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<p class="MsoNormal">I have a good contact in a Swiss banker. He is a licensed attorney in Washington who works and lives in Zurich. Maybe park some funds there. I can get you his contact info if you like. He is flying to Seattle tomorrow.
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<p class="MsoNormal" style="text-autospace:none"><b>Stephen M. Waltar<o:p></o:p></b></p>
<p class="MsoNormal" style="text-autospace:none">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><o:p> </o:p></p>
<p class="MsoNormal" style="text-autospace:none"><img width="200" height="57" style="width:2.0833in;height:.5937in" id="Picture_x0020_1" src="cid:image001.png@01DA3342.5A6CD170"> <span style="font-size:10.0pt;color:#1D1B11"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:gray">Legacy Estate Planning, LLC<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:gray">A division of Stephen M. Waltar PS</span><span style="font-size:10.0pt;color:gray"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;color:gray"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;color:gray">2320 130<sup>th</sup> Avenue NE, Suite 230, Bellevue, WA 98005<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><u><span style="font-size:10.0pt;color:blue"><a href="mailto:info@waltar.com">info@waltar.com</a></span></u><span style="font-size:10.0pt;color:gray"> | 425.455.6788 o | 425.450.4601 f<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white;text-autospace:none"><i><u><span style="font-size:8.0pt;color:black">Circular 230 Warning</span></u></i><i><span style="font-size:8.0pt;color:black">: 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.</span></i><span style="font-size:8.0pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white;text-autospace:none"><i><u><span style="font-size:8.0pt;color:black">Confidentiality Notice</span></u></i><i><span style="font-size:8.0pt;color:black">: 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. <o:p></o:p></span></i></p>
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<p class="MsoNormal"><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Mark McClure<br>
<b>Sent:</b> Tuesday, December 19, 2023 4:14 PM<br>
<b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBARP] Probate Funds - Estate Account - Treasury Bonds?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">In the bankruptcy world, US Bank is certified by the US Trustee’s office to hold debtor funds in excess of the limits. For what it is worth.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="background:white"><b><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#4C76A2"> </span></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:#4C76A2">Mark C. McClure</span></b><b><span style="font-size:24.0pt;font-family:"Helvetica",sans-serif;color:#4C76A2">
</span></b><b><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:#4C76A2">|
</span></b><i><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#4C76A2">Managing Attorney <br>
</span></i><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:navy">Law Office of Mark McClure, PS<b> <br>
</b><i>"Why Retire With Debt?"<br>
</i>1103 West Meeker Street, #101<br>
Kent, WA 98032</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:navy">Office: 253.631.6484 (Leave Msg - Will be returned within 24 hours)<br>
</span><span style="font-family:"Helvetica",sans-serif;color:#003399">Email: <a href="mailto:Mark@McClureLawGroup.com" target="_blank"><span style="color:purple">Mark@McClureLawGroup.com</span></a><br>
Web: <a href="http://www.mcclurelawgroup.com/">www.McClureLawGroup.com</a> </span>
<o:p></o:p></p>
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TBD</span></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#C0504D">**NOTE** All visits must be scheduled in advance for access to the building. Call
</span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#C0504D">253-631-6484
<b> to schedule.</b></span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:navy">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:navy"> </span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#1C1E21;background:#F2F3F5">This
email contains legal stuff. If you are not the intended recipient you could get into a lot of trouble if you read it, and even more trouble if you tell someone else about it. So, the best thing to do is ignore it and forget you ever saw it. Thank you.</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:navy"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">
<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Jeanne Dawes<br>
<b>Sent:</b> Tuesday, December 19, 2023 3:51 PM<br>
<b>To:</b> WSBA Real Property Listserv<br>
<b>Subject:</b> Re: [WSBARP] Probate Funds - Estate Account - Treasury Bonds?</span><o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Check with Umpqua bank and wash. Trust bank. I believe both have accounts with higher FDIC insurance availability, I know Umpqua does, not sure about WTB.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbarp-bounces@lists.wsbarppt.com">
wsbarp-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Neli Espe, J.D. - Olympic Legal<br>
<b>Sent:</b> Tuesday, December 19, 2023 3:51 PM<br>
<b>To:</b> WSBA Real Property Listserv <<a href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBARP] Probate Funds - Estate Account - Treasury Bonds?<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Dear Listmates, <o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Probate estate account have close to 900K. We are trying to open additional estate accounts (with a lot of push back from local banks) to reduce the amount in each account to FDIC insured limit.<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Estate may need to be open for another 6-12 months. Beneficiaries are foreign nationals and do not want interim distributions.<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">The idea of estate obtaining a treasury bond has been floated, but I have little faith in such a course of action. <o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Any ideas about how one can better handle the situation in the current banking/inflationary climate?<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Happy holidays, Neli<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Optima-Regular;color:#5BD2E6">___________________________________</span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:Optima-Regular;color:#1B40AF"> Neli Espe, J.D., Olympic Legal </span></b><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Eurostile;color:#133FE9"> </span><span style="font-size:9.0pt;font-family:Eurostile;color:#003649"> </span><span style="font-size:9.0pt;font-family:Optima-Regular;color:#003649"> 360.630.3635</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Optima-Regular;color:#003649">2114 Commercial Ave., Anacortes</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Optima-Regular;color:#133FE9"> <a href="http://olympiclegal.com/">olympiclegal.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Optima-Regular;color:#1B40AF"> Estate & Business Planning </span><o:p></o:p></p>
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