Large Firm Service. Small Firm Attention.
Date(s) - April 4, 2017
12:00 pm - 1:30 pm
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.
ACTEC Fellows Bernard A. Krooks (Littman Krooks LLP, White Plains, New York)(Moderator), Beth Chapman (Faulkner Banfield, P.C., Juneau, Alaska), and Deborah J. Tedford (Tedford Law Firm, P.C., Mystic, Connecticut) will discuss:
- 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
TUITION: ACTEC Fellows $119 (regular tuition $199). ACTEC Discount Code: ACTECFYY.
REGISTRANTS: receive a set of electronic course materials and on-demand access to the webcast.
QUESTIONS: Contact ALI-CLE at 1-800-CLE-NEWS (1-800-253-6397), and press “2” for Customer Service.