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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond","serif"">I always do two separate POAs. Often clients have different people for health care and financial AIF, or different backups. I have also done temporary health care POAs for
travelers (including myself), with start and expiration dates. Usually the expiration date is the expected date of return “or on my return, whichever is later.”
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<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>
Happiness is not a goal; it is a by-product. -Eleanor Roosevelt<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">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
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</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>G. (Gus) Benjamin Lindsey III<br>
<b>Sent:</b> Thursday, September 24, 2015 8:47 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Durable Power of Attorney Question<o:p></o:p></span></p>
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<p class="MsoNormal">Good morning,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have a situation in the client is revising current DPOAs, in part because the former agent is no longer in the client’s life. The Client wants an adult child to be the agent/attorney-in-fact for all financial and general matters; however
the client has a traveling companion that the client wants to have a say in the event of a medical emergency. (The companion assists client with taking medication and is informed on client general health/medical issues.)<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">However the client does not want the companion to have any say over client’s finances in the event of incapacity nor does client want the companion to have the ability to spend client’s money, even for medical treatment. It seems like
the client wants the companion to be the “consultant” in terms of medical treatment but nothing else. Client already has a living will/directive to physicians. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I would appreciate any insight from those who have drafted DPOA for a similar situation. It seems that the client changes companions every few years.
<o:p></o:p></p>
<p class="MsoNormal">Also client’s current DPOA is covers both general and health. Any thoughts on the pros/cons of separating these into two DPOAs?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">G. (Gus) Benjamin Lindsey III<o:p></o:p></p>
<p class="MsoNormal">Attorney-at-Law<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The Law Office of G. Benjamin Lindsey III<o:p></o:p></p>
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<p class="MsoNormal">Phone: (425) 263-9585<o:p></o:p></p>
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<p class="MsoNormal">website: <a href="http://www.gbl3law.com/">www.gbl3law.com</a><o:p></o:p></p>
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