[WSBAPT] DPOA

[Philip N. Jones]

This is frustrating, but many brokerage houses insist on using their own form of POA, probably because it contains all kinds of language releasing the brokerage and indemnifying the brokerage.  Aarrgghh!
Maybe move to a new brokerage.  But that probably won’t work because you will need to use your POA to do so.  Aarrgghh!
Phil Jones

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________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Allen Draher <allen at draherlaw.com>
Sent: Monday, February 6, 2023 4:32:33 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] DPOA


A client has had Merrill Lynch not allow her to use her DPOA for her disabled husband.  I know this has been addressed her before.  Suggestions?  Thank you, Allen



Allen Draher



Law Office of Allen Draher, PLLC

9108 Fauntleroy Way S.W.

Seattle, WA 98136-2617



ph   206-484-8212

allen at draherlaw.com<mailto:allen at draherlaw.com>



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