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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Brent:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">The problem is that current Medicaid rules do not allow for compensation of power of attorney from the principal’s income. As such, in order to get a professional
fiduciary to take the position, you will likely need a guardian (and in 2021, a conservator).
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">To take the load off in the meantime, most facilities will agree to become rep payee for Social Security and will hold the monthly personal needs allowance
in a trust account for the client. This would lessen the load that the existing POA has in managing the finances, essentially making the POA just for healthcare, unless of the course the POA wants to remain in charge.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Lyon, Weigand & Gustafson, P.S.
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P.O. Box 1689 <br>
Yakima, Washington 98907 <br>
Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 <o:p></o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">NOTICES:<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Confidentiality:
</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">This e-mail transmission may contain information which is protected by attorney-client, work product and/or other privileges. If you are not the intended recipient, you
are hereby notified that any disclosure, or taking of any action in reliance on the contents, is strictly prohibited. If you have received this transmission in error, please contact us immediately and return the e-mail to us by choosing Reply (or the corresponding
function on your e-mail system) and then deleting the e-mail.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<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>Brent Williams-Ruth<br>
<b>Sent:</b> Wednesday, January 22, 2020 2:44 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Fiduciary Referral<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Greetings Hive Mind of Knowledge and Resources:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Need to find a recommendation to be the fiduciary for a woman who is not well, still cognizant enough to execute a new POA (as her old POA-Agent is needing to relinquish her duties). <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Here is the basic run down: Principal is 64/65, some mental health issues, but not to level of needing a guardian. Looking for someone to ensure that the SS check has arrived, pay monthly bills.
The existing Agent is looking to plan ahead so this person won't be left in a dire situation if they pass. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Principal is on medicaid so resources are limited. Principal is in a facility in Auburn. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Appreciate any referrals. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Thank you!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Brent<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
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<p><b>Brent Williams-Ruth</b> <br>
<i>Attorney-At-Law</i><o:p></o:p></p>
<p><b>Law Offices of Brent Williams-Ruth, </b><b><span style="font-size:7.5pt">a division of BWR Consulting, PLLC</span></b><o:p></o:p></p>
<p>Office/Scheduling Phone:<span style="color:#004080"> </span>(425) 830-5134<o:p></o:p></p>
<p>Direct Mobile: (206) 889-7919<o:p></o:p></p>
<p><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.Williams-RuthLaw.com/" target="_blank">website</a> /<span style="font-size:9.5pt"> </span><a href="http://www.facebook.com/bwrconsults" target="_blank"><span style="font-size:9.5pt">facebook</span></a><span style="font-size:9.5pt"> / </span><o:p></o:p></p>
<p><b><span style="font-size:9.5pt;color:red;background:white">As of July 1, 2019 - I began operating as the Law Offices of Brent Williams-Ruth a division of BWR Consulting, PLLC. Please note the new points of contact Brent@Williams-RuthLaw.com and
<a href="http://www.Williams-RuthLaw.com" target="_blank">www.Williams-RuthLaw.com</a> </span></b><o:p></o:p></p>
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