• Live In-Person
  • Webcast

Drafting and Using POAs 2020

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTThu., Aug. 13, 2020
9:00 AM
ENDThu., Aug. 13, 2020
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTTue., Aug. 11, 2020
9:00 AM
ENDTue., Aug. 11, 2020
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTTue., Aug. 04, 2020
9:00 AM
ENDTue., Aug. 04, 2020
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
Subject to distance education credit limit
STARTTue., Aug. 11, 2020
9:00 AM
ENDTue., Aug. 11, 2020
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00

About

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 and explore best practices in the drafting and use of these documents.

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.

Practice Areas

Faculty

NameFirm/Company
William R. Church Esq. Keefer Wood Allen & Rahal LLP
Mary Jo Corsetti Esq. Williams Coulson Johnson Lloyd Parker & Tedesco, LLC
Melissa L. Dougherty Esq. Dentons Cohen & Grigsby, P.C.
Samuel J. Goncz Esq. Dentons Cohen & Grigsby, P.C.
Chari A. Maddren Esq., CELA Anderson Elder Law
Vicky Ann Trimmer Esq., CPA Daley Zucker Meilton & Miner LLC
Steven M. Zelinger Esq. Law Office of Steven M. Zelinger, LLC
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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