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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif"">Thank you for the very specific and helpful referrals.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif""><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif";color:black">Lisa E. Schuchman<br>
206-325-2801<br>
<a href="http://www.lisaschuchman.com/" target="_blank">www.lisaschuchman.com</a><br>
<br>
I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif";color:black"> </span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif";color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email
address is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif";color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties
under the Internal Revenue Code.</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:24.0pt;font-family:Webdings;color:green">P</span><span style="font-size:10.0pt;font-family:"Arial Narrow","sans-serif";color:green">
</span><b><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#008100">Please consider the trees before printing this document</span></b><span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Valerie Ohlstrom<br>
<b>Sent:</b> Wednesday, January 21, 2015 11:51 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Los Angeles referral needed<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">This sound like a situation where there is the potential for your Client’s aunt to be taken advantage of. Ruth Phelps is a highly respected elder law attorney;
her name comes up in a zip code search on the National Academy of Elder Law Attorneys website. She is certainly qualified to evaluate your client’s aunt’s situation.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">NAELA.org is always a great resource to find competent and experienced elder law attorneys.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">Phelps Law Group, APLC<br>
301 N. Lake Ave, Ste 1002<br>
Pasadena, CA 91101-4148<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">Phone:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">(626) 795-8844<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">Fax: <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">(626) 795-9586<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">Email:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black"><a href="mailto:rphelps@elderlawyers.com">rphelps@elderlawyers.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black">Web Site:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Times New Roman","serif";color:black"><a href="http://www.elderlawyers.com/">www.elderlawyers.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Lucida Calligraphy"">Very Truly Yours,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Lucida Calligraphy""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Lucida Calligraphy"">Val<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Valerie O. Ohlstrom<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">Ohlstrom Law Office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><a href="mailto:vohlstrom@comcast.net"><span style="color:windowtext">valerie@ohlstromlaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><a href="http://www.ohlstromlaw.com/"><span style="color:windowtext">www.ohlstromlaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">(425) 881-5251<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Lisa Schuchman<br>
<b>Sent:</b> Wednesday, January 21, 2015 11:21 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Los Angeles referral needed<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif"">Hi, all,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif"">A client who lives in Seattle has an aunt in LA. The aunt is old but generally mentally competent and lives in an assisted living facility. She has three living relatives,
including my Seattle client and two WA step-relatives. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif"">She has a financial planner who has connected her with an accountant and an attorney (who are married to each other). The planner is now her AIF for finances and the accountant
is her AIF for health care. I assume, but don’t know for sure, that the attorney-spouse made this happen. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif"">My client would like to talk to an attorney in LA about checking into the legitimacy of this arrangement and possibly changing the AIF to relatives. She will travel to LA to
meet with someone. In case it helps, the aunt’s zip code is 90041. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif"">Thanks.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif";color:black">Lisa E. Schuchman<br>
206-325-2801<br>
<a href="http://www.lisaschuchman.com/" target="_blank">www.lisaschuchman.com</a><br>
<br>
I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif";color:black"> </span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif";color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email
address is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif";color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties
under the Internal Revenue Code.</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:24.0pt;font-family:Webdings;color:green">P</span><span style="font-size:10.0pt;font-family:"Arial Narrow","sans-serif";color:green">
</span><b><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#008100">Please consider the trees before printing this document</span></b><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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