My client's mother has dementia, and the father is deceased as of January 2021. My client has POA and Rep Payee status for her mother but I am still uncertain which form to fill out to recognize her status. Also, how do you update identifying information for her parents in such a situation?
Thank you to all those who are so willing to share their expertise!
Solved! Go to Solution.
Did you need this:
You used the word "her" often, but there is Mother and your client. The "her" and your question is for the client, filing 2020 for her mother and father? There would be no POA for Father; who is handling that estate?
"Level Up" is a gaming function, not a real life function.
The daughter is handling the estate. So the daughter has POA and Rep Payee status for Mom, but for her father she was the co-trustee of his trust. The trust was fairly recently created and she said it had not yet been registered.
Will it be a red flag that she has different statuses for each parent?