[WSBAPT] conservatorship/vulnerable adult/?

[Mike Zeno]

Thanks, Nick.
If the client wanted to go the conservatorship route, would you be interested in handling it?

The Law Office of G. Michael Zeno, Jr., P.S.
T:  (425) 947-8050   F:  (425) 947-8052
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Kirkland, WA 98033

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Nick Pleasants
Sent: Tuesday, November 22, 2022 10:36 AM
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] conservatorship/vulnerable adult/?

Good looking out by the brokerage. Unless you have concrete evidence of financial abuse by Child B to support a VAPO Petition, this is probably a conservatorship situation.
You could also try an APS referral, either the brokerage can do it, or Child A. But I think it's stronger if it comes from the Brokerage. APS can get financial records without a subpoena, so if they decide to work it up, maybe APS can find evidence of wrongdoing by Child B.

Nicholas Pleasants | Shareholder

[OseranHahnAttyatLaw 8]

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Mike Zeno
Sent: Tuesday, November 22, 2022 10:01 AM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] conservatorship/vulnerable adult/?

Child A is attorney in fact under dpoa.  Principal has limited capacity.  Principal calls brokerage firm under influence of Child B and seeking to withdraw $, presumably for Child B's benefit.  Child B's influence not visible to brokerage firm, but they have doubts about principal's capacity, so they deny request.  But brokerage firm is in a tough spot.  I represent Child A.  Any thoughts about how to deal with this?

Mike


The Law Office of G. Michael Zeno, Jr., P.S.
T:  (425) 947-8050   F:  (425) 947-8052
135 Lake Street S., Suite 257
Kirkland, WA 98033

Confidential/Privileged Communication: This email and any attachments are confidential, privileged and intended only for the intended recipient(s).  Unauthorized disclosure, copying, distribution or use of this email is prohibited.  If you received this email in error, please notify me immediately so we can arrange for the message and documents to be returned and deleted. Thank you.
IRS Circular 230 Disclaimer: Any tax advice provided in this communication (including attachments) is not intended or written to be used, and it cannot be used, by the recipient or any other taxpayer (i) for the purpose of avoiding penalties that may be imposed on the recipient or any other taxpayer, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction.  You should seek advice based on your particular circumstances from an independent tax advisor.

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