Powers of Appointment: A Useful Estate Planning Tool

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TypeTitleStartEndCLEPrice
On-Demand Video
Online
---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00
Video Replay - Erie
Erie County Bar Association
429 West 6th Street, Erie PA, 16507
STARTTue., Jun. 05, 2018
9:00 AM
ENDTue., Jun. 05, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Video Replay - Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Jun. 05, 2018
1:30 PM
ENDTue., Jun. 05, 2018
4:30 PM
CLE 3 sub/0 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. 07, 2018
9:00 AM
ENDThu., Jun. 07, 2018
12:00 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

One of the most valuable, but also most underutilized, estate planning tools is the power of appointment. They allow the holder to appoint property held in Trust to a specified group of individuals or organizations.
Powers of appointment can add a great deal of flexibility to an estate plan. However, in the case of any power of appointment, the creation and manner of exercise is critical.

You will learn about:

  • The recent addition of Chapter 76 to the Probate, Estate & Fiduciaries Code
  • The advantages and disadvantages of Powers of Appointment
  • General powers and special/limited powers of appointment
  • The practical uses of a Power of Appointment
  • Proper exercise of a Power of Appointment

Recorded during a live webcast in March, 2018.

Faculty

NameFirm/Company
Lisa A. Shearman Esq. Semanoff Ormsby Greenberg & Torchia, LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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