[WSBAPT] Power of Attorney Agents Picking Successor Agents

Mon Apr 19 15:36:56 PDT 2021

This is a great idea.  Does anyone have sample language to share that he/she uses to drop into the POA?

[cid:image001.jpg at 01D73531.C4C51940]

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Laurel Brown
Sent: Monday, April 19, 2021 3:18 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Power of Attorney Agents Picking Successor Agents

I have included this authority in a few POAs where the Principal is single, no family, and only one friend they feel comfortable with appointing.

Laurel

On Mon, Apr 19, 2021 at 3:12 PM Brent Williams-Ruth <brent at williams-ruthlaw.com<mailto:brent at williams-ruthlaw.com>> wrote:
THank you Sarah for putting up the statute.

I will say that I have this as one of my "Hot Powers" sections where I have the client specifically initial next to this authorization indicating that they want to include this grant of authority.

Right now, I am sitting bedside with my mother in Las Vegas, serving as her POA. I really wish that I had the ability to find someone to appoint so I could come back to Washington for a bit of time and leave someone in charge who can hold the hospital's feet to the fire and I scoured her POA and there is nothing in it that allows me to so designate anyone else and the successors are all my family who are ALSO in Washington state.

I highly recommend including this power for those JUST IN CASE situations.

Brent Williams-Ruth (preferred pronoun: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

**EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA 98063

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.williams-ruthlaw.com%2F&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120586223%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=YP9IjE6gctCpZ0Eb89cdhsnAK5CTZMMByFtacoeRMGc%3D&reserved=0> / facebook<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.facebook.com%2Fbwrlaw&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120596182%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=F4ZuNfjd8AqFbaZ8zgVCogiEZA8ZMWKMZD6cNFb1H2E%3D&reserved=0> /

On Mon, Apr 19, 2021 at 3:04 PM Sarah McCarthy <sarah at kawlawyers.com<mailto:sarah at kawlawyers.com>> wrote:
I had a client request this once, and upon review of the statute I discovered that this is specifically permitted:

RCW 11.125.110<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fapp.leg.wa.gov%2FRCW%2Fdefault.aspx%3Fcite%3D11.125.110&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120596182%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=FQIx58iZqCaDV9h%2Fxn1563EonuIXs8V%2B6m8rR30IIc8%3D&reserved=0>
Coagents-Successor agents-Liability.
(1) A principal may designate in a power of attorney two or more persons to act as coagents. Unless the power of attorney otherwise provides, all coagents must exercise their authority jointly; provided, however, a coagent may delegate that coagent's authority to another coagent.
(2) A principal may designate one or more successor agents to act if an agent resigns, dies, becomes incapacitated, is not qualified to serve, or declines to serve. A principal may grant authority to designate one or more successor agents to an agent or other person designated by name, office, or function. Unless the power of attorney otherwise provides, a successor agent:
(a) Has the same authority as that granted to the original agent; and
(b) May not act until all predecessor agents have resigned, died, become incapacitated, are no longer qualified to serve, or have declined to serve.
(3) Except as otherwise provided in the power of attorney and subsection (4) of this section, an agent that does not participate in or conceal a breach of fiduciary duty committed by another agent, including a predecessor agent, is not liable for the actions of the other agent.
(4) An agent that has actual knowledge of a breach or imminent breach of fiduciary duty by another agent shall notify the principal and, if the principal is incapacitated, take any action reasonably appropriate in the circumstances to safeguard the principal's best interest. An agent that fails to notify the principal or take action as required by this subsection is liable for the reasonably foreseeable damages that could have been avoided if the agent had notified the principal or taken such action.
[ 2016 c 209 § 111<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Flawfilesext.leg.wa.gov%2Fbiennium%2F2015-16%2FPdf%2FBills%2FSession%2520Laws%2FSenate%2F5635-S.SL.pdf%3Fcite%3D2016%2520c%2520209%2520%25C2%25A7%2520111&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120606133%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=pXKbR5fphOYY7b8X99y%2BPcox5h0ii76%2By0J%2BoVK3Fjc%3D&reserved=0>.]

Sarah O'Farrell McCarthy

(Pronouns: she / her)
Attorney | Kelly, Arndt & Walker, Attorneys at Law, PLLP
6443 Harding Avenue | P.O. Box 290 | Clinton, WA  98236

(Located on Whidbey Island, Island County, Washington)
Phone: (360) 341-1515 | Fax: (360) 341-3272
sarah at kawlawyers.com<mailto:sarah at kawlawyers.com> | www.kawlawyers.com<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.kawlawyers.com%2F&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120606133%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=DU%2BzbQT2nhsvlALgUVdEDyKPFaDTyq6zo74ArDNMIJA%3D&reserved=0>

This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged.  This information is intended to be for the use of the individual or entity named above,  If you are not the intended recipient, be aware that any further review, disclosure, printing, copying, distribution, or use of the contents of this transmission is prohibited. If you have received this electronic message transmission in error, please notify us immediately by reply e-mail and delete the original message.  Thank you.

We do not accept service of any kind by e-mail unless expressly authorized in writing by the attorney of record.  This e-mail is NOT a contract and is not binding upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.

On Mon, Apr 19, 2021 at 2:49 PM <Jeff at bellanddavispllc.com<mailto:Jeff at bellanddavispllc.com>> wrote:
Listmates:

Client is naming three people as independent agents.  If two of the three are no longer able to act, client would like the last agent standing to have the authority to pick a successor agent.   Have any of you run into this issue before?  It seems odd to allow an agent to pick another agent for the principal, but I suppose it is ok.

Jeff Davis

W. Jeff Davis
BELL & DAVIS PLLC
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.bellanddavispllc.com%2F&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120606133%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=5VjZ%2Bv0cGiCr%2Fg5duEOUy9nznJxHeGbSBkqdUZMZcIs%3D&reserved=0>

The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>  or call 360.683.1129.

***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120616088%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=MKP%2Bso8RLJ8VkIQBiZVpC1dwM848ndKzO%2FlI%2FCtPLVQ%3D&reserved=0>
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120616088%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=MKP%2Bso8RLJ8VkIQBiZVpC1dwM848ndKzO%2FlI%2FCtPLVQ%3D&reserved=0>
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=04%7C01%7C%7C47383f0ffdfa45e6ee9808d90381874d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637544677120626044%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=CrnbdRRgPzzl2VouyCeMzgWr%2F6HznujpdSR1B9pG4cM%3D&reserved=0>

--
Laurel Brown
Attorney and Counselor at Law
5071 SW Waite St.
Seattle, WA  98116
info at lbrownlaw.com<mailto:info at lbrownlaw.com>
425-361-6286
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210419/30a1088f/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 14264 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210419/30a1088f/image001.jpg>