George4Tacks
Level 15
12-07-2019
11:06 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hopefully the client has a durable power of attorney. This allows someone to make medical decisions.
Do they have a living trust? If so, it generally will name a trustee to take over when the client is unable to make their own decisions. Talk with the client and find out who they trust to take care of things and encourage them to get in touch with an attorney to get things in order. Possibly have the court assign a conservator.
Like @itonewbie said, IRS 8851 if it is just to receive information.
@abctax55 suggests 2848 so someone can actually sign returns and act in their place for tax matters.
Here's wishing you many Happy Returns
Do they have a living trust? If so, it generally will name a trustee to take over when the client is unable to make their own decisions. Talk with the client and find out who they trust to take care of things and encourage them to get in touch with an attorney to get things in order. Possibly have the court assign a conservator.
Like @itonewbie said, IRS 8851 if it is just to receive information.
@abctax55 suggests 2848 so someone can actually sign returns and act in their place for tax matters.
Here's wishing you many Happy Returns
