BobKamman
Level 15

What @IRonMaN said.  I have an 87-year-old client who was finding it difficult to deal with a tax-related question.  I started putting a lot of time into solving it, before I realized that she has a 65-year-old son who is ready, willing and able to deal with it.  Meanwhile, if you have a client who is a vulnerable adult without family or friends, what is your legal and moral responsibility?