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
Working with Financial Institutions
Michael Cherewka, Esq., Amos Goodall, Esq., & Robert McMinn, Esq.
Even with perfectly executed power of attorney documents, it’s still hard to get banks to honor them.
Learn about the changes to the power of attorney statute and how they affect bank policies and procedures.
Bridge the divide:
Both sides of the issues will be represented
Learn how to understand the needs of the attorney and the financial institution
Identify methods to deal with:
Checks payable to trustees and executors in their financial capacities
A trust’s authority to borrow money or to mortgage trust property
The authority of agents under POAs to act on behalf of trustees and executors in their financial capacities
Fiduciaries acting on behalf of business owners
When a new tax identification number is needed
Changes in the law governing agents
Recorded in September 2024.
Faculty
Michael Cherewka, Esq.
Mr. Cherewka is the founder of the Cherewka Law, P.C., in Wormleysburg, Pennsylvania, established in 1989. He holds an undergraduate degree in accounting from Bucknell University (BSBA, cum laude, 1978) and his juris doctor from the Dickinson School of Law (J.D., cum laude, 1981). Mr. Cherewka’s practice emphasizes business planning (Including formation, reorganizations, mergers, acquisitions, succession and exit planning), estate planning, Elder Law, Estate and Trust Administration and real estate matters (including title insurance). In addition, he advises churches, ministries, trade associations, and other nonprofit organizations on tax and other Pennsylvania legal matters. Mr. Cherewka has served on the boards of directors of the Pennsylvania Association of Nonprofit Organizations and the Keystone Partnership. He is a past chairman of the board of directors of the Pennsylvania affiliate of the American Heart Association. Mr. Cherewka is also the founder of Keystone Family Business Center, LLC, which consults with closely held businesses on succession planning, exit strategies and other business planning strategies; and Paramount Settlement Services, LLC; he is a Pennsylvania and Maryland Licensed Real Estate Broker. Mr. Cherewka has written various articles and is a contributing author of Strictly Business, Planning Strategies for Privately Owned Businesses (Quantum Press, 2002) and Pennsylvania Tax Service (Matthew Bender Co., 1986). He is a member of Wealth Counsel, LLC, the National Association of Insurance and Financial Advisors (NAIFA), the Elder Care Matters Alliance, and a past president of the Estate Planning Council of Central Pennsylvania. Mr. Cherewka is admitted to all courts in Pennsylvania, the U.S. District Court for the Middle District of Pennsylvania, the U.S. Court of Appeals for the Third Circuit, the U.S. Tax Court, and the U.S. Supreme Court. He has lectured at DeSalles University and Widener University School of Law, is certified to provide Continuing Education credits by the Pennsylvania State Board of Accountants, the Pennsylvania State Board of lnsurance, and the Certified Financial Planner Board of Standards; Mr. Cherewka is also certified to instruct Real Estate Continuing Education in Pennsylvania and was an instructor at the Institute of Real Estate Studies, and has presented seminars and workshops in Pennsylvania and nationally for such groups as the Pennsylvania Institute of CPA’s, National Association of Fund Raising Executives, The Financial Planning Association, Merrill Lynch, Morgan Stanley, Prudential, Wachovia and various estate planning councils.
H. Amos Goodall, Esq., CELA, LLM
Amos Goodall has been practicing law in Centre County since 1976, and is currently affiliated with the eldercare and special needs planning firm of Steinbacher, Goodall Yurchak. Amos is certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation (NELF) where he served as President. Amos also served on the Elder Law Certifying Exam Drafting
Committee. He is a Fellow both of the American College of Trust and Estate Counsel (Retired) and of the National Academy of Elder Law Attorneys (NAELA), and is a member of the Special Needs Alliance, an organization of leading elder law and disability law attorneys located throughout the country. For fifteen years, Amos was a contributing author for Lexis Nexis “Tax, Estate Financial Planning for the Elderly” and “Tax, Estate Financial Planning for the Elderly: Forms Practice”. He has been recognized as a pre-eminent attorney by Martindale-Hubell since 1992 and has been named as a Pennsylvania Super Lawyer in the area of Elder Law by Philadelphia Magazine every year since that category was created. Amos has been recognized for a number of years in the list of Best Lawyers in America in the practice area of elder law, and was identified as the Best Elder Lawyer in central Pennsylvania. In 2016, Amos was appointed to the Advisory Council of the Center for Excellence in Elder Law at Stetson University College of Law. Amos is a member of the PA General Assembly–Joint State Commission on Decedents’ Estates Laws; The PA Bar Association, Lawyers Concerned for Lawyers, Inc., Board of Directors; The American Bar Association, Military Pro Bono Project, “Operation Standby”. Most recently, Amos was appointed to the disciplinary and ethics commission (DEC) of the Certified Financial Planner Board of Standards, Inc. (CFB Board) and its Competency Commission. Amos received his bachelor of arts degree from Franklin and Marshall College, his juris doctor from Fordham University School of Law, and his LL.M. in Elder Law from Stetson University. As a long time resident of Centre County, Amos’ many community service commitments include the Centre County Community Foundation Board of Directors; incorporator and solicitor with The Centre County Farmland Trust; Halfmoon Township solicitor; Foxdale Village agency solicitor; State College Friends School agency solicitor; Center County Bar Association, Centre County Legal Journal Associate Editor; University Baptist and Brethren church, church counsel. A 1974 graduate of Fordham University School of Law, he has practiced and been involved in the Centre County community since 1976. During that time, he has worked in a variety of matters from capital murder defense cases to class action prosecutions. His current clients include municipalities, banks and credit unions, large landlords, a retirement community, several homeowners associations, a number of businesses and many individuals. He is also solicitor to the Fraternal Order of Police Organization which includes central Pennsylvania police personnel. Mr. Goodall is a certified Elder Law Attorney by the National Elder Law Foundation and is a member of the National Academy of Elder Law Attorneys. He advises persons and families with estate planning concerns, competency issues and estate administrations. For a number of years, he was solicitor to the Register of Wills. He was awarded an Estate Practice certificate by the Pennsylvania Bar Institute. Mr. Goodall’s practice has included a number of cases of first impression, including, in 1978, the first proceeding under Pennsylvania’s then-homicide by vehicle law, in 1992, the first proceeding under Pennsylvania’s current guardianship law, and in 1999, the first proceeding before the Pennsylvania Charter School Appeal Board. Mr. Goodall has clerked for a number of judges including a New York City Criminal Court Judge (now NY Supreme Court Justice), a Federal Magistrate (now U.S. District Judge, S.D.N.Y.) and the Chief Judge of the U.S. District Court for the Middle District of Pennsylvania. Mr. Goodall studied at the American College in Paris, University of South Carolina and is a 1970 graduate of Franklin and Marshall College. Mr. Goodall has extensive involvement in community affairs. He has been solicitor to the Centre County Youth Service Bureau since 1977 and to the Centre County United Way since 1988. His community service awards include (1991) Pennsylvania Bar Association Pro Bono Service Award, (1992) Centre County Youth Service Bureau R. Paul Campbell Award, (1996) IOLTA Board Recognition Award, (2000) Clearwater Conservancy Award for Thompson Wood Project. With his children, he has been involved in serval international projects. A frequent lecturer on ethics and Elder Law topics, Mr. Goodall was a member of the Pennsylvania Judicial Inquiry and Review Board and is a Hearing Committee member for the Pennsylvania Disciplinary Board.
Robert S. McMinn, JD, Esq.
Mr. McMinn is Executive Vice President, General Counsel and Corporate Secretary for Kish Bancorp, Inc., and Kish Bank. He was previously a partner in the Huntingdon law firm of Bierbach, McDowell, McMinn Zanic and predecessor firm, McDowell, and McMinn. Prior to attending law school, he worked in finance, accounting and administration for Valley Rural Electric Cooperative in Huntingdon, Pa. He earned his J.D. degree, conferred Magna Cum Laude, from the University of Pittsburgh School of Law where he was a member of the Law Review and inducted into the Order of the Coif. Mr. McMinn received his undergraduate degree in Economics from Juniata College in Huntingdon, PA. He is a graduate of the Stonier Graduate School of Banking. He is a member of the Huntingdon Rotary Club and serves on the Board of Directors of the Jana Marie Foundation, the Board of Trustees of Juniata College, and as a member of the Pastoral Compensation and Benefits Advisory Committee of the Church of the Brethren.

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