Dealing with Financial Institutions in Estates & Elder Law

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TypeTitleStartEndCLEPrice
On-Demand Video
Online
---------- CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00
Video Replay - Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTTue., May. 29, 2018
10:00 AM
ENDTue., May. 29, 2018
2:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTTue., Jun. 12, 2018
9:00 AM
ENDTue., Jun. 12, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Easton
Northampton County Bar Association
155 South Ninth Street, Easton PA, 18042-4399
STARTThu., Jun. 07, 2018
9:30 AM
ENDThu., Jun. 07, 2018
1:30 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Lebanon
Lebanon County Bar Association
547 South Tenth St., Lower Level, Lebanon PA, 17042
STARTTue., Jun. 19, 2018
9:15 AM
ENDTue., Jun. 19, 2018
1:15 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTFri., Jun. 08, 2018
9:00 AM
ENDFri., Jun. 08, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTFri., Jun. 29, 2018
9:00 AM
ENDFri., Jun. 29, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Pottsville
Schuylkill County Courthouse Law Library
401 North Second Street, Pottsville PA, 17901
STARTMon., Jun. 18, 2018
9:00 AM
ENDMon., Jun. 18, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTFri., Jun. 08, 2018
9:00 AM
ENDFri., Jun. 08, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Williamsport
Lycoming Law Association
25 W. Third St, Ste 803, Williamsport PA, 17701
STARTThu., Jun. 14, 2018
9:00 AM
ENDThu., Jun. 14, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTTue., Jun. 19, 2018
9:00 AM
ENDTue., Jun. 19, 2018
1:00 PM
CLE 3 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00

About

Even with perfectly executed power of attorney documents, it’s still hard to get banks to honor them.

Learn about the changes to the power of attorney statute and how they affect bank policies and procedures.

Bridge the divide:

Both sides of the issues will be represented
Learn how to understand the needs of the attorney and the financial institution

Identify methods to deal with:

  • Checks payable to trustees and executors in their financial capacities
  • A trust’s authority to borrow money or to mortgage trust property
  • The authority of agents under POAs to act on behalf of trustees and executors in their financial capacities
  • Fiduciaries acting on behalf of business owners
  • When a new tax identification number is needed
  • Changes in the law governing agents
  • And more!

Recorded during a live webcast in April, 2018.

Faculty

NameFirm/Company
Craig Allen Hatch Esq. Halbruner Hatch & Guise LLP
Kevin J. Hayes Esq.
Timothy A. Hoy Esq. Mette, Evans & Woodside
James J. Ruggiero Esq. Ruggiero Law Offices LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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