Just for “completion,” I should probably note: the president of _____, the accounting firm that specializes in non-profit accounting, replied to my email this morning. He suggested we could talk sometime next week, and he’d bring in an attorney who works with their firm in the specific areas that are disturbing Sarita and me.
I told him about the arrangements we are making with C____, the attorney that J____ has urged us to engage. “With what I have just said, I am wondering if it makes sense for us, yet, to hold a phone conference. . . . What do you think?”
I haven’t heard back.
My guess: they’re passing. At least for now. And that should be fine for me. . . .
| 3.2 |
Welcome, visitor!
If you find my posts interesting, I invite you to sign up, at the top of the column to the right, to receive emails whenever I publish a new article.
Be assured I hate spam as much as anyone, I will hold your information in strictest confidence, and, of course, I always include a means for unsubscribing whenever you want.
Thanks for visiting!
Sincerely,
John Holzmann
Related posts
Technorati Tags: estate planning, legacy planning, legal structures, professional counsel


















No comments yet.