[WSBAPT] Estate planning for client with disabled partner

[Rebecca King]

Lovie,

We deal with these types of situations all of the time. Feel free to give me a call if you would like.

Warmest regards,
Rebecca King
Attorney

Northwest Elder Law Group
2150 N. 107th Street, Suite 501
Seattle, WA 98133
Main: (206) 937-6102
Direct: (206) 866-6544
Fax: (206) 960-4021

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Lovie Bernardi
Sent: Monday, July 23, 2018 10:16 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Estate planning for client with disabled partner

Dear listmates,

I have a client whose partner has dementia and the client is taking over the partner's financial affairs as agent for financial matters. I am assisting my client in revising her own estate plan to anticipate the care of her partner after the client's death or incapacity. Is someone willing to chat with me about how to best help this couple? One of the snags is the partner's durable power of attorney does not name a successor agent.

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
3600 15th Avenue West #205
Seattle, WA  98119
(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
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