[WSBAPT] Los Angeles referral needed

[Lisa Schuchman]

Thank you for the very specific and helpful referrals.

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

I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy

NOTE: I do not use encrypted email.  Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times.  If your matter is urgent, please phone my office during regular business hours.

Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.
P  Please consider the trees before printing this document

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Valerie Ohlstrom
Sent: Wednesday, January 21, 2015 11:51 AM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] Los Angeles referral needed

This sound like a situation where there is the potential for your Client's aunt to be taken advantage of.  Ruth Phelps is a highly respected elder law attorney; her name comes up in a zip code search on the National Academy of Elder Law Attorneys website. She is certainly qualified to evaluate your client's aunt's situation.

NAELA.org is always a great resource to find competent and experienced elder law attorneys.

Phelps Law Group, APLC
301 N. Lake Ave, Ste 1002
Pasadena, CA 91101-4148
Phone:
(626) 795-8844

Fax:
(626) 795-9586

Email:
rphelps at elderlawyers.com<mailto:rphelps at elderlawyers.com>

Web Site:
www.elderlawyers.com<http://www.elderlawyers.com/>


Very Truly Yours,

Val

Valerie O. Ohlstrom

Ohlstrom Law Office
valerie at ohlstromlaw.com<mailto:vohlstrom at comcast.net>
www.ohlstromlaw.com<http://www.ohlstromlaw.com/>
(425) 881-5251

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Wednesday, January 21, 2015 11:21 AM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Los Angeles referral needed

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/>

I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy

NOTE: I do not use encrypted email.  Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times.  If your matter is urgent, please phone my office during regular business hours.

Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.
P  Please consider the trees before printing this document

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