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.