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Afterthought: Your client will asked if you prepped the client for the interview. Another delicate area.</div>
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Bruce</div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Paul Neumiller <pneumiller@hotmail.com><br>
<b>Sent:</b> Thursday, August 17, 2023 11:01 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Eminent Adult Protective Services Visit</font>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif">I specifically make it clear to both client and new wife that I only represent the client.
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<p class="x_MsoNormal"><b><span style="">From:</span></b><span style=""> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Philip N. Jones<br>
<b>Sent:</b> Thursday, August 17, 2023 10:53 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Eminent Adult Protective Services Visit</span></p>
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<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">That’s a tough question.</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">If you are not in the room, your client might say something odd.</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">If you are in the room, APS might think you are a Svengali working on behalf of the evil wife.</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">Perhaps you should talk to the APS person first and get a sense of how professional/reasonable the APS person is. If they seem OK, stay out.
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<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">Very hard to say.</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">Do you also represent the wife? I hope not.</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">Phil Jones</span></p>
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<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">Philip N. Jones</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">Duffy Kekel LLP</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">Portland, OR 97204</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a></span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">(503) 226-1371 – office</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">(503) 853-1482 – cell</span></p>
<p class="x_MsoNormal"><span style="font-size:14.0pt; font-family:"Times New Roman",serif">(503) 226-3574 - fax</span></p>
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<p class="x_MsoNormal"><b><span style="">From:</span></b><span style=""> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Paul Neumiller<br>
<b>Sent:</b> Thursday, August 17, 2023 10:37 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Eminent Adult Protective Services Visit</span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif">Listmates: Waaaay out of my wheel house. Recently remarried elderly client meets with me to change his estate planning. He wants to provide for his new wife (not everything,
just a portion of his estate). Adult children from a previous marriage (and trust babies) from CA have called the local Adult Protective Services and APS want to talk to my client (APS left a business card on my client’s front door last night). Trust babies
have an attorney in CA who argues to me that some documents are forged and that my client is senile and that the new wife is taking advantage of my client. I personally feel the client is competent. My initial reaction is for the client to meet with APS
and answer whatever questions APS has. APS will probably want to interview my client without the new spouse in the room. Should I be in the room?
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