[WSBAPT] Pierce County Elder Financial Abuse

[Candace Wilkerson]

Does the grandmother fit the definition of vulnerable adult per RCW 74.24.030(22)?  If so, report him to Adult Protective Services:

https://www.dshs.wa.gov/altsa/adult-protective-services-report-concerns-about-vulnerable-adults

RCW 74.24.030(22):

(22) "Vulnerable adult" includes a person:
(a) Sixty years of age or older who has the functional, mental, or physical inability to care for himself or herself; or
(b) Found incapacitated under *chapter 11.88<http://app.leg.wa.gov/RCW/default.aspx?cite=11.88> RCW; or
(c) Who has a developmental disability as defined under RCW 71A.10.020<http://app.leg.wa.gov/RCW/default.aspx?cite=71A.10.020>; or
(d) Admitted to any facility; or
(e) Receiving services from home health, hospice, or home care agencies licensed or required to be licensed under chapter 70.127<http://app.leg.wa.gov/RCW/default.aspx?cite=70.127> RCW; or
(f) Receiving services from an individual provider; or
(g) Who self-directs his or her own care and receives services from a personal aide under chapter 74.39<http://app.leg.wa.gov/RCW/default.aspx?cite=74.39> RCW.

Best,
Candace Wilkerson

[cid:image001.png at 01D6221F.F11C42A0]
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
Candace Wilkerson  | Senior Associate  |  Wong Fleming

10675 Willows Road NE, Suite 250  |  Redmond, WA 98052
Phone: 425.869.4040  |  Fax: 425.869.4050
cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>


[cid:image003.png at 01D6221F.F11C42A0]
[cid:image004.jpg at 01D6221F.F11C42A0]
Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED



From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Amy Goertz
Sent: Monday, May 4, 2020 2:00 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Pierce County Elder Financial Abuse

Good afternoon -

I have a possible referral in Pierce County, but I am thinking that his first steps would be to contact an agency regarding financial abuse of an elderly person with Alzheimer's.

The potential client’s father was one of three siblings but committed suicide approximately two years ago. His uncle now holds the Power of Attorney for his grandmother. Uncle just bought brand new cars for himself and his sister and seems to be spending money left and right. The potential client requested that the uncle give him a little money for his school tuition, which he states Grandmother said she would help with, but Uncle declined. Client also believes that it’s likely that the Uncle had the grandma sign a new will that omits him.

Any suggestions as to where he can start with an investigation into this?

Thanks in advance -

Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>

1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com<http://www.goertzlambrecht.com/>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200504/47bb02dc/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 18978 bytes
Desc: image001.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200504/47bb02dc/image001.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 151 bytes
Desc: image002.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200504/47bb02dc/image002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 5985 bytes
Desc: image003.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200504/47bb02dc/image003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.jpg
Type: image/jpeg
Size: 5042 bytes
Desc: image004.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200504/47bb02dc/image004.jpg>