[WSBARP] Estate planning referral

Taylor Kenck taylor at crestview.legal
Thu Jan 16 16:34:35 PST 2025


Neli:

I do this type of work, and if the non-citizen spouse is Spanish-speaking,
I also speak Spanish (and regularly work with Spanish speaking clients on
estate matters). That might not apply to them, but just in case, I thought
I would reach out.

The big drawback is I do live on the other side of the mountains, so they'd
need to be comfortable with virtual meetings.

Best of luck

On Thu, Jan 16, 2025 at 3:50 PM Neli Espe, J.D. - Olympic Legal <
neli at olympiclegal.com> wrote:

> Dear Listmates,
>
> Need referral for blended family (one spouse non-US citizen) seeking
> assistance with WA tax minimization trust and trust giving one of surviving
> spouses right to live in house until their passing.
>
> Regards, Neli
> ___________________________________
> *   Neli Espe, J.D., Olympic Legal *
>                 360.630.3635
> 2114 Commercial Ave., Anacortes
>             olympiclegal.com
>       Estate Planning | Probate
>
>
>
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