From The Certified Elder Law Attorney's Desk:

William W. “Bill” Erhart

But What if Someone Just Needs Help?
Who Is a Supporter?

Jimmy has a learning disability. He is 45 years old. He works. He cannot drive. He has a bank account. He has a 401k. He lives in an apartment by himself. His mother left him a trust. His trustee is his uncle who lives out of state.

A friend of the family checks on Jimmy a couple times a week. She drives him to the doctor for appointments. She reviews his bank statements with him. She calls the landlord on his behalf.

She took Jimmy to the bank, as there was a question about a charge. The bank will not speak to the friend over the telephone. The bank officer was cautious about the friend being at the bank with Jimmy and will not speak to them together...

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