Large Firm Service. Small Firm Attention.
Date(s) - August 10, 2017
12:00 pm - 1:30 pm
Categories No Categories
If you represent individuals who worry about managing their assets in the event of incapacity, then you need to attend Powers of Attorney: Latest Legal Developments.
The durable power of attorney (POA) has long been used to facilitate the handling of an individual’s financial affairs in the event of incapacity. While low cost and flexible, it has also been used to engage in financial abuse of incapacitated persons. Current uniform laws seek to minimize this risk and protect from liability agents who act in good faith and third parties who rely on the document.
Whether you represent the principal, the agent, or a third party, gain insights on how to craft effective POAs as well as tips for advocacy when financial abuse occurs with this CLE on Powers of Attorney.
Faculty: ACTEC Fellows Bernie Krooks (moderator)
What You Will Learn
- Uniform Power of Attorney Act (UPOAA)
- “Hot” Additional Powers to Consider
- Exoneration Clause
- Enforceability (vis a vis financial institutions, 3rd parties)
- Agent’s Fiduciary Duties
- Liability for Breach
- Undue influence
- Recent state developments
Questions submitted during the program will be answered by email within two business days after the program.
Need this information now? Purchase the on-demand archive of this program here. Please note: questions submitted when taking the on-demand course may require more than two days for a response.
Who Should Attend : Attorneys who practice elder law and estate planning and want to know the latest developments in the law on powers of attorney will benefit from this audio CLE seminar from ACTEC and the American Law Institute CLE.
How to Register
Tuition: ACTEC Fellows $119 ( regular tuition $199)
Registrants: Receive a set of electronic course materials and on-demand access to the website
To register for the Powers of Attorney: Latest Legal Developments telephone or audio webcast and apply the $80 (ACTEC) discount, please follow these steps:
1 – Go to www.ali-cle.org/TSZB02R
2 – Under ‘Register for:’ choose either ‘Telephone Seminar’ or ‘Audio Webcast’
3 – Under ‘Attend this course by yourself,’ click ‘Add to Cart.’ (Note: Do not register as a group if you wish to add others in your office; this will void the discount offer.)
4 – In the shopping cart, increase the number of registrants using the ‘+’ sign under ‘Quantity.’
5 – Type ACTECFYZ in the ‘Enter Coupon’ box. The $119 rate will be applied to all registrants.
6- Click ‘Checkout’ and enter the name and email address of each registrant in the fields provided.
QUESTIONS: Contact ALI-CLE at 1-800-CLE-NEWS ( 1-800-253-6397) and press # 2 for Customer Service