On-Demand Video
CC

Representation & Drafting the POA (Guardianship & POA Conference 2025 session)

  • City:
  • Start Date:2025-09-16 05:00:00
  • End Date:
  • Length:
  • Level:Intermediate
  • Topics:Elder

$79.00 ProPass

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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

This session will explore the duties of an attorney when representing an individual serving as an agent under a Power of Attorney, as well as potential liabilities and conflicts of interest.  We will also cover how to draft a Power of Attorney in accordance with Pennsylvania law and common mistakes practitioners make when drafting this important document.

Recorded in September 2025.

Faculty

Nicole L. Phatak, Esq.

Ms. Phatak is a partner at Pietragallo Gordon Alfano Bosick & Raspanti, LLP in Pittsburgh, Pennsylvania, and a member of the firm’s Estate & Trust Litigation; Estate Planning and Administration Practice Group. Her practice focuses on estate planning and estate administration, including advising clients on individual and fiduciary income tax matters, as well as gift tax planning and compliance. Ms. Phatak assists clients with matters ranging from the preparation of foundation estate planning documents – such as wills and powers of attorney – to sophisticated trusts and asset preservation strategies. She is a member of both the Pennsylvania and Allegheny County Bar Associations. She is a council member of the Allegheny County Bar Association – Probate & Trust Section and a member of the Estate Planning Council of Pittsburgh. She is an Ambassador for the Children’s Hospital of Pittsburgh – Children’s Trust, a member of the Women’s Leadership Council of the United Way of Southwestern Pennsylvania, and a Girl Scout leader. She is a frequent PBI speaker and has been published in The Legal Intelligencer. She has been recognized by The Best Lawyers in America for Trusts and Estate since 2023.

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