On-Demand Video
CC

Working with Financial Institutions (Guardianship and POA Conference 2023 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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Credit States Status Credits Earn credit until

Overview

This session discusses techniques for using Powers of Attorney (POAs) in dealing with financial institutions.

Recorded at the Guardianship and POA Conference in September 2023.

Faculty

Aubrey Glover Esq.

Ms. Glover is a
member at Brenlove Fuller, LLC, located in the Pittsburgh suburb of
Bridgeville. Her practice focuses on problem solving for her clients on both
domestic and international estate planning, succession planning, estate and
trust administration, and estate and trust taxation. She is the current chair
of the Probate and Trust Law Section of the Allegheny County Bar Association
and a past chair of the PBA Real Property, Probate and Trust Law Section. She
is also Fellow of the American College of Trust and Estate Counsel. Ms.
Glover has made presentations for the Pennsylvania Bar Institute at various
programs, including: Minors’ Trusts, Non-Probate Issues, Asset Protection
Planning for the Less Wealthy Client, the PA Uniform Trust Act, Powers of
Attorney and Healthcare Directives 2007, Celebrities and Estate Planning for
Pets, Wills vs. Trusts, Real Estate Issues in Estates and How to Write a
Will. In addition, Ms. Glover has spoken before the Pennsylvania chapter of
the American Academy of Matrimonial Lawyers on Matrimonial Lawyers and Estate
Planning, and before the Pittsburgh Chapter of Financial Planners Association
about Planning with Retirement Benefits. From 2007-2013, Ms. Glover has been
listed as a Pennsylvania Rising Star. Ms. Glover received her B.A. from
Albion College and her J.D. from Duquesne University School of Law.


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