This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
Effect & Implementation of the POA
Charles Hadad, Esq. & Edward Twomey, Esq.
- Power of Attorney
- Financial Power of Attorney (Overview of Powers and Elements- 20 Pa.C.S.§ 5601, et. seq.);
- Healthcare Power of Attorney (Overview of Powers and Elements – 20 Pa.C.S.§ 5451, et. seq. ); and
- Living Will – Advanced Directive (Overview of Powers and Elements -20 Pa.C.S.§ 5441, et. seq. ).
- Effect of a Power of Attorney
- Comparison to Guardianship - Least restrictive alternative to a Guardianship
- Agent’s authority
- Revocability/Amendment/Termination
- Limited vs. General
- Springing vs. Immediate
- Death of Principal
- Duties of Agent
- Implementation of Power of Attorney
- Signing requirements – Financial vs. Healthcare Power of Attorney
- Register on file with financial institution or healthcare facility
- Photocopy vs. Original
- Multiple POAS in existence (most recent controls)
- Tips for Agent on Use.
Recorded in September 2024.
Faculty
Charles B. Hadad, Esq.
Charles Hadad is an Equity Partner and Chair of the Estates and Trusts Practice Group, and also serves as partner in charge for the firm’s Southpointe office. He concentrates his practice in estate administration, probate, estate planning, trust administration, corporate and business planning, and real estate transactions. Chuck counsels individuals and businesses in a variety of complex matters and enjoys working one-on-one with clients to help them reach their customized goals. Chuck has broad experience in advising clients in all facets of estate planning and estate administration. He works closely with clients in the preparation of documents that fit their customized needs, including revocable and irrevocable trusts, special needs trusts, SLATS, GRATS, QPRTS, asset protection, and charitable gift/advanced trust planning, and in preparing decedent final personal income tax returns, Federal Estate Tax returns, Pennsylvania Inheritance Tax returns, Federal Gift Tax returns, and fiduciary income tax returns for estates and trusts. An experienced litigator for Orphans’ Court matters across Western and Central Pennsylvania, Chuck has served successfully in capacity for The Commonwealth of Pennsylvania and represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty. and successful audits throughout the course of estate and trust administration. In the realm of business law, he focuses on helping clients with business formations, drafting and negotiating internal governance documents, and exit strategy, and business succession planning. Chuck has been named an outstanding faculty member by the National Business Institute (NBI). He also speaks frequently about estate planning, death tax planning, and estate and trust administration to various organizations and presents numerous continuing legal education seminars each year. He is a member of the Allegheny County Bar Association and its Probate & Trust Section, as well as the Washington County Bar Association. Chuck earned his J.D. with honors from The Thomas M. Cooley Law School in Lansing, Michigan, where he was a finalist for the Distinguished Student Award and received the Certificate of Merit in the Estate Planning course. He has a Bachelor of Arts degree in History and Business Administration from the University of Pittsburgh.
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