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

[Kristi Richards]

I'll second this. I've worked with Jessica Carr in the past and would suggest her for this type of matter!

https://www.northsoundlaw.com/jessica-aurelia-carr

Kristi L. Richards (she/her)
Attorney, Trusts and Estates Practice


[cid:image002.png at 01DAD2D2.D1333490].

1700 7th Avenue, Suite 2100
Seattle, WA 98101-1360
(206) 388-5005

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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Jessica Aurelia Carr
Sent: Wednesday, July 10, 2024 1:38 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Skagit Co High Net Worth Estate Plan and Charitable Gift

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:image003.png at 01DAD2D2.D1333490]<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
This message contains information which may be confidential and privileged. Unless you are the intended addressee, you may not use, copy, or disclose to anyone the message or any information contained in the message. If you have received the message in error, please advise the sender by reply email and delete the message.  Thank you.

From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> <wsbarp-bounces at lists.wsbarppt.com<mailto: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<mailto: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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