[WSBAPT] Client needs a POA, but will be splitting time between WA and FL

[Diane J. Kiepe]

So I'm not sure if my colleagues would support my actions but I had this similar situation with Tennessee and Washington and made two sets of documents - in each set I referenced the other - and, not 100% sure but if something happened in route the closer state's documents would govern.

The agents were the same except one son lives here and the other in TN.

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

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dave Culbertson
Sent: Thursday, October 27, 2022 3:55 PM
To: solo-and-small-practice-section at list.wsba.org; creditor-debtor-section at list.wsba.org; wsbapt at lists.wsbarppt.com; wsbarp at lists.wsbarppt.com
Subject: [WSBAPT] Client needs a POA, but will be splitting time between WA and FL

Hello, Listmates.

The fact pattern mostly fit into the subject line. Client is advanced in years, wishes a younger relative to help her manage her financial affairs. Will create a POA here in WA, where there is signinficant real and personal property. But will be traveling to and staying in Florida, where there is also real and personal property, for significant lengths of time during a given year.

Leaving aside the inherent issues of granting power to another person, my focus is on how her presence and property in different jurisdictions will complicate things. Any suggestions or comments from the Brain Trust to forestall legal problems (as mucha as possible, anyway)?



Best Regards,

Dave Culbertson

The Law Office of Davisson Culbertson
PO 20403
Seattle, WA 98102

Phone: (206) 478-8134
FAX: (866) 867-7796
dculbertson at culbertsonlawoffice.com<mailto:dculbertson at culbertsonlawoffice.com>



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