This program will provide an in-depth look at financial and health care powers of attorney, including the use of financial powers of attorney in estate planning and lifetime gifting. We will discuss execution formalities and agents' powers, duties and liabilities, and examine sample language when drafting these documents. You will receive practical advice for dealing with financial powers of attorney that pre-date Act 95 of 2014 and explore best practices in the drafting and use of these documents
- Drafting and Using Durable Financial POAs
- Drafting and Using Durable Health Care POAs
- Ethical Considerations
Recorded during a live webcast in September 2018.