A fellow Rotarian was showing increasing signs of dementia, along with his wife. He had sizable assets at risk because of his failing memory, his susceptibility to scams, and increasing family friction.

Lee physically carried him into local attorney’s office and oversaw the creation of a trust to protect assets, just before he was officially declared incompetent. In addition, Lee went to his house multiple times to bring order to bills, finances, home health care, and family relations. Eventually Lee was able to protect the assets, increase family cooperation, facilitate VA benefits, and have the client and his wife placed in the full time care facility they desperately needed.