• On-Demand Video

Dealing with Financial Institutions in Estates and Elder Law 2022

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On-Demand Video

---------- CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
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Even with perfectly executed power of attorney documents, it’s still hard to get banks to honor them.

Learn about the changes to the power of attorney statute and how they affect bank policies and procedures.

Bridge the divide:

Both sides of the issues will be represented
Learn how to understand the needs of the attorney and the financial institution

Identify methods to deal with:

Checks payable to trustees and executors in their financial capacities
A trust’s authority to borrow money or to mortgage trust property
The authority of agents under POAs to act on behalf of trustees and executors in their financial capacities
Fiduciaries acting on behalf of business owners
When a new tax identification number is needed
Changes in the law governing agents
And more!

Recorded in June 2022.

Practice Areas


Michael Cherewka Esq. The Law Offices Of Michael Cherewka
Amos Goodall Jr., Esq. Steinbacher Goodall & Yurchak PC (St College)
Richard L. Newman Esq.
Scott S. Small Esq. Wells Fargo - The Private Bank
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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