• On-Demand Video

Powers of Appointment: A Useful Estate Planning Tool

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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.

Practice Areas


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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