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how do you talk to an elderlaw attorney?

l7pla1w2
l7pla1w2 Member Posts: 363
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I'm in the beginning stages of talking to a (not officially certified) elderlaw attorney. We already have wills, health care proxies, etc., but I wanted another pair of eyes to see whether we missed something.

Here's my problem. DW has anosognosia and gets angry at any suggestion that she has a problem. How can I discuss topics in her presence that might involve DW's incapacitation?

The attorney I've contacted said this:

I can also just meet with you, and we can discuss realities more frankly.
However, once I meet with you alone, I really will not be in the position of also representing [DW], unless I disclose to her that I had met with you previously. I recognize that this puts you in a bad spot but I am ethically required to disclose communications to both spouses if I represent both spouses.

I'm looking for advice. Thanks.

Comments

  • M1
    M1 Member Posts: 6,788
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    I might flat ask him outright how much experience he has dealing with dementia cases.

  • concerned_sister
    concerned_sister Member Posts: 425
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    Here was my experience. We mentioned the current diagnosis, and that we wanted to talk about scenarios that might happen in the future. DB in part spoke for himself, and as agreed to ahead of time I spoke for him when he got tongue tied. Our CELA had an opportunity to observe for herself some of DB's deficits. Be warned, as I was, that our PWD can showtime in front of the lawyer. DB is open to discussing what may happen in the future and the impact it could have on his wife. With that tense he is not defensive. Am I correct that DW is aware of the diagnosis, just not percieving any impacts…yet?

  • Kibbee
    Kibbee Member Posts: 229
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    Back in 2018, DH and I together went to an attorney (she was not an CELA) and had our Trust, Wills, HPOA and FPOA set up. Recently I decided it would be good to consult a CELA for a review of those documents. I interviewed three CELAs before I selected one to work with. I did all the interviews on my own, DH was not present. Not a single one of the CELAs I interviewed seemed to find anything unusual with that, or suggested I include DH in our meetings. The only time I did bring DH to an appointment was when he had to sign an updated FPOA.

  • wose
    wose Member Posts: 366
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    In our case, I felt it was necessary to be as upfront as possible with my DH. I have no children but he does. And to make it more difficult, one of his children is a drug addict and has been in prison. I treaded lightly and directed all my questions with me being the disabled one. I spoke to the CELA and he was aware it was DH with the problem and went along. He made it known though, that DH would be told all the legal details and it worked cause DH didn’t remember. I introduced each scenario with me being the one who needed care. I would say “with my bad eyesight or bum knees, how can we protect our assets”. Every case and person is different, but because he has children I felt he needed to be included in the decision making, even though it was me making those decisions. And in the end, I feel better that our house will be in an irrevocable trust for them to have and not the state. Little ( or perhaps big ) fiblets need to be intertwined with the truth to protect everyone involved. Keep in mind though, that in the end in my case, I think he caught on and his mistrust of me was heightened even though everything I did was for his benefit. It is true that lawyers have to disclose all info to both spouses, a CELA is just a bit more savvy in doing this, I think. As a side note, I too had previous documents like wills, poa’s and health directives from another attorney that my CELA said would not hold up under scrutiny, so all of those documents were redone too. 💜

  • l7pla1w2
    l7pla1w2 Member Posts: 363
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    DW and I can certainly meet with the attorney, and I can probably come up with a reasonable explanation. I have already given the attorney DW's dementia background. So the attorney can review our existing documents and recommend changes as needed. However, it will get sticky when it comes to talking about health care proxies. DW would be pretty useless in that capacity for me, but how can I handle that without major anger? ("I can do that. Why are you choosing someone else?") That's the point where I wanted to talk to the attorney privately, but she says she would have to inform DW.

    I guess I will meet with the attorney with DW and see where that leaves us.

  • Druidenio
    Druidenio Member Posts: 1
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    I usually just jot down my main worries beforehand and lead with those, even if they feel messy. Most elderlaw folks are used to sorting through half-formed questions. I’ve done the same with a https://johngrassolaw.com/ for a family issue, and being upfront about what I knew, what I didn’t, and what I was scared of made the whole chat smoother. You don’t need polished info, just honest details.
  • BPS
    BPS Member Posts: 447
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    A lot depends on how far along your spouse is. I went to an elder law attorney to make some changes in our wills and my DPOA. He said that I couldn't change her will and that she was to far along to sign legal papers, so I made changes in my papers and she didn't need to be involved in any of it since she couldn't sign anything. Now her will and mine are not the same but the differences are that that major. The one big thing I did was to have my estate (half of what we have) go into a special needs trust for her to be set up at the time of my death if I die first. Then she will qualify for medicaid and there will still be a little left for the heirs if I die before we are broke.

  • Timmyd
    Timmyd Member Posts: 324
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    You should be able to change any documents specific to you (Power of Attorney, Medical Power of Attorney, etc) without the consent or involvement of your spouse. At least in Texas you can. I would just complete the review without DW and wait until you have identified a specific need for her to be involved before deciding how to do so. Is it possible the review could conclude no changes are needed requiring her involvement? It sounds like she is going to get upset regardless of which approach so I would get all the details in place of what is to be changed and why she needs to be involved so that you know exactly why you are having to go down the path of involving her.

  • sandwichone123
    sandwichone123 Member Posts: 1,198
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    If you wanted to change POAs or proxies without getting your spouse's attention, you could just write down the person you're designating, rather than saying it out loud, "Oh here, let me write it down for you instead of spelling it out," or "I wrote down all the names and addresses for my POA for you."

  • SDianeL
    SDianeL Member Posts: 3,178
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    Immediately after my husband’s diagnosis I made an appointment with an attorney. I told my DH that we were going to an attorney because we were getting older and we both needed to get paperwork done in case anything happened to either one of us. I never mentioned his dementia to him. I spoke with the attorney before the meeting and explained the situation. He never mentioned my husband’s diagnosis during the meeting. Before the meeting, I asked what info he would need and wrote it down and gave it to the attorney.at the meeting. Less discussion. My husband never questioned it.

  • Jeff H
    Jeff H Member Posts: 127
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    Yes, that's the way to do it. I did the same thing. It went smoothly.

Commonly Used Abbreviations


DH = Dear Husband
DW= Dear Wife, Darling Wife
LO = Loved One
ES = Early Stage
EO = Early Onset
FTD = Frontotemporal Dementia
VD = Vascular Dementia
MC = Memory Care
AL = Assisted Living
POA = Power of Attorney
Read more