[WSBAPT] DPOA

[Amy Goertz]

Thank you!  I called Steve this morning and it looks like he is going to be a good fit for my client.  I let them know that you referred me there.
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<mailto: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.

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Chris Moore
Sent: Friday, October 02, 2015 9:44 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] DPOA

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<http://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> [mailto: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<mailto: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<mailto: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/20151002/99861f84/attachment.html>