[WSBAPT] Washington Powers of Attorney and the Oregon Department of Revenue

[James Dolan]

I thought perhaps Tim might be able to give you a quick answer, or might have a good contact at DOR.  I’m fairly certain that what you are being told by DOR is not correct.

-jbd-

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Laura Latta
Sent: Thursday, September 4, 2025 2:34 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Washington Powers of Attorney and the Oregon Department of Revenue

Thanks, James. I don't think we are at the point of needing an Oregon consult. I am curious if anecdotally anyone has encountered their Washington resident clients having issues with Washington POAs in Oregon.

On Thu, Sep 4, 2025 at 11:28 AM James Dolan <jbdolan at jbdolan.com<mailto:jbdolan at jbdolan.com>> wrote:
Laura, if you need Oregon counsel to consult with I suggest Tim McNeil in Portland: https://theelderlawfirm.com/timothy-m-mcneil<https://urldefense.proofpoint.com/v2/url?u=https-3A__theelderlawfirm.com_timothy-2Dm-2Dmcneil&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=FvxRYu9sylEzt9O6phYeLXfRuXYOhjO6tFTAeTCuvCRmhlUOKDRN_qbybysMm-VH&s=UhYBs-adtG8umlwT8znU92XFqXKcJCKM-Acx4zzUPqA&e=>

Jim Dolan

=========================

Jones Butler Dolan, PS
P.O. Box 458
10027 SR 532
Stanwood, WA 98292
(tel) 360-336-2939
(fax) 360-336-2949



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 Laura Latta
Sent: Thursday, September 4, 2025 11:11 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Washington Powers of Attorney and the Oregon Department of Revenue

Hello Listmates,
Has anyone encountered the Oregon Department of Revenue rejecting a Washington state power of attorney and refusing to assist the agent appointed therein solely on the basis of the POA being executed in WA? If so, are you aware of any valid legal basis for such a rejection? Your insights would be greatly appreciated.
Warmly,
Laura

Laura Latta
Law Office of Laura Latta PLLC
she/her

Phone (206) 841-2344
www.LauraLatta.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.LauraLatta.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=_Tlvr5u0hGJrCKvyTVZTchVHyf-Zgqj2fD7qkZjSD9Jx4qRL4Mru_Zwo2wBFHdNK&s=eA21LDolcohdvcfMoAws4V3_L_YMVvj87zAfmsWWIWU&e=>

4010 Lake Washington Blvd. NE Ste. 202

Kirkland, WA 98033

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