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

[Jessica Aurelia Carr]

Hi Neli, this is something that I or my law partner Andy Heinz could assist with. We have offices in Bellingham and Burlington.

Best,

Jessica
[cid:image001.png at 01DAD2CE.52B599E0]<http://www.northsoundlaw.com/>
JESSICA AURELIA CARR
Partner
(360) 671-7700
jcarr at northsoundlaw.com<mailto:jcarr at northsoundlaw.com>
www.northsoundlaw.com<http://www.northsoundlaw.com/>
300 N. Commercial Street | Bellingham, WA 98225
245 E. George Hopper Road | Burlington, WA 98233
she/her/hers
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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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