On-Demand Video
CC

Effect and Implementation of the POA 2023 (Guardianship and POA Conference Session)


  • City:
  • Start Date:2023-09-12 20:00:00
  • End Date:2025-09-12 20:00:00
  • Length:
  • Level:Intermediate
  • Topics:Elder Law

$79.00 ["ProPass"]

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Overview

Powers of Attorney are important tools for your clients who possess the capacity to create pre-planning alternatives to guardianship. This session will address the elements, timeliness and distinctions among Financial, Medical and Mental Health Powers of Attorney.

Recorded at the Guardianship and POA Conference in September 2023.

Faculty

Erik Spurlin Esq., LLM, CELA

Mr. Spurlin practices law in the areas of estate planning and administration and long-term care planning. Before establishing his firm in York County, Mr. Spurlin was a principal of the Elder Law Firm of Robert Clofine and an associate of Appel & Yost. Before that, he served as a judicial law clerk to the York County Orphans’ Court. He is a member of the Pennsylvania Association of Elder Law Attorneys, the Elder Law Section of the Pennsylvania Bar Association, and the Estate Planning and Probate Section of the York County Bar Association. He serves as a board member to multiple sections of the York County Bar Association and a professional adviser to Leave a Legacy York County. He frequently presents seminars for the Pennsylvania Bar Institute, most recently presenting the following courses: Elder Law Update (2019); Practical Medicaid Planning (2018); Fixing Broken Trusts (2018 and 2016); Medicaid Basics (2017); Guardianship Updates and Trends (2016); Protecting Assets While Qualifying for Medicaid (2016); Estate Planning for the Alzheimer’s Client (2015); and Guardianship Practice and Procedure (2015). Mr. Spurlin is a graduate of Arizona State University, where he received his bachelor’s degree, summa cum laude, in political science, and master’s degree, summa cum laude, in international relations. He earned his J.D., cum laude, from Temple University Beasley School of Law, where he also received his LL.M. (Master of Laws) in taxation, with distinction. During this time, he earned a graduate certificate in estate planning and was the sole recipient of the Joseph Price Memorial Award for Outstanding Achievement in Tax Law in 2010.

Anne John Esq.

Ms. John is a private
practitioner in Uniontown, Fayette County. Ms. John served as President of
the Pennsylvania Bar Association from May 2019 – May 2020, as secretary from
2013-2016, and Zone 6 Governor from 2009-2012. During her tenure as
President, Ms. John’s initiatives included creation of the Committee on
Civility in the Profession, the Legal Academics Committee, and the COVID-19
Task Force. She continues her service with numerous PBA committees, and has
served as past co-chair of the Shale Energy Law Committee, past chair of the
Leadership Recruitment and Development Committee, past chair of the Review
and Certifying Board (2017-2018), and chair of the House of Delegates Draft
Committee. She has served as a member of the PBA Diversity Team, as well as
its predecessor, the Diversity Task Force. A Life Fellow of the Pennsylvania
Bar Foundation, she currently serves on its Board of Directors, having
previously served from May 2019 to May 2020, and served on the Foundation’s
Special Events Committee. Ms. John is currently a member of Advisory Council
on Elder Justice in the Courts, which was established by the Supreme Court of
Pennsylvania in 2015 to advise the Office of Elder Justice in the Courts
regarding the implementation of the Elder Law Task Force’s Report and
Recommendations, which include best practices, judicial rules and legislation
to benefit elder citizens of the Commonwealth. Ms. John previously served the
Disciplinary Board of the Supreme Court of Pennsylvania as a Hearing Committee
member from 2016-2020. She has served as course planner and speaker for the
Pennsylvania Bar Institute, the continuing legal education arm of the
Pennsylvania Bar Association, on numerous issues, including civility, oil and
gas lease interpretation, groundwater contamination, and litigation. An
active Bar member at the local level, Ms. John is a past president of the
Fayette County Bar Association, where she has also served as secretary. She
is active in the community, serving as a past member of the Board of
Directors of the Mt. Lebanon Aqua Club, where she was awarded the 2019
Service Award, Advantage Credit Counseling Services, Inc. and the Better
Business Bureau of Western Pennsylvania, Inc. Ms. John earned her B.A. from
Dickinson College and her J.D. from the Dickinson School of Law in Carlisle,
PA, where she studied at the Law School’s first summer abroad program in
Florence, Italy.


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