dkh
Level 15

I don't think the grandson is oblivious. I'm getting more of vibe that the client is a burden he's stuck dealing with.  I want to talk with someone that is going to give a hoot. 

This client is so kind.  Always calls me friend.  Sends me Christmas cards.  Yes, Ironman, it hurts to see the decline.

The ethical side of talking to family was a concern.   Thanks sjrcpa.     CGMC- right!

qbteachmt -  I like the "special team" idea.  We do have a COA in our county.

Thanks everyone.