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

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
Timothy A. Hoy Esq. Mette, Evans & Woodside
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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