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<p class="MsoNormal">Colleagues,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">A PC contacted me about her grandmother’s estate, which she believed was comprised primarily of real property in Pierce County. Upon reviewing the Auditor’s records, I discovered a TODD that transfers the property to PC’s mom upon grandma’s
death. PC’s mom has advanced Alzheimer’s. The family is concerned that if mom accepts title to the property, it will negatively affect her ability to qualify for Medicaid assistance. I understand that mom can disclaim her interest in grandma’s estate.
If mom disclaims, grandma’s will instructs that her estate be split between PC and her brother. Mom does not have a legal guardian appointed. She signed a durable power of attorney (prior to diagnosis, while she still had capacity) appointing her husband,
PC, and PC’s brothers as attorneys-in-fact. Each attorney-in-fact has authority to act independently of the other two. Assuming the DPOA specifically authorizes an attorney-in-fact to disclaim the principal’s interest in an estate (which I still need to
confirm), would you have any concern over having mom’s husband execute the disclaimer as mom’s attorney-in-fact, so grandma’s estate would transfer to PC and her brother? Mom’s husband doesn’t benefit from the disclaimer so it wouldn’t be a self-interested
transaction.<o:p></o:p></p>
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<p class="MsoNormal">Best regards,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:3.0pt"><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864;mso-ligatures:none">Inge A. Fordham | Attorney</span></b><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black;mso-ligatures:none">Fordham Law, PLLC</span><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black;mso-ligatures:none">3218 Sixth Avenue | Tacoma, WA 98406</span><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black;mso-ligatures:none">Office: (253) 348-2657 | Mobile: (206) 778-3131</span><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black;mso-ligatures:none"><a href="http://www.fordhamlegal.com"><span style="color:#0563C1">www.fordhamlegal.com</span></a></span><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
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