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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Always like to keep my audience riveted! </span><span style='font-family:Wingdings;color:#1F497D'>J</span><span style='color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Thanks for the input Heather. You have given me some good points to consider, especially about the companion as backup for those cases in which they are traveling.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Sincerely,<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>G. (Gus) Benjamin Lindsey III<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Attorney-at-Law<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><img width=120 height=99 id="_x0000_i1028" src="cid:image001.png@01D0F6B0.00A6C1F0"><o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>The Law Office of G. Benjamin Lindsey III<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>2012 Grade Road, Suite 202<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Lake Stevens, WA 98258<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'> <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Phone: (425) 263-9585<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>website: <a href="http://www.gbl3law.com/"><span style='color:blue'>www.gbl3law.com</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Employment/Labor Law Construction Law Civil Litigation Estate Planning Probate <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Business Law<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>CONFIDENTIALITY NOTE: This e-mail message contains information belonging to The Law Office of G. Benjamin Lindsey III, which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please contact the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><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>Heather deVrieze<br><b>Sent:</b> Thursday, September 24, 2015 9:42 AM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Durable Power of Attorney Question<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>A meaty question for first thing Thursday.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>I generally separate medical and general powers of attorney for exactly the reasons you describe. Those who might share values and be good medical decision makers are not always the ones good with money.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>I would consider making the adult child first choice, but add companion as a back-up in the event of unavailability of the first named agent, might even go so far as to indicate that “such unavailability as might occur when I am travelling outside the state of Washington with Backup”. An alternate option would be naming adult child and/or companion to serve jointly or individually, but this would require explaining the problems that would arise if they did not agree.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>As for the prior response, about codicils and whether something similar exists for a durable power of attorney, I would expect that the principal can do whatever they want, to the point of executing (with all the same formality) an amendment to the POA revoking only the parts of the prior document that are relevant and identifying the substituting language, designation, etc. HOWEVER, as a general rule, I avoid codicils where the document can be easily re-drafted. I think the confusion that can arise, the possibility of errors and the hassle factor dictate one document to do one job over multiple documents to do one job, or one document to do multiple jobs. If I have a client making minor changes to a controversial Will, I might utilize a codicil. If I can simply pull the document up in my computer and type in a couple quick changes and execute a new complete original, that is often going to serve the client better.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Heather<o:p></o:p></span></p><div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D'>Heather S. de Vrieze</span><b><span style='font-size:16.0pt;color:#1F497D'><br></span></b><i><span style='font-family:"Garamond","serif";color:#1F497D'>Attorney-at-Law<o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-family:"Garamond","serif";color:#1F497D'><img border=0 width=264 height=147 id="_x0000_i1025" src="cid:image004.jpg@01D0F6B0.00A6C1F0" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style='font-size:12.0pt;font-family:"Garamond","serif";color:#1F497D'><o:p></o:p></span></i></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>3909 California Avenue SW<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>Seattle, WA 98116-3705 <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>(206)938-5500 <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><a href="mailto:heatherd@westseattlelaw.com"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>heatherd@westseattlelaw.com</span></a></span><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><a href="http://www.westseattlelaw.com/"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>www.westseattlelaw.com</span></a></span><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-family:Nyala;color:#44524E'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Arial","sans-serif";color:#002E8A'>Click here to connect with de Vrieze | Carney on Facebook: </span><span style='color:#1F497D'> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style='text-decoration:none'><img border=0 width=100 height=30 id="Picture_x0020_1" src="cid:image005.png@01D0F6B0.00A6C1F0" alt="FB Logo"></span></b></a><span style='font-family:Nyala;color:#44524E'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt;color:#A6A6A6'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt;color:#A6A6A6'>CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.</span><span style='font-size:16.0pt;font-family:"Cambria","serif";color:blue'><o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> <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>G. (Gus) Benjamin Lindsey III<br><b>Sent:</b> Thursday, September 24, 2015 8:47 AM<br><b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br><b>Subject:</b> [WSBAPT] Durable Power of Attorney Question<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><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><p class=MsoNormal><img border=0 width=120 height=99 id="Picture_x0020_3" src="cid:image006.png@01D0F6B0.00A6C1F0"><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>The Law Office of G. Benjamin Lindsey III<o:p></o:p></p><p class=MsoNormal>2012 Grade Road, Suite 202<o:p></o:p></p><p class=MsoNormal>Lake Stevens, WA 98258<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Phone: (425) 263-9585<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>website: <a href="http://www.gbl3law.com/">www.gbl3law.com</a><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Employment/Labor Law Construction Law Civil Litigation Estate Planning Probate <o:p></o:p></p><p class=MsoNormal>Business Law<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>CONFIDENTIALITY NOTE: This e-mail message contains information belonging to The Law Office of G. Benjamin Lindsey III, which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please contact the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>