[WSBAPT] DPOA

Chris Moore chrism at cmd-law.com
Fri Oct 2 09:44:19 PDT 2015


Check with Steve Trefts at Northwest Trustee and Management Services.  I
understand that they will serve as fiduciaries.



http://www.nwtrustee.com/



Sincerely,

*Chris J. Moore*
Christopher J. Moore, JD, CPA, AEP®, EPLS*
Creason, Moore, Dokken & Geidl, PLLC
Lawyers
1219 Idaho Street, POB 835
Lewiston, Idaho 83501-0835
Phone: 208-743-1516; Fax: 208-746-2231
Website: www.cmd-law.com

*Certified as an Estate Planning Law Specialist by the Estate Law
Specialist Board, Inc., the only estate planning certification entity
approved by both the American Bar Association and the Idaho State Bar
Association.
_______________________________________________
*-- Note -- *The information contained in this e-mail transmission is
confidential and may also be a legally privileged communication. This
information is intended for the exclusive and private use of the
addressee(s). If you are not the intended recipient, you are hereby
notified that any use, disclosure, dissemination, distribution (other than
to the addressee(s)), copying or taking any action because of this
information is strictly prohibited. If you have received this e-mail in
error, please notify the sender immediately. Thank you.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~









*From:* wsbapt-bounces at lists.wsbarppt.com [mailto:
wsbapt-bounces at lists.wsbarppt.com] *On Behalf Of *Amy Goertz
*Sent:* Thursday, October 01, 2015 4:16 PM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
*Subject:* [WSBAPT] DPOA



Fellow listmates,



I had a client come in today for estate planning who is a divorcee with no
kids, her parents and siblings are deceased, and in her own words, she has
nobody.  She asked for my assistance in finding someone to serve as her
attorney-in-fact and as personal representative.  This is the second such
request I’ve had in the past two weeks.



Any suggestions for an individual or agency in the Spokane area that might
be willing to serve in this capacity?



Amy



*Amy J. Goertz, J.D.*

*Elder Law Group PLLC*

*(Formerly *Lynn St. Louis Law Office PLLC)

207 W. Nora Avenue

Spokane, WA  99205-4848

Phone:  509.468.0551

Fax:       509.465.9116

Email:  amy at elgwa.com

www.ElderLawGroupWA.com <http://www.elderlawgroupwa.com/>



Confidentiality Note:  The preceding e-mail message (including any
attachments) contains information that may be confidential, protected by
applicable legal privileges, or constitute non-public information. It is
intended to be conveyed only to the designated recipient(s). If you are not
an intended recipient of this message, please notify the sender by replying
to this message and then delete it from your system. Use, dissemination,
distribution or reproduction of this message by unintended recipients is
not authorized and may be unlawful.



IRS Circular 230 Disclosure:  To ensure compliance with requirements
imposed by the IRS, we hereby inform you that any U. S. tax advice
contained in this communication (including attachments, if any) is not
intended or written to be used, and cannot be used, for the purpose of (i)
avoiding penalties under the Internal Revenue Code or (ii) promoting,
marketing or recommending to another party any matter addressed herein.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20151002/5d8faa84/attachment.html>


More information about the WSBAPT mailing list