<div dir="ltr">Michael, <div><br></div><div>Are neither of them willing to appoint each other as first choice? </div><div><br></div><div>In most cases, spouses are each other's first choice to act under a DPOA. If husband is terminal and has weeks to live, then wife should be appointed as AIF and husband can choose whomever he'd like as second choice/alternate. The alternates for husband and wife do not need to match, however, it makes things easier if they are the same person in case both husband and wife become incapacitated at the same time. </div><div><br></div><div>However, the DPOA will be terminated at the husband's death. So perhaps figuring out if there's anything they need to do now to avoid probate for the husband would be the more pressing issue. </div><div><br></div><div>Hope that helps, </div><div><br>Setareh </div><div><br></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Mon, Apr 24, 2017 at 10:43 AM, Dewey Weddle <span dir="ltr"><<a href="mailto:DWWeddle@msn.com" target="_blank">DWWeddle@msn.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><u></u>
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<div>Michael,</div>
<div> </div>
<div>Unless I am missing something, each of them is permitted to designate whomever he or she wants as his or her agent.
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<div> </div>
<div>In the typical scenario you describe, the spouses name each other as agent and then one of the adult children as first alternate. Husband can name daughter to serve as his agent if wife cannot do so (because of her death or incapacity). Wife can name son
to serve as her agent if husband cannot do so (because of his death or incapacity). They do not have to agree on each other's choice as to who would be the first alternate.</div>
<div> </div>
<div>If husband loses contractual capacity, he can not execute a Power of Attorney. If he loses capacity without having named an agent through a DPOA, and something happens that requires someone to act as his legal representative, then guardianship may become
necessary, something that I would think both he and his wife would want to avoid. </div>
<div> </div>
<div>Given husband's prognosis, it may be that time will solve your problem. </div>
<div> </div>
<div>Best regards,</div>
<div> </div>
<div>Dewey W. Weddle</div>
<div> </div>
<div>Law Office of Dewey W. Weddle, PLLC<br>
909 Seventh Street<br>
Anacortes, WA 98221</div>
<div> </div>
<div>Telephone: <a href="tel:(360)%20293-3600" value="+13602933600" target="_blank">360-293-3600</a><br>
Fax <a href="tel:(360)%20293-3700" value="+13602933700" target="_blank">360-293-3700</a></div>
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<b>From:</b> <a title="mailto:nwstrategyandplanning@outlook.com" href="mailto:nwstrategyandplanning@outlook.com" target="_blank">
Michael Geoghegan</a> </div>
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<b>To:</b> <a title="mailto:wsbapt@lists.wsbarppt.com" href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">
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<b>Sent:</b> Friday, April 21, 2017 4:39 PM</div>
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<b>Subject:</b> [WSBAPT] Husband and wife refuse to agree on POA Agent</div>
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<p><span style="font-family:Helvetica,sans-serif;font-size:12pt">Hi All,</span><br>
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<p>I am representing an elderly couple in what should be a simple matter -- executing power of attorney for assets. They need immediate help paying bills. Husband is diagnosed with a terminal illness with only a few months (weeks?) to live.
<span style="font-family:Helvetica,sans-serif;font-size:16px">It's unclear how much longer the husband will retain capacity to make decisions.</span></p>
<p><br>
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<p>The issue is that husband only wants their daughter to serve as Agent; wife only wants their son to serve as Agent. To date, there has been no willingness to compromise on either side. </p>
<p><br>
</p>
<p>My question:</p>
<p><br>
</p>
<p>What happens if husband loses capacity without executing a POA and wife unilaterally designates a POA Agent to act on her behalf? (My instinct says it would be a mess but I'd like to be able to counsel them on the implications of various scenarios.)</p>
<p><br>
</p>
<p>Thanks,</p>
<p>Michael </p>
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<p><span style="font-size:10pt">Michael Geoghegan<br>
Northwest Strategy and Planning, PLLC<br>
t: <a href="tel:(206)%20353-5592" value="+12063535592" target="_blank">206.353.5592</a><br>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Best regards, </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Setareh Mahmoodi </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Attorney at Law </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">18222 104th Ave NE, Suite 103</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Bothell, WA 98011</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Phone: 425-806-1500</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Cell: 206-683-1006 <br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Fax: 425-489-4142 (Please email documents if at all possible) </span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">Website: </span></b><span style="font-size:13.3333px"><b><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></b></span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10pt"> This email message and any attachments is a transmission from the law firm and is intended for the </span><span style="font-size:13.3333px">recipient</span><span style="font-size:10pt"> only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><span style="font-size:10pt">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
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