• On-Demand Video

Drafting and Using POAs 2022

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TypeTitleStartEndCLEPrice
On-Demand Video

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

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.

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
  • Confidentiality
  • 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 in February 2022.

Practice Areas

Faculty

NameFirm/Company
Mary Jo Corsetti Esq. Williams Coulson Johnson Lloyd Parker & Tedesco, LLC
Samuel J. Goncz Esq. Dentons Cohen & Grigsby, P.C.
Nicole L. Phatak Esq. Clark Hill PLC (Pgh)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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