BobKamman
Level 15
yesterday
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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?