[WSBAPT] Alzheimers & Power of Attorney & Estate Planning

[Jane Bitz]

Are you concerned that the client does not have the capacity to understand
the estate planning process/documents/outcomes or that others will think
that they do not have the capacity because of a “diagnosis”? 

 

Stage 1 is defined as “no cognitive impairment” by the Alzheimer’s
Association. If your client shows no impairment, then I would proceed
normally with the estate planning process. 

 

I have found that sometimes a client “denies” impairment because they are
not legally incompetent and the person who is informing you of the
diagnosis is trying to influence/manipulate the situation.

 

Jane Bitz.

 

Jane G Bitz

Attorney at Law, PLLC

12209 E Mission, Suite 5

Spokane Valley WA 99206-4824

(509) 927-9700; FAX (509) 777-1800

jane at jbitzlaw.com

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Victor Ro
Sent: Wednesday, January 29, 2014 3:27 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Alzheimers & Power of Attorney & Estate Planning

 

Members:

 

How have you handled this issue?  

 

Simply stage 1 Alz. and worsening.

 

There is also another thorn as to DENIAL of disability.


Victor Ro, Esq.
THE RO FIRM, P.S.C.
A Professional Services Corporation
5400 Carillon Point
Bldg. 5000, 4th Floor
Kirkland, WA 98033 <x-apple-data-detectors://0/0> 
Tel:  (206) 319-7072 <tel:(206)%20319-7072> 
Fax: (206) 319-4470 <tel:(206)%20319-4470> 

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