• On-Demand Video

Drafting and Using POAs 2020

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On-Demand Video

---------- CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00


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.

Topics include:

Financial Powers of Attorney:

Relevant Statutes and Legislation 
Execution of Financial Power of Attorney and Formalities for Execution
“Hot Powers”
Duty of an agent
Third party acceptance
And more!

Health Care Powers of Attorney
Living wills
Out-of-Hospital Do-Not-Resuscitate Orders (OOH- DNR)
Mental Health declarations
Mental Health POAs
Sample forms
And more!

Ethical Considerations
The basics
Diligence and care
Fee issues
Conflicts of interest
And more!

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.

Recorded live in August 2020.

Practice Areas


Mary Jo Corsetti Esq. Williams Coulson Johnson Lloyd Parker & Tedesco, LLC
Melissa L. Dougherty Esq. Dentons
Samuel J. Goncz Esq. Dentons
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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