Top Tips to Prevent Power of Attorney Abuse

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TypeTitleStartEndCLEPrice
On-Demand Video
Online
---------- CLE 1 sub/0 eth PRICE Regular: $79.00
New Attorney: $40.00
Subscribers Pay: $0.00

About

Help your clients get it right from the start, and avoid needless problems later on. Whether your client is the Principal or agent or relative, Tim, an experienced fiduciary litigator, shares his experience from cases that went wrong. This course is valuable to estate planners with any level of experience, as well as to lawyers who deal with their own family POAs. Complimentary to Tim’s course, “Beware the POA,” this one hour seminar runs through the early steps of correctly preparing a POA, with an eye to the future. Tim’s short Executive Summary is a great take-away, in addition to his slides which are chock-full of law, procedure and common sense. Invest just an hour, and know you are doing it right.
-tailoring the Principal’s needs to his/her goals
-reviewing the law with the Principal if he/she is your client
-selecting witnesses and notaries
- helping your Principal client select the right person or entity as Agent; understanding duties and options
-knowing how, when and what to discuss with the Agent if you represent the Principal
-looking for conflicts; who do you wish to represent; who else will you talk to, and why
-searching for intra-family differences that might harm the Agent
- explaining the value of a trusted non-family Agent
-retaining the original POA: who should have it, and when
-gift-giving ability of the Agent
-standing for a third party reviewer

Faculty

NameFirm/Company
Timothy J. Holman Esq. Smith Kane Holman LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
10300