[WSBARP] Client needs a POA, but will be splitting time between WA and FL

Dave Culbertson dculbertson at culbertsonlawoffice.com
Thu Oct 27 15:54:46 PDT 2022


Hello, Listmates.

The fact pattern mostly fit into the subject line. Client is advanced in years, wishes a younger relative to help her manage her financial affairs. Will create a POA here in WA, where there is signinficant real and personal property. But will be traveling to and staying in Florida, where there is also real and personal property, for significant lengths of time during a given year.

Leaving aside the inherent issues of granting power to another person, my focus is on how her presence and property in different jurisdictions will complicate things. Any suggestions or comments from the Brain Trust to forestall legal problems (as mucha as possible, anyway)?



Best Regards,

Dave Culbertson

The Law Office of Davisson Culbertson
PO 20403
Seattle, WA 98102

Phone: (206) 478-8134
FAX: (866) 867-7796
dculbertson at culbertsonlawoffice.com<mailto:dculbertson at culbertsonlawoffice.com>



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