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<p class="MsoNormal">Which reminds me: I doubt that very many clients understand complex wills, or even simple wills. What is our obligation to ensure such understanding?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> 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 5:44 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Eminent Adult Protective Services Visit<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">A video is a very risky proposition. It could easily backfire. If the client is competent, it isn’t needed. If the client is less than competent, anything could happen. <o:p></o:p></p>
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<p class="MsoNormal">Phil Jones<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Get <a href="https://aka.ms/o0ukef">Outlook for iOS</a><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<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>> on behalf of Rebecca King <<a href="mailto:rebecca@nwelg.com">rebecca@nwelg.com</a>><br>
<b>Sent:</b> Thursday, August 17, 2023 4:40:41 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Eminent Adult Protective Services Visit</span> <o:p>
</o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="xmsonormal">Your client also has the right to not participate in the interview. From the Washington Law Help website (<a href="https://www.washingtonlawhelp.org/resource/aps-investigations-and-findings#:~:text=An%20APS%20investigator%20will%20make,bank%20and%20other%20financial%20documents">https://www.washingtonlawhelp.org/resource/aps-investigations-and-findings#:~:text=An%20APS%20investigator%20will%20make,bank%20and%20other%20financial%20documents</a>):<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><img border="0" width="872" height="379" style="width:9.0833in;height:3.9464in" id="x_Picture_x0020_4" src="cid:image001.png@01D9D1AF.70CD3940"><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
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<p class="xmsonormal" style="text-autospace:none">Warmest regards,<o:p></o:p></p>
<p class="xmsonormal" style="text-autospace:none"><span style="font-size:14.0pt;font-family:"Script MT Bold";color:black">Rebecca King</span><o:p></o:p></p>
<p class="xmsonormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Book Antiqua",serif;color:black">Attorney</span><o:p></o:p></p>
<p class="xmsonormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Book Antiqua",serif;color:black"> </span><o:p></o:p></p>
<p class="xmsonormal" style="text-autospace:none"><b><span style="color:black">Northwest Elder Law Group</span></b><o:p></o:p></p>
<p class="xmsonormal" style="text-autospace:none"><span style="color:black">2150 N. 107<sup>th</sup> Street, Suite 501</span><o:p></o:p></p>
<p class="xmsonormal" style="text-autospace:none"><span style="color:black">Seattle, WA 98133</span><o:p></o:p></p>
<p class="xmsonormal" style="text-autospace:none"><span style="color:black">Main: (206) 937-6102</span><o:p></o:p></p>
<p class="xmsonormal" style="text-autospace:none"><span style="color:black">Direct Line and Fax: (206) 866-6544</span><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><i><span style="font-family:"Book Antiqua",serif;color:black">Providing Services in Elder Law</span></i><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:8.0pt;font-family:"Book Antiqua",serif;color:black">CONFIDENTIALITY NOTICE: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged
information protected by law. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.</span><o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
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<p class="xmsonormal"><b>From:</b> <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 4:24 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Eminent Adult Protective Services Visit<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Got it. Thank you.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><a name="x_Paul_A__Neumiller3"><img border="0" width="250" height="150" style="width:2.6011in;height:1.5595in" id="x__x005f_x0000_i1027" src="cid:image002.jpg@01D9D1AF.70CD3940"></a><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><b>From:</b> <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>Philip N. Jones<br>
<b>Sent:</b> Thursday, August 17, 2023 2:23 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Eminent Adult Protective Services Visit<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">More than ten years ago, Jim Cartwright and I wrote an article on how to take steps during the planning process to avoid will contests after the client dies. The article
was written under Oregon law, but I believe it is still valid and much of it would apply to the situation described in this string. Here is the link to that article:</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><a href="https://estateplanning.osbar.org/files/2015/05/Est_2011Oct.pdf"><b><span style="color:red">Up Time Technology has detected a possible fraud attempt from "estateplanning.osbar.org" claiming to be</span></b> Est_2011Oct.pdf (osbar.org)</a><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">If the link doesn’t work, just run a search on the Oregon State Bar Estate Planning and Administration Section Newsletter, October 2011 issue. I don’t think you need to
be a member of the OSB to access it.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Phil Jones</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a></span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><b>From:</b> <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 2:07 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Eminent Adult Protective Services Visit<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Thanks to all who respond, on and off-line.
</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><a name="x_Paul_A__Neumiller2"><img border="0" width="250" height="150" style="width:2.6011in;height:1.5595in" id="x_Picture_x0020_2" src="cid:image002.jpg@01D9D1AF.70CD3940"></a><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><b>From:</b> <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>Philip N. Jones<br>
<b>Sent:</b> Thursday, August 17, 2023 10:53 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> Re: [WSBAPT] Eminent Adult Protective Services Visit<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">That’s a tough question.</span><o:p></o:p></p>
<p class="xmsonormal"><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><o:p></o:p></p>
<p class="xmsonormal"><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><o:p></o:p></p>
<p class="xmsonormal"><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.
</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Very hard to say.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Do you also represent the wife? I hope not.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil Jones</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a></span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><b>From:</b> <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<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><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?
</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><a name="x_Paul_A__Neumiller"><img border="0" width="250" height="150" style="width:2.6011in;height:1.5595in" id="x_Picture_x0020_1" src="cid:image002.jpg@01D9D1AF.70CD3940"></a><o:p></o:p></p>
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