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Powers of Attorney: Estate Planning Concerns

Learn the effective use of powers of attorney to better advise your client's estate plan. Improvements in medical technology have increased longevity in our population and as individuals age, issues of incapacity become both increasingly common and urgent. As professionals, we must prepare for this inevitability and create strategies to help clients address concerns before they threaten their well-being. This topic will examine the Power of Attorney, one of the most powerful tools in an estate planner's handbook due to its flexibility and ease of creation. The material will also review the Uniform Power of Attorney Act and provide practical drafting tips for meeting client needs.


Runtime: 91 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction

  • Brief History of Uniform Power of Attorney Act
  • Current State of UPOAA - Enacted in 21 States With Legislation Introduced in Two More
  • Necessity of POA

Overview of the Uniform Power of Attorney Act

  • Presumptions
  • Terminating the POA

Drafting Considerations

  • General vs. Limited POA
  • Immediate vs. Springing
  • Suggested Provisions
  • "Hot" Powers
  • Terminating

Agent Responsibilities and Selection

  • Agent as Fiduciary
  • Successor Agents

Client Follow-up

  • Document Storage
  • Informing Family
  • POA Review/Revisions
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Matthew Reinaker

Matthew Reinaker

Asurest

  • President of Asurest, a mobile estate planning law firm
  • Practice emphasizes all areas of estate planning
  • Dual J.D./M.B.A. degrees from University of Richmond
  • More than ten years practice
  • Can be contacted at [email protected], 804.525.9924 or www.Asurest.com
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 400078
Published 2017
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