[WSBAPT] Los Angeles referral needed

Lisa Schuchman lisa at lisaschuchman.com
Wed Jan 21 11:20:46 PST 2015


Hi, all,

A client who lives in Seattle has an aunt in LA.  The aunt is old but generally mentally competent and lives in an assisted living facility.  She has three living relatives, including my Seattle client and two WA step-relatives.

She has a financial planner who has connected her with an accountant and an attorney (who are married to each other).  The planner is now her AIF for finances and the accountant is her AIF for health care.  I assume, but don't know for sure, that the attorney-spouse made this happen.

My client would like to talk to an attorney in LA about checking into the legitimacy of this arrangement and possibly changing the AIF to relatives.  She will travel to LA to meet with someone.  In case it helps, the aunt's zip code is 90041.

Thanks.

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com<http://www.lisaschuchman.com/>

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