Automatic Update Service

This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • Course Book

Dealing with Financial Institutions in Estates and Elder Law 2022

Available: In Stock
Price: $69.00
Item Code: 11554-BK


Dealing with financial institutions on behalf of estates and elder law clients can often pose challenges that lead to significant frustration. These course materials present perspectives from both sides of these dealings. They examine the basics of banking, POAs, estates and trusts when working with financial institutions. They also offer tips, practical strategies, and real-world examples to bring about more efficient and fruitful transactions and communications between banks and attorneys.

Summary of Contents

  • Understanding Each Other
  • Problem Areas and Hypotheticals 
  • Keys to Better Interactions
Practice Areas
Published: 6/8/2022
Pages: 154
Size: 8.5x11
©2023 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.