• Simulcast
  • Webcast

Dealing with Financial Institutions in Estates and Elder Law 2022

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
In-Person - Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
In-Person - Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
In-Person - Chambersburg
Franklin County Bar Association
100 Lincoln Way East Ste E, Chambersburg PA, 17201-2291
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
In-Person - Lebanon
Lebanon County Bar Association
1150 Chestnut St., Ste. 2, Fritz Leiss Carpet Bldg., Lebanon PA, 17042
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
In-Person - New Castle
Lawrence County Bar Association
430 Court Street, 3rd Floor, New Castle PA, 16101
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
In-Person - Reading
Berks County Bar Association
544 Court Street, Reading PA, 19601
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
In-Person - Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
In-Person - West Chester
Chester County Bar Association
15 W Gay Street, 2nd Floor, West Chester PA, 19380
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
In-Person - York
York County Bar Center
137 E. Market Street, York PA, 17401
STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Remote - Live Webcast

STARTWed., Jun. 08, 2022
9:00 AM
ENDWed., Jun. 08, 2022
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00

About

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!
Practice Areas

Faculty

NameFirm/Company
Michael Cherewka Esq.
Henry A. 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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