• Simulcast
  • Webcast

Drafting and Using POAs 2022

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Registration Options

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TypeTitleStartEndCLEPrice
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland County Bar Association
100 North Maple Ave., Greensburg PA, 15601
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Lancaster
Lancaster County Bar Association
28 East Orange Street, Lancaster PA, 17602
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Lebanon
Lebanon County Bar Association
1150 Chestnut St., Ste. 2, Fritz Leiss Carpet Bldg., Lebanon PA, 17042
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
CLE 2 sub/1 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast

STARTWed., Feb. 23, 2022
9:00 AM
ENDWed., Feb. 23, 2022
12:15 PM
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.
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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