<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Helvetica;
panose-1:2 11 6 4 2 2 2 2 2 4;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
@font-face
{font-family:"Lucida Calligraphy";
panose-1:3 1 1 1 1 1 1 1 1 1;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
span.EmailStyle19
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="blue" vlink="purple">
<div class="WordSection1">
<p class="MsoNormal">Does the grandmother fit the definition of vulnerable adult per RCW 74.24.030(22)? If so, report him to Adult Protective Services:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a href="https://www.dshs.wa.gov/altsa/adult-protective-services-report-concerns-about-vulnerable-adults">https://www.dshs.wa.gov/altsa/adult-protective-services-report-concerns-about-vulnerable-adults</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">RCW 74.24.030(22): <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black">(22) "Vulnerable adult" includes a person:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black">(a) Sixty years of age or older who has the functional, mental, or physical inability to care for himself or herself; or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black">(b) Found incapacitated under *chapter <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.88"><b><span style="color:#7DAB8A">11.88</span></b></a> RCW; or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black">(c) Who has a developmental disability as defined under RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=71A.10.020"><b><span style="color:#7DAB8A">71A.10.020</span></b></a>;
or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black">(d) Admitted to any facility; or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black">(e) Receiving services from home health, hospice, or home care agencies licensed or required to be licensed under chapter <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=70.127"><b><span style="color:#7DAB8A">70.127</span></b></a> RCW;
or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black">(f) Receiving services from an individual provider; or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black">(g) Who self-directs his or her own care and receives services from a personal aide under chapter <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=74.39"><b><span style="color:#7DAB8A">74.39</span></b></a> RCW.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="color:black">Best, </span>
<o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black">Candace Wilkerson</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="206" height="61" style="width:2.1458in;height:.6354in" id="_x0000_i1029" src="cid:image001.png@01D6221F.F11C42A0"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Candace Wilkerson<b> |</b> Senior Associate</span><b><span style="font-size:10.0pt;color:red"> </span></b><b><span style="font-size:10.0pt;color:#484848">|
</span></b><span style="font-size:10.0pt;color:black">Wong Fleming </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:#7F7F7F"><img border="0" width="400" height="2" style="width:4.1666in;height:.0208in" id="_x0000_i1028" src="cid:image002.png@01D6221F.F11C42A0"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">10675 Willows Road NE, Suite 250
</span><b><span style="font-size:10.0pt;color:#484848">| </span></b><span style="font-size:10.0pt;color:#484848"> </span><span style="font-size:10.0pt;color:black">Redmond, WA 98052</span><span style="font-size:10.0pt;color:#484848"><br>
</span><span style="font-size:10.0pt;color:black">Phone: 425.869.4040 </span><b><span style="font-size:10.0pt;color:#484848">|</span></b><span style="font-size:10.0pt;color:#484848">
</span><span style="font-size:10.0pt;color:black">Fax: 425.869.4050 <br>
</span><a href="mailto:cwilkerson@wongfleming.com"><span style="font-size:10.0pt">cwilkerson@wongfleming.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:black"><img border="0" width="400" height="2" style="width:4.1666in;height:.0208in" id="_x0000_i1027" src="cid:image002.png@01D6221F.F11C42A0"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#993366"><img border="0" width="118" height="31" style="width:1.2291in;height:.3229in" id="_x0000_i1026" src="cid:image003.png@01D6221F.F11C42A0"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="89" height="88" style="width:.927in;height:.9166in" id="_x0000_i1025" src="cid:image004.jpg@01D6221F.F11C42A0"></span><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:5.0pt"><span style="font-size:8.0pt;color:black">Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers
to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining
a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.
<br>
<br>
IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for
the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:black">THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT
THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Amy Goertz<br>
<b>Sent:</b> Monday, May 4, 2020 2:00 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Pierce County Elder Financial Abuse<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Good afternoon -<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">I have a possible referral in Pierce County, but I am thinking that his first steps would be to contact an agency regarding financial abuse of an elderly person with Alzheimer's.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">The potential client’s father was one of three siblings but committed suicide approximately two years ago. His uncle now holds the Power of Attorney for his grandmother. Uncle just bought brand new cars for himself and his sister and seems
to be spending money left and right. The potential client requested that the uncle give him a little money for his school tuition, which he states Grandmother said she would help with, but Uncle declined. Client also believes that it’s likely that the Uncle
had the grandma sign a new will that omits him.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Any suggestions as to where he can start with an investigation into this? <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Thanks in advance -<o:p></o:p></p>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black"><br>
Amy J. Goertz, J.D.</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Goertz & Lambrecht PLLC</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">1.888.926.2607 phone<br>
1.877.684.1627 fax<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Address for correspondence:<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Additional office locations:<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">510 Bell Street<br>
Edmonds, WA 98020<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Goertz & Lambrecht PLLC<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a><o:p></o:p></span></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</body>
</html>