You represent Harold and Maude, ages 85 and 83 respectively. You have prepared t
ID: 369150 • Letter: Y
Question
You represent Harold and Maude, ages 85 and 83 respectively. You have prepared their estate plans. Each plan includes a durable power of attorney, health care proxy and will, in which they each name each other as their agent or executor. In addition, each plan names their only child, Marsha, as their alternate agent or executor. Marsha, age 53, comes to you with her husband, Max, age 56, asking that you prepare their estate plans. Marsha and Max have two children ages 22 and 25.
How do you respond to Marsha and Max’s request for your representation?
Explanation / Answer
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Estate plans representation:
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