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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">An MD with a long medical history (knows him personally over time) is very good. If no history, then an MD who is briefed as to the legal standards or a PhD who testifies
in capacity proceedings.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Lots of witnesses are good. His accountant, financial planner or stock broker, friends, the more witnesses that can testify, the better. Some families are taciturn about their
estate plans. He should open up and explains his motives to all of these witnesses. Many witnesses and make sure that you can lay a foundation to overcome all of the objections when offered into evidence at trial.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> -Bruce Moen<o:p></o:p></span></p>
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<b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;position:relative;top:0pt;mso-text-raise:0pt">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;position:relative;top:0pt;mso-text-raise:0pt"> wsbapt-bounces@lists.wsbarppt.com
<wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Ryan P. Coon<br>
<b>Sent:</b> Monday, July 19, 2021 3:39 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Medical Evaluations of Testamentary Capacity<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p>Listmates,<span style="font-size:11.0pt"><o:p></o:p></span></p>
<p>I am in need of a little guidance regarding medical evaluations of testamentary capacity. I have a client who anticipates a will dispute after death (had a stroke, now wants a Will leaving nothing to kids, instead leaving estate to siblings, grandkids, and
new spouse).<o:p></o:p></p>
<p>My question is two-fold. First, any particular set of medical credentials better than another when assessing testamentary capacity? I assume MD as opposed to NP or PA but beyond that I don't know. Is a General Practitioner fine or should we be looking for
something more specialized?<o:p></o:p></p>
<p>Second, I plan on writing a letter to the assessing medical professional outlining the situation and the general requirements for testamentary capacity but I'm wondering if anyone knows of a good standardized test/assessment of testamentary capacity that
works well for this type of situation. If so could you please point me in the right direction here.<o:p></o:p></p>
<p>Thank you for any help that you can offer.<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Very Truly Yours,<o:p></o:p></p>
<p class="MsoNormal">Ryan P. Coon<o:p></o:p></p>
<p class="MsoNormal">Law Office of Cole & Gilday, P.C. <o:p></o:p></p>
<p class="MsoNormal"><i> </i><o:p></o:p></p>
<p class="MsoNormal">10101 - 270th St. NW <o:p></o:p></p>
<p class="MsoNormal">Stanwood, WA 98292 <o:p></o:p></p>
<p class="MsoNormal">(360) 629-2900 (Telephone) <o:p></o:p></p>
<p class="MsoNormal">(360) 629-0220 (Fax) <o:p></o:p></p>
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