On-Demand Video
CC

Drafting and Using POAs 2022


  • City:
  • Start Date:2022-02-22 19:00:00
  • End Date:2025-02-22 19:00:00
  • Length:
  • Level:Various
  • Topics:Estates

$249.00 ["ProPass"]

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Overview

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.

Faculty

Samuel Goncz Esq.

Mr. Goncz is a shareholder in the Pittsburgh office of Dentons Cohen & Grigsby P.C. and is Co-Leader of its Trusts, Estates and Wealth Preservation National Practice Group. He represents individuals and families in the design and implementation of wealth transfer and business succession plans. Mr. Goncz also represents clients before the Internal Revenue Service, state taxing authorities, and the U.S. Tax Court in wealth transfer tax matters and represents individual and corporate fiduciaries in estate and trust administration matters. His articles have been published in Tax Management’s Estates, Gifts and Trusts Journal and The Monthly Digest of Tax Articles, as well as web-based professional publications, and he has authored chapters in Tax Management’s Tax Practice Series on “Small Business Stock” and “Start-Up Expenditures.” He has lectured for the Pennsylvania Bar Institute’s continuing legal education programs on estate planning, estate and trust administration, federal estate, gift and generation-skipping transfer taxation, Pennsylvania inheritance taxation, fiduciary income taxation, and ethics in estate planning. Mr. Goncz is a graduate of Grove City College and Washington and Lee University School of Law. He has an AV Preeminent rating from Martindale-Hubbell and has been listed in The Best Lawyers in America since 2008.

Nicole Phatak Esq.

Ms. Phatak is a member in the Pittsburgh office of Clark Hill where she assists clients in estate planning and estate administration matters and advises clients on individual and fiduciary income tax returns, as well as gift tax returns. She received her B.A. in political science from Pennsylvania State University and her J.D. from the University of Pittsburgh School of Law. She is a member of both the Pennsylvania and Allegheny County Bar Associations. She is a member of the Estate Planning Council of Pittsburgh, the Young Professional Advisors Committee of The Pittsburgh Foundation, the Executive Circle of the Children’s Hospital of Pittsburgh – Children’s Trust, and the Women’s Leadership Council of the United Way of Southwestern Pennsylvania. She was also recently published in The Legal Intelligencer.

Mary Corsetti Esq.

Ms. Corsetti is a member of Williams Coulson in Pittsburgh. Her practice focuses on estates, trusts, Orphans’ Court litigation, tax, business organizations, real estate and elder law. Before entering private practice, she served as a law clerk on the Superior Court. Ms. Corsetti has served as an adjunct faculty member of the Duquesne University John F. Donahue Graduate School of Business, where she taught a legal process course which included civil procedure, estates and trusts, and white collar crime. She is a Federal Arbitrator and Mediator, participated in Toastmasters International, and is a member of the National Academy of Elder Law Attorneys. As a guest on WPTT/WMNY, KQV and in other venues, she has spoken on a variety of estate and business law topics. She is a Five Star Best in Client Satisfaction Financial Services Professional and has been AV Preeminent rated in Martindale-Hubbell since 1997. 


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