[WSBARP] Skagit Co High Net Worth Estate Plan and Charitable Gift

[Paul Neumiller]

I have referred several high net worth clients for estate planning to Katti Esp at 360-715-3100 in Bellingham and received good reports back.


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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Neli Espe, J.D. - Olympic Legal
Sent: Wednesday, July 10, 2024 11:13 AM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Skagit Co High Net Worth Estate Plan and Charitable Gift

Dear Listmates,

Looking for referral for an Anacortes couple with limited mobility looking for assistance with tax minimization estate plan (WA & federal) who are also planning considerable charitable inter vivos gifts.

___________________________________
   Neli Espe, J.D., Olympic Legal
                360.630.3635
2114 Commercial Ave., Anacortes
            olympiclegal.com<http://olympiclegal.com/>
        Estate Planning | Probate

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