hp9oQvdiPrc6Zlpdo&e=>  [SMW Logo - small (150x147) - BLACK] <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.waltar.com_&d=DwMFAg&c=lyRy51zjx4hQJcB3JCGUOU5vX-jEGJJtBuA7jLo19lU&r=TYGWvaYlnW8U-JFPViPoSrCyI2zMwT_mLdmWUQrLmOQ&m=MGhtFppGXmb3jRT1eyK2_Vv70EGl8R-DU22LRv3VRAI&s=N5uTUFuWfmy9s_fMdrutoFz4OsuPKchTXQWB_IubxHE&e=>
Circular 230 Warning:  This communication is not intended to constitute tax advice and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.
Confidentiality Notice: The information contained herein and any attachments are a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient.  If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.

From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of laj-laws at juno.com
Sent: Thursday, September 1, 2022 4:36 PM
To: wsbarp at lists.wsbarppt.com; wsbapt at lists.wsbarppt.com; business-law-section at list.wsba.org; senior-lawyers at list.wsba.org
Subject: [WSBARP] Corporate Trustee for an Individual

List-mates,

I am looking for recommendations of reputable corporate trustees,
Client is setting up some trusts and doesn't feel they have any family members
or other individuals (like a friend) that would be a good choice for a trustee.

All suggestions are appreciated.

Regards,
Larry

LARRY A. JOHNSTONE, ATTORNEY AT LAW, PLLC
Waterfront Park Building
144 Railroad Avenue, Suite 203
Edmonds, WA 98020
Phone: (425) 774-LAWS (-5297)
**Voice Mail or Fax: (888) 298-1647<tel:%28888%29%20298-1647>** (Best number to reach Larry)

THIS MESSAGE IS INTENDED ONLY FOR THE USE OF THE INDIVIDUAL OR ENTITY TO WHICH IT IS ADDRESSED, AND MAY CONTAIN INFORMATION THAT IS PRIVILEGED, CONFIDENTIAL, AND EXEMPT FROM DISCLOSURE UNDER APPLICABLE LAW.
If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, forwarding, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by e-mail or telephone, and delete the original message immediately.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20220902/e9551a75/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 5571 bytes
Desc: image001.png
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20220902/e9551a75/image001.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 8674 bytes
Desc: image002.png
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20220902/e9551a75/image002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 2191 bytes
Desc: image003.png
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20220902/e9551a75/image003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.jpg
Type: image/jpeg
Size: 1454 bytes
Desc: image004.jpg
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20220902/e9551a75/image004.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 1433 bytes
Desc: image005.png
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20220902/e9551a75/image005.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.png
Type: image/png
Size: 1100 bytes
Desc: image006.png
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20220902/e9551a75/image006.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image007.jpg
Type: image/jpeg
Size: 1333 bytes
Desc: image007.jpg
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20220902/e9551a75/image007.jpg>