[WSBAPT] Language or thoughts?

[Susan Donahue]

Hi Diane,

 

You can put that language into the poa.  But also it would be good to advise
your client that the attorney-in-fact has a fiduciary duty to act in his
best interest.  Explaining the fiduciary duty goes a long way to giving
clients some confidence.  Also, the client does not have to share the poa
with the attorney-in-fact until and unless the need arises.

 

Susan

 

 

Susan Donahue

Law Office of Susan Donahue

125 West 2nd Avenue, Suite "B"

P.O. Box 81

Twisp, WA 98856

(509) 996-5944 (phone)

(509) 362-9692 (fax)

 <mailto:sdonahue at sdonahuelaw.com> sdonahue at sdonahuelaw.com

 <http://www.sdonahuelaw.com> www.sdonahuelaw.com

 

 

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Diane J. Kiepe
Sent: Monday, December 23, 2019 3:11 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Language or thoughts?

 

Hello Serv Members,

 

I have a client who is very, very paranoid that once he turns over a power
of attorney, that person, who he states he trusts implicitly, may think he
should live at home.  Because of his age and other circumstances we
discussed making the power effective immediately but also adding some
preference language for home removal.

 

Have any of you done anything like this and if so would you be willing to
share your insights?

 

Thanks in advance and may you all be enjoying this season!

 

Diane J. Kiepe

 

Diane J. Kiepe

Douglas Eden

717 W. Sprague Ave.

Suite 1500

Spokane, WA  99201

djkiepe at depdslaw.com <mailto:djkiepe at depdslaw.com> 

509-455-5300

 

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